Setup Guide
Get set up in under an hour
Follow these seven steps and you'll be sending invoices and getting paid before lunch. Each step takes a few minutes — no technical skills required.
- 01
Create your account
- Sign up with your email address. No credit card required. You'll be up and running in 30 seconds.
- Enter your email and create a password
- Verify your email address
- Choose your trade and business name
- 02
Set up your business profile
- Tell Jobby about your business so it can preconfigure your dashboard, invoice templates, and reminders.
- Add your logo and brand colors
- Set your service area and hours
- Add your pricing for common services
- 03
Invite your team
- Add workers and assign roles. Everyone gets their own login with the right permissions.
- Invite workers by email
- Assign specialties and roles
- Set availability and schedules
- 04
Create your first client and job
- Add a client, create a job, and assign it to a worker. Your jobs pipeline is now live.
- Add a client with contact details
- Create a job and set the status
- Assign the job to a worker
- 05
Send your first invoice
- Build an invoice from the job and send it by email or SMS. Your client can pay with one click.
- Add line items and pricing
- Set payment terms and due date
- Send by email or SMS
- 06
Turn on payment reminders
- Set up automatic reminders once and Jobby handles the follow-up for every invoice, every time.
- Choose your reminder cadence
- Customize reminder messages
- Enable escalation notices for late payers
- 07
Review your dashboard
- Check your dashboard for a real-time view of outstanding payments, active jobs, and revenue.
- Review outstanding payments
- Check active jobs and worker status
- Track revenue vs. outstanding
Pro tips for a smooth setup
- Add your logo before sending your first invoice — it makes a big difference
- Set up your common line items as presets to save time later
- Invite your team early so everyone learns Jobby together
- Turn on reminders before you have a backlog of unpaid invoices
- Connect your payment processor before sending your first invoice
- Review your dashboard daily for the first week to build the habit
Setup questions
Do I need any technical skills to set up Jobby?
No. If you can use email, you can set up Jobby. Our setup wizard walks you through every step with clear instructions and helpful tips along the way.
Can I import data from my current system?
Yes. You can import clients, jobs, and invoices from CSV files or sync from Google Contacts. Our import tool maps your existing data automatically.
What if I get stuck during setup?
Our help center has step-by-step guides for every step. If you're still stuck, reach out via live chat or email and our team will walk you through it.
How long does the full setup take?
Most trades businesses are fully set up in 30–60 minutes. The more data you import, the longer it takes — but you can start invoicing after just the first few steps.