Help Center
Short guides for every part of JobBadger. Signed in? Click the ? at the top of the app to ask Bert, our help assistant.
Getting started
Getting started with JobBadger
The five steps from a new account to a crew on site.
Service types and checklist templates
Service types label your jobs; each one can carry a checklist of standard tasks.
Work scope and phases
Tasks are grouped by phase and always shown Prep → Work → Verify → Close.
Contacting support
How to reach a person at JobBadger.
Jobs & scheduling
Project states
What Proposal, Ready to Schedule, Scheduled, In Progress, On Hold and Ready to Close mean.
Adding crew to a job vs. scheduling a day
The job's crew list and the calendar days are separate on purpose.
Crew availability badges
Available, On Job and Off — set automatically from the schedule and clock-ins.
Recurring (repeat) jobs
One project with repeat visits — how the schedule, end date and editing work.
Dispatching crew
What dispatch sends, and how early dispatches and reminders work.
Crew
Clock-in and location
How clock-in checks the jobsite and when location is recorded.
The Live map
Where your crews and job sites are right now.
Archiving a team member
Keep someone's record when they leave — without them taking a seat or showing up in scheduling.
Time off
Crew request time off in the app; you approve or deny.
Clients & inventory
Money
Proposals
Quote the job, send a link, and the client approves and signs online.
Invoices and deposits
Bill from the proposal, take deposits, and track what's left to invoice.
Recording payments
Log checks, cash, Zelle and more against an invoice.
Deleting or voiding an invoice
Delete removes an invoice for good; invoices in QuickBooks are voided instead.
QuickBooks Online
Connect QuickBooks and send invoices over with one click.
Add-ons & settings
Still stuck?
Email support@jobbadger.app and a person will help — usually within one business day.
Contact support