Implementation & Training
Get up and running with confidence.
Our onboarding team, training resources, and guided implementation process are designed to help you get the most out of Jobstimate from day one.
Trusted by 245+ businesses
We've got you covered
Live training sessions are available every week.
Quick answers to questions you may have before joining Jobstimate. Don't hesitate to reach out for other questions.
Jobstimate CRM overview
- You'll learn how to manage leads, create estimates, schedule jobs, and keep your business running efficiently from one platform.
- Perfect for: new users, office managers, coordinators, and administrators.
Lead Management
- You'll learn how to capture, organize, track, and follow up with leads throughout your entire sales pipeline.
- Perfect for: sales teams, estimators, business owners, and customer service staff.
Estimating & Invoicing
- You'll learn how to create professional estimates, convert them into invoices, and streamline your billing process.
- Perfect for: estimators, office managers, sales teams, and business owners.
Payments & QuickBooks
- You'll learn how to collect payments, manage transactions, and connect Jobstimate with QuickBooks for seamless accounting.
- Perfect for: bookkeepers, office managers, accountants, and business owners.
Material Supplier Setup
- You'll learn how to configure supplier integrations, manage product catalogs, and streamline material ordering workflows.
- Perfect for: purchasing managers, estimators, office staff, and operations teams.
Getting Onboard
FAQ before getting started
Quick answers to questions you may have before joining Jobstimate. Don't hesitate to reach out for other questions.
No. You're welcome to explore and configure Jobstimate on your own.
However, we strongly recommend taking advantage of our onboarding services to ensure your account is configured properly and your team gets the most value from the platform.
Of course you can! Our pricing scales with your company. Chat to our friendly team to find a solution that works for you as you grow.
After subscribing to Jobstimate, our team will guide you through a personalized onboarding process tailored to your business. We'll help configure your account, import data if needed, provide training, and ensure your workflows are properly set up.
Our goal is to help your team become comfortable with the platform and start seeing value as quickly as possible.
Our implementation process is designed to get your business up and running as quickly and smoothly as possible. Depending on your needs, our team can assist with account configuration, user setup, estimate templates, workflows, products and services, data imports, integrations, training, and best practices.
You'll also be assigned a dedicated Account Manager who will work closely with your team throughout the onboarding process.
Every business is different, so implementation timelines vary based on your requirements and the amount of data being imported. Many customers are able to begin using Jobstimate in as little as one hour, while more advanced setups may take additional time.
Our team works closely with you to ensure a smooth transition and successful launch.
- Company information and branding
- Existing customer lists
- Products and services
- Pricing structures
- Estimate and invoice templates
- Workflow requirements
- Team members and roles
- Existing software integrations
Don't worry if you don't have everything ready—our team can help guide you through the process.
We don't believe in limiting your success.
Jobstimate includes unlimited onboarding and training sessions, allowing your team to get the guidance they need throughout implementation and beyond.
Our relationship doesn't end after implementation.
You'll continue to have access to training resources, onboarding assistance, your dedicated Account Manager, and our support team whenever you need help. Whether you're adding new users, expanding into new services, or implementing additional features, we're here to help you succeed.