Jobs & Jots is in beta. We're still building and improving features, so things may change. Your feedback helps.
Get started

Every setting, explained

What each part of Settings does, in one page.

Guide 1 of 7 in Settings & account 4 min read 3 parts

What it is

Settings is where you set things once so every document and message comes out right. Only users whose access group includes Settings see it.

1 Your company

Open Settings from your profile menu. The tabs on the left are:

  1. My company: logo, name, address, phone and email.
  2. License & web links: license, insurance and other documents, your website and social links.
  3. Preferences: the default email messages and the notifications you get.

2 Getting work and talking to clients

  1. Automatic follow-ups: reminders for estimates and invoices.
  2. Request form: the form for your website. Online booking: clients pick a time.
  3. Lead sources: Angi, Thumbtack and Yelp leads. Text messages: your texting number and what goes by text.
  4. AI assistant: Draft with AI on estimates.

3 Money and documents

  1. Online payments: Stripe and PayPal. QuickBooks sync: your books.
  2. Doc settings: sections, PDF paper size, payment terms, fee and footer.
  3. Taxes and Line item markup: sales tax rates and markups.
  4. Contracts and My signature: your terms and signature.
  5. Import from Joist: bring your data from Joist.

Related guides

Set up your company info and logoYour logo, contact details and license show on every estimate and invoice. 3 min Customize your estimates and invoicesPaper size, payment terms, footer, email messages and notifications. 3 min Sales tax and markupsTax rates on items and a hidden markup on lines. 2 min

Didn't find what you need?

Email us and we'll walk you through it.