JobOpsPro — Construction Operations. Simplified.

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Step-by-step guides for every screen.

21 guides covering setup, dispatch, field work, estimates, invoicing, inventory, and projects — each one the exact steps to follow in the app.

Getting Started

Dashboard

Your morning snapshot: today's jobs, open estimates, unpaid invoices, and alerts that need attention.

  1. 1Open Dashboard from the left menu after signing in.
  2. 2Review the counters at the top to see today's workload and money owed.
  3. 3Click any card or list item to jump straight to that job, estimate, or invoice.
  4. 4Check the bell icon in the top bar for new booking requests and status changes.

Team & Roles

Invite office staff and technicians, set what each person can see and do, and remove people who leave.

  1. 1Go to Team and click Invite Member.
  2. 2Enter their email and pick a role (Owner, Admin, Dispatcher, Technician, Accounting, and so on).
  3. 3They receive a branded email; until they accept they show as Pending with a Resend Invite button.
  4. 4Change a role any time from the member's row. Removing a member stops their access right away and lowers your seat count.

Tips

  • Billing is $25 per user per month, so adding or removing people adjusts your bill automatically.

Company Settings

Set your company name, logo, colors, shop location, billing, QuickBooks, and text/email automations.

  1. 1Open Settings from the left menu or your profile menu.
  2. 2Upload your logo and set brand colors — they appear on estimates, invoices, and the customer portal.
  3. 3Enter your shop address so every dispatch route starts and ends there.
  4. 4Connect QuickBooks Online to sync customers and invoices.
  5. 5Under Messaging, add your ClickSend username and API key, then turn on appointment reminders and estimate follow-ups.
  6. 6Use Send Test SMS to confirm texting works before going live.

Daily Work

Call Intake

Capture an incoming call in one screen and turn it into a job, estimate, or project.

  1. 1Open Call Intake when the phone rings.
  2. 2Search for the caller; if they're new, fill in name, phone, and address.
  3. 3Describe the problem and choose the type of work.
  4. 4Click Create Job, Create Estimate, or Start Project — the customer record is created automatically.

Booking Requests

Review appointments customers request online through your customer portal.

  1. 1Open Booking Requests to see new requests.
  2. 2Review the requested time and issue.
  3. 3Accept to turn it into a scheduled job, or decline with a note.

Dispatch Board

See every technician's day on a map and timeline, assign work, and plan efficient routes.

  1. 1Open Dispatch and pick the day.
  2. 2Unassigned jobs appear in the queue; drag or assign them to a technician.
  3. 3Each route card shows stops in order, starting from your shop, with total mileage.
  4. 4Use the map to spot clusters and reorder stops to cut drive time.

Tips

  • Set your shop location in Settings first so routes are accurate.

Jobs

Track every job from scheduled to complete with board, grouped, and list views.

  1. 1Open Jobs and choose Kanban, Grouped, or List view.
  2. 2Filter by technician and by Today, Week, Month, or Quarter.
  3. 3Click New Job to create one, or click any job card to open a quick detail popup.
  4. 4Move a job forward by changing its status; every change is recorded on the job's timeline.
  5. 5Use TV View on a shop wall screen to show today's work for the whole crew.

Technician Mobile View

A phone-friendly view for technicians to see today's stops and update job status from the field.

  1. 1On a phone, sign in and tap Today in the bottom bar.
  2. 2Tap a stop to see address, customer notes, and the work to do.
  3. 3Mark the job On The Way, In Progress, and Complete as you go.
  4. 4Record parts used so inventory stays accurate.

Customers

Keep every customer's contact info, properties, equipment, and job history in one place.

  1. 1Open Customers and search by name, phone, or address.
  2. 2Click a customer to see their jobs, estimates, invoices, and membership.
  3. 3Click Edit to update contact details or texting consent.
  4. 4Start a new job or estimate directly from the customer page.

Projects

Manage larger multi-day work such as installs and remodels with phases and a timeline chart.

  1. 1Open Projects and click New Project, or start one from an approved estimate.
  2. 2Add phases and drag to reorder them.
  3. 3Set dates for each phase and watch progress on the Gantt chart.
  4. 4Mark phases On Hold or Complete as work moves along.

Plan Room

Store blueprints and plan sets, organize them in folders, and view them full screen with markups.

  1. 1Open Plan Room and upload a PDF plan set.
  2. 2Move plan sets into folders to keep jobs organized.
  3. 3Open a plan to view it, zoom, measure, and add notes.
  4. 4Use full-screen mode on a tablet at the jobsite.

Documents

A shared library for photos, permits, warranties, and other files tied to your work.

  1. 1Open Documents and upload a file.
  2. 2Link it to a customer, job, or project.
  3. 3Search or filter to find files later.

Sales & Money

Estimates

Build Good/Better/Best estimates, collect signatures in person, or send for online approval.

  1. 1Open Estimates and click New Estimate, then pick the customer.
  2. 2Add line items from your Pricebook; add up to three options (Good, Better, Best).
  3. 3Present on a tablet and capture a signature, or click Send to email an approval link.
  4. 4When approved, convert the estimate into a job or project in one click.
  5. 5Cancel an estimate if needed — the reason is saved on its status timeline.

Tips

  • Turn on estimate follow-ups in Settings to automatically remind customers who haven't responded.

Invoices

Bill customers when work is done and send payment links.

  1. 1Open a completed job and click Create Invoice, or go to Invoices and click New.
  2. 2Review line items and taxes.
  3. 3Send the invoice — the customer gets a link to view and pay.
  4. 4Paid invoices sync to QuickBooks Online when connected.

Memberships

Sell maintenance plans, track who's enrolled, and forecast recurring revenue.

  1. 1Open Memberships and create or edit a plan (price, visits per year, benefits).
  2. 2Enroll a customer from their customer page or here.
  3. 3Watch the forecast to see upcoming visits and renewals.

Pricebook

Your list of services and parts with prices and photos, used on every estimate and invoice.

  1. 1Open Pricebook and click Add Item, or import a CSV.
  2. 2Set name, price, cost, and optional photo.
  3. 3Items become available to pick when building estimates and invoices.
  4. 4Export to CSV for backups or bulk edits.

Office & Admin

Inventory & Purchasing

Track stock in your shop and trucks, record parts used on jobs, and reorder supplies.

  1. 1Open Inventory to see stock levels by location.
  2. 2Set reorder points so low-stock items are flagged.
  3. 3Create a purchase order to restock; receiving it adds quantity back.
  4. 4Parts recorded on jobs are subtracted automatically.

Reports

See revenue, average ticket, technician performance, and membership growth.

  1. 1Open Reports.
  2. 2Review the charts and tables for the period shown.
  3. 3Click Download to export any table as a CSV file.

Email Delivery

Check whether estimates, invoices, invites, and reminders reached your customers' inboxes.

  1. 1Open Email Delivery.
  2. 2Look for bounced or failed messages.
  3. 3Fix the customer's email address and resend from the related record.

Billing & Subscription

Manage your JobOpsPro subscription and payment method.

  1. 1Owners open Billing from Settings.
  2. 2Update your card or view invoices.
  3. 3Your seat count follows the number of active team members.

My Profile

Update your name, phone, and profile picture.

  1. 1Click your avatar in the top right and choose My Profile.
  2. 2Edit your details and upload a photo.
  3. 3Click Save.

Ready to put these guides to work?

JobOpsPro is $25 per user per month with every module included, unlimited customers and jobs, and no annual contract.

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