Getting Started with JobRex

Welcome to JobRex! Whether you're a plumber, electrician, HVAC technician, or any other tradesperson, this guide will help you get up and running quickly.

Setting Up Your Account

Getting started with JobRex takes less than 10 minutes. Here's what you need to do:

1. Create your free account - No credit card required
2. Add your business details - Company name, logo, and contact information
3. Customise your templates - Set up your quote and invoice templates
4. Start creating jobs - You're ready to go!

Creating Your First Job

JobRex keeps commercial and field-work progress clear:

• Quote - Create and send a professional quote
• Scheduled - The quote is accepted and work is booked
• Work underway - The job has started
• Work complete - The job is ready to invoice
• Invoiced / Paid - Record when the invoice is sent and payment is received

The Mobile App Advantage

One of JobRex's biggest strengths is its offline-first mobile app. Whether you're working in a basement with no signal or on a rural job site, you can:

• Create and send quotes on the spot
• Take photos and add notes
• Capture customer signatures
• Generate invoices immediately

Core work is stored on your device. Cross-device cloud sync is coming soon with Premium.

Tips for Success

A few ways to get value quickly:

• Use line item templates - Save time by creating templates for your common services
• Add clear payment terms - Make due dates clear on every invoice
• Review unpaid invoices - Use the dashboard to follow up consistently

The client portal, online quote approval and automatic payment reminders are coming soon with Premium.

Need Help?

Our UK-based support team is here to help. Reach out at [email protected] and we'll get back to you within 24 hours.

Ready to streamline your trade business? Create your free account today.