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Jobdeck user guide

Last updated: 18 August 2026

Everything Jobdeck can do, in plain English. How to get started, the quote-to-paid workflow that runs the whole thing, and a full map of every screen in the web dashboard so you always know where a job, a dollar, or a licence lives.

Getting started The essentials Quote → paid Everyday tasks Full site map On the phone What your customers see Get help

Getting started

Jobdeck comes in two halves that share one login and one set of data:

The phone app. What your crew use on site: their jobs, site diaries, photos, timesheets and safety sign-ons, in the browser on iPhone or Android today. A native app is in the works.
The web dashboard at portal.jobdeck.com.au. The office view: quotes, invoices, money, reports and all your setup. This guide is mostly about the dashboard.

Sign in. Use the same email and password as the phone app. First time on the web? Create an account, then check your email for a 6-digit code to verify it. Forgot your password? Use the reset link on the sign-in screen.
Set up your business. On first run you name your business. This is the name that prints on your quotes and invoices. This is also the moment your 14-day free trial starts.
Fill in Business settings. Add your ABN, licence number, logo and bank details (Setup → Business settings). The ABN is the one that matters most: without it none of your invoices are valid tax invoices, and a business customer has to withhold 47% of what they pay you and send it to the ATO instead. Jobdeck also checks each invoice as you raise it and tells you if something the ATO needs is missing, such as the customer's name or ABN on a sale of $1,000 or more.
Add your crew. Invite workers by email (Setup → Crew). One subscription covers your whole team.

The essentials

Finding your way around

The sidebar groups every screen under four headings. Work, Sales, Money and Setup, plus Today at the top. Click a heading to collapse or expand it; Jobdeck remembers how you leave it.
Search (⌘K / Ctrl-K). The box at the top of every page searches your jobs, customers and quotes at once. Start typing, or hit ⌘K from anywhere. Click a result to jump straight to it.
Filter menu. The little box under the logo filters the sidebar itself when you can't remember which group a screen lives in.
Saved views. Filtered a list the way you like it (e.g. Jobs → "In progress, only mine")? Hit ＋ Save this view in the sidebar to pin it. Every filter lives in the web address, so a saved view jumps you straight back.
Light / dark. The sun/moon button by the logo flips the whole dashboard between light and dark. Your choice sticks on this device.

Who sees what (roles)

Everyone on your team has a role, and the dashboard only shows each person the screens their role allows:

Owner, you. Sees everything, and is the only one who can change what admins can access. You or an admin can start and change the subscription. Only you can cancel it, or open the card and invoice history.
Admin / manager. Sees the office screens (quotes, invoices, money, setup), but only the parts you switch on for them (issue quotes, invoicing, view money, etc.).
Worker, the field crew. On the web they see the shared screens (Today, Schedule, Jobs, Customers, their own Licences); the money and setup screens stay hidden.
Accountant seat. An optional invite for your bookkeeper. It adds the money reports and the financial export, and the seat is read-only, so they can't change a thing. They also see the same shared screens any team member sees (Today, Schedule, Jobs, Customers). It's a free seat and doesn't count towards your plan.

Your trial & subscription

One subscription covers your whole crew, on both the phone app and this dashboard.

You subscribe on the Plan page in the web dashboard, where you can also update your card and pick up past invoices and receipts. If your trial ends before anyone subscribes, the dashboard goes read-only: you can still open every job, quote, invoice and report and download all your data from Reports. You just can't add or change anything until the subscription starts. The things Jobdeck does on its own pause too: invoice chasing, service reminders, recurring jobs, scheduled report emails and accounting sync all wait while the account is read-only. Nothing is ever deleted, and it all comes straight back the moment it's active. Check your status any time under Setup → Plan.

Test mode is safe

Anything that talks to the outside world (accounting sync, card payments) sits in test mode until you add your own keys under Setup → Integrations. Test mode won't touch real money or your real accounting file, so you can look around without worrying.

The core workflow: quote → job → paid

Almost everything in Jobdeck hangs off one path. Learn this and the rest falls into place:

Enquiry comes in. A lead fills in your public "request a quote" form (or you just add them). It lands in Sales → Enquiries; one click turns it into a customer.
Quote it. In Sales → Quotes, hit New quote, add line items (or pull them from your Price book), and Send. Your customer gets a link they can accept with their name as a signature. You can even offer Good / Better / Best options.
Quote accepted → job created. When a customer accepts (or you mark it accepted), Jobdeck automatically raises a Job. Give it a date and assign crew from Work → Schedule.
Do the work. Your crew run the job from the phone app. Site diaries, photos, checklists, safety sign-ons. You watch progress from Work → Today and the Job screen.
Track the costs. Materials, supplier bills and labour land against the job (Job → Costs), so you can see the real profit in Money → Job costs.
Invoice it. Raise an invoice from the job, from Sales → Invoices, or do a whole batch at once in Sales → Billing run. Send it, and your customer can pay by bank transfer, PayID or card link.
Get paid. Chase anything outstanding from Money → Who owes you (aged oldest-first, one-click reminders). Mark it paid, and it flows into your reports.

Everyday tasks, quickly

Schedule a job & assign crew

Work → Schedule → click a job's Schedule button → set date, time and tick the crew. Two or more on a job? Pick a site leader.

See where money's stuck

Work → Job board. A card-per-job wall that flags anything sitting too long, with the dollar value on each column.

Chase overdue invoices

Money → Who owes you → Send reminder next to any unpaid invoice. Turn on automatic chasing in Business settings.

Invoice a pile of jobs

Sales → Billing run → filter to Done, tick the jobs, choose one-invoice-per-job or per-customer, Create invoices.

Approve hours & leave

Money → Crew hours → step through weeks, approve leave and reimbursement claims, download the payroll CSV.

Keep licences current

Setup → Licences. Add each ticket's expiry and Jobdeck warns you before anything lapses. Same idea for gear under Plant & equipment.

Stay WHS-compliant

Setup → Toolbox talks (digital sign-on) and Setup → Incidents (tells you the moment something's notifiable).

Connect your accounting

Setup → Integrations → Connect Xero, MYOB or QuickBooks; take card payments with Stripe or Square. Push customers and invoices across with Sync now.

Rebook recurring work

Setup → Recurring jobs (auto-raises the job) and Sales → Service reminders (chase smoke-alarm tests, test & tag, etc.).

The full site map

Every screen in the dashboard, what it's for, and what you can do on it. The four groups below are exactly the sidebar. manager marks screens only owners/admins see.

🏠 Today. Your starting hub

On every screen: the top-bar search, the light/dark toggle, the sidebar filter and Saved views, and a trial/subscription banner when your plan needs attention.

Work

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Today /

What it's for: Your morning cockpit. Cash flow, who's on site, what's owed, and a jump to the next job.
Controls: Three Cash Flow toggles (Overdue / Due soon / Collected · 30d) add or remove each bucket from the "Money in play" total.
Buttons: New job, Open (next job), Open the schedule. None change anything on their own.
On the page: Greeting + on-site/crew counts; Cash Flow panel; money-owed and collection-rate gauge; "Today at a glance" tiles; Next job; On-site now, Missing diaries and Live job costs lists.
Takes you to: Jobs, a specific Job, the Schedule.

Chats /chats

What it's for: Messaging between the people of your business, one to one or in a group. Separate from the Messages you send customers, and it only ever reaches your own crew. The owner cannot read a conversation they are not in.
Controls: A search box over your own conversations; the Show when I am in the app and Show my last seen switches live on your Profile and are symmetric (switching yours off hides other people's from you).
Buttons: New chat (a person or a group), Send, a photo button, Remove on your own messages, Block and Report on a colleague's. Group admins get Rename, Add people and Remove.
On the page: Your conversation list with unread counts and who is online, and the open thread with typing and read ticks.
Takes you to: Reported messages (owners and admins, from the bell when a report lands).

My card /my-card

What it's for: What your crew sees about you in this business: your photo, a contact number, your job title and a short status line ("On leave until Monday").
Controls: Photo upload (PNG or JPEG), contact number, job title, status text. Managers can set somebody's job title from Crew; only you can set your status.
Buttons: Save, Remove photo.
On the page: Your card as the crew directory shows it.
Takes you to: Nothing else.

Reported messages /reported-messages manager

What it's for: The one place an owner or admin sees a staff message they were not sent: a single message that a crew member reported, with who sent it and the reason given. Never the rest of the conversation. The person the report is about does not see it, even if they are an admin.
Controls: Open / Handled tabs.
Buttons: Mark handled, Put back on the list. Both are written to the activity log with who did it.
On the page: Each report: the message, who sent it, who reported it and when, the reason, and who handled it.
Takes you to: Nothing else. Reviewing a complaint is deliberately a sit-down job on the dashboard.

Schedule /schedule

What it's for: Your weekly dispatch board. See the week by day, give unscheduled jobs a date, and assign crew.
Controls: Week nav (Previous / This week / Next); a calendar-subscription link; in the schedule dialog: date, start time, crew tick-boxes and a site-leader picker (when 2+ crew).
Buttons: Print run sheet; Copy link / Get a new link (rotates the calendar feed); per-job Schedule → then Save or Move to waiting list.
On the page: A "Waiting for a date" tray and a 7-day grid of job chips (number, title, value, time, customer, crew), plus leave bands.
Takes you to: A specific Job.

Jobs /jobs

What it's for: The master list of every job. Search, filter, bulk-update status, create new jobs, open one.
Controls: Search; Status (All / Quoted / Scheduled / In progress / Done / Cancelled); "Only mine"; "Archived"; Tag; Clear filters. Bulk bar: "Change status to…".
Buttons: From template, New job → Create job; bulk status change (with Undo); Load more.
On the page: A sortable table. Job (number, title, customer/site), Status, Scheduled, Crew, with tick-box selection.
Takes you to: A specific Job.

Job board /board manager

What it's for: A card wall where each job sits in a column by its own status, so you can see where work, and value. Is stuck.
Controls: "Manage queues" reveals a panel to add or delete your own columns.
Buttons: Add queue, per-queue Delete.
On the page: Columns with a count and total value; job cards showing days-waiting and value, flagged orange (waiting) or red (30+ days stale).
Takes you to: A specific Job (click a card).

Job focus /job-focus

What it's for: The week's scheduled work as one card per job (who's on it and when). The by-job companion to the Schedule board.
Controls: Week navigation.
On the page: One card per scheduled job: number, title, customer/site, date/time, assigned crew.
Takes you to: A specific Job.

Day route /day-route

What it's for: A daily run sheet. The day's stops in time order, openable in Google Maps.
Controls: A route-date picker.
Buttons: Open route in Google Maps (all stops) and per-stop Map (open in a new tab).
On the page: An ordered list of the day's jobs with time, customer and site address.
Takes you to: A specific Job; Google Maps.

Tasks /tasks

What it's for: A shared office to-do list for non-job work (order parts, ring the strata manager). Optionally due-dated, assigned or linked to a job.
Controls: Filter tabs (Open / Mine / Done); an assignee picker in the add form.
Buttons: Add task; tick to complete; Delete.
On the page: Quick-add form, then task rows with due date (overdue-flagged), assignee and a link to the job.
Takes you to: A linked Job.

Site diaries /diary manager

What it's for: Chase missing diaries, for a chosen day, which crew on a live job haven't written theirs up yet.
Controls: A date picker and a "Today" button.
On the page: A "Missing diaries" list of crew and the job they owe it on, or "Everyone's up to date".
Takes you to: The relevant Job.

Job detail /jobs/:id

What it's for: The full record for one job. Everything about it lives behind ten tabs.
Tabs: Overview (details, crew, schedule, custom fields, qualification check, client-portal link) · Costs (materials, supplier bills, purchase orders, progress claims / SOPA) · Files · Notes (+ checklists) · Site diary · Photos (build a photo report) · Chat · Variations · Defects · Safety (SWMS, lodgement sheets).
Buttons: Status dropdown; Compliance pack / ZIP; Duplicate; Archive; plus the add/save/send actions inside each tab (raise a claim, add a variation, upload a file, post a chat message…).
Takes you to: Invoices (from a progress claim); the new copy (from Duplicate); the customer portal link.

Sales

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Quotes /quotes manager

What it's for: See every quote at a glance and knock up a new priced one to send.
Controls: Status (All / Draft / Sent / Accepted / Declined); "＋ From price book…" inside the new-quote form.
Buttons: New quote, Add line, Add labour → Save quote; per-row Send (emails the customer, mints an accept link); Load more.
On the page: Quote rows. Number, title, customer, total, open/view + follow-up counts, status pill, and the collapsible new-quote form.
Takes you to: The quote detail.

Quote detail /quotes/:id

What it's for: View a full quote, build Good/Better/Best options, send it, and record the customer's decision.
Buttons: Preview PDF; Send to customer (outbound); Add/Edit good/better/best; Mark accepted (creates a job) / Mark declined; Delete (drafts); Raise deposit invoice; save the scope/inclusions/exclusions.
On the page: Header (customer, valid-until, who signed, view count, total); tiered option cards or classic line items with GST; Notes and Scope cards.
Takes you to: Back to Quotes; an Invoice (deposit).

Invoices /invoices manager

What it's for: See money in vs owed, and quickly raise, send and mark off invoices.
Controls: Status (All / Unpaid / Paid / Void).
Buttons: New invoice → Save; per-row Send (outbound), Mark paid, Undo paid; bulk Mark paid / Void; Load more.
On the page: Paid/Unpaid totals; an ATO tax-invoice compliance note; invoice rows with status pills and tick-box selection.
Takes you to: The invoice detail.

Invoice detail /invoices/:id

What it's for: Open one invoice to send it, chase payment, take a card payment, void it or issue a credit note.
Buttons: Approve (if approval's on); Preview PDF; Send / Send reminder (outbound); Mark paid / Undo paid; Create pay link; Void; Issue credit note.
On the page: Header (customer, ABN, due/paid dates, deposit + status pills, amount); SOPA/payment-claim banners; line items with GST; a "How they can pay" bank/PayID card; credit notes.
Takes you to: Back to Invoices; Business settings (if no bank details yet).

Billing run /billing-run manager

What it's for: Turn a batch of finished jobs into invoices in one pass instead of one at a time.
Controls: Status filter (defaults to Done); grouping. "One invoice per job" or "One per customer".
Buttons: Create N invoices (raises them); select rows / select-all; Load more.
On the page: A jobs table to tick, and a result banner listing the invoices created (with any skipped jobs and why).
Takes you to: Each new Invoice.

Customers /customers

What it's for: Search your customer list and add new customers.
Controls: Search; Tag filter (when you use tags).
Buttons: New customer → Save; a "Possible duplicates" card to Review.
On the page: Customer rows (name, contact, phone, email, site), plus a duplicates card.
Takes you to: The customer detail.

Customer detail /customers/:id

What it's for: One customer's whole history. Jobs, quotes, invoices, notes, plus edit, merge, statement and portal-link tools.
Buttons: Edit details → Save; Merge a duplicate in; add a site; Download statement (PDF); Add note; Get portal link (a durable link the customer can use).
On the page: History lists (jobs, quotes, invoices); "At a glance" lifetime totals; sites, custom fields, tags, statement/dunning, merge and portal cards.
Takes you to: Any of their Jobs, Quotes or Invoices.

Enquiries /enquiries manager

What it's for: An inbox for public "request a quote" submissions that you convert into customers or archive.
Controls: Filter tabs. New / Converted / Archived / All.
Buttons: Copy link / Get a new link (your public form URL); per-enquiry Convert to customer, Archive, Reopen.
On the page: A shareable form-link card and enquiry rows (name, contact, message, date, status).
Takes you to: The converted Customer.

Messages /messages manager

What it's for: A desktop SMS inbox. Read customer text replies and answer them from a keyboard.
Buttons: Copy webhook URL (to receive replies); Send (sends an SMS).
On the page: A two-pane layout: conversation list on the left, the thread and a reply box on the right.

Service reminders /service-reminders manager

What it's for: A work-list of recurring compliance jobs worth rebooking (smoke-alarm tests, RCD testing, test & tag) so you can chase the repeat revenue.
Buttons: New reminder (with quick-fill type chips) → Save; per-row Booked / done, Dismiss.
On the page: A "due now" count, the add form, and reminder rows (service, customer, due date, texted-status).

Money

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Who owes you /receivables manager

What it's for: Every unpaid invoice, oldest debt first, so you can chase the money.
Controls: Sort by Customer, Overdue (default) or Owed.
Buttons: Per-row Send reminder (emails the customer).
On the page: "Total owed" plus aged buckets (Not yet due, 1–30, 31–60, 61–90, 90+ days) and a table of unpaid invoices.
Takes you to: The invoice detail.

Job costs /costs manager

What it's for: Each job's real profit. Billed to the customer minus materials, supplier bills and labour.
On the page: A warning if your labour rate is $0 (profit would look too high), then a profit card per active job breaking down billed / materials / supplier / labour.
Takes you to: Business settings (to set your labour rate).

Supplier invoices /supplier-inbox manager

What it's for: Review supplier invoices forwarded to a special email address and file each against the right job as a cost.
Controls: A "File against job…" picker per item.
Buttons: Get my forwarding address / Copy; per-item Assign (files it as a cost) or Dismiss.
On the page: Your forwarding-address card and an inbox of parsed supplier bills (supplier, amount, subject).

Reports /reports manager

What it's for: A hub of financial reports and exports for you and your bookkeeper.
Controls: Date ranges for BAS/TPAR and GST; GST basis (Cash / Accrual).
Buttons: Download BAS pack (ZIP), TPAR (CSV), Payroll CSV, Full data export.
On the page: Profit by customer; Work-in-progress / unbilled; Price discrepancies; BAS & tax exports; Payroll hours; GST summary (collected / paid / net).

SOPA register /sopa-register manager

What it's for: A business-wide register of the progress claims you have marked as Security-of-Payment claims. Your reference if a claim ever goes to adjudication.
Which states: Jobdeck carries the statutory endorsement wording for NSW, QLD and VIC. Raise a claim for any other state or territory and Jobdeck says so on the document itself: the endorsement is not available yet, so it may not meet that state's requirements for a statutory payment claim. Check the Security of Payment legislation that applies where you are. Jobdeck is a tool for producing these documents, not legal advice, and it does not lodge anything with a regulator.
On the page: A table of claims: invoice, customer, the Act it's made under, amount, claimed-to-date, status, issued date.
Takes you to: The invoice detail.

Scheduled reports /scheduled-reports manager

What it's for: Have a chosen report emailed as a PDF to you or your bookkeeper on a recurring schedule.
Controls: Report (Aged receivables / WIP / Job profit / Profit by customer); frequency; day; time; recipients.
Buttons: Schedule it; per-schedule Send now, Pause/Resume, Delete.

Business toolkit /business-toolkit manager

What it's for: Replay your last three months of real profit under what-if cost/price changes, not a forecast, a "how would that have gone".
Controls: Three sliders (−50% to +50%): materials cost, labour cost, sell price.
Buttons: Reset to actual.
On the page: A month-by-month result: adjusted profit and margin with a marker for what actually happened.

Crew hours /hours manager

What it's for: Review the crew's hours for a week from their site diaries, and approve leave and reimbursements before payroll.
Controls: Week navigation.
Buttons: Download payroll CSV; Approve/Decline leave; Approve/Decline and Mark paid reimbursement claims.
On the page: A weekly timesheet (daily minutes, over-hours flagged), leave requests and reimbursement claims.

Setup

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Crew /crew

What it's for: Invite workers and manage who's on the team, their role, and what managers can access.
Buttons: Send invite (with an optional accountant seat); Resend / Revoke pending invites; Make admin / Make worker / Remove; per-permission tick-boxes (owner only).
On the page: An invite form, pending invites, and the member list with an owner-only permission grid.
The free accountant seat: Tick accountant seat when you invite your bookkeeper or accountant. It is free and never counts towards your band, and you can have two of them. The seat is read-only: they see reports and the full data export, and nothing else. That is exactly why it is free, so if you later give one of them wider access they become an ordinary user and start counting towards your band like anyone else. Invite a third and Jobdeck tells you at the moment you send it, rather than letting them find out when they try to join.

Price book /price-book manager

What it's for: Reusable priced items and kits that drop straight into a quote.
Controls: Search; a markup-vs-margin toggle in the new-item form.
Buttons: New item → Save item; per-row Delete.
On the page: A table of items (name, type, unit, cost, price, margin/markup) with a price-from-cost calculator.

Job templates /job-templates manager

What it's for: Reusable job types (title, description, materials, checklist) to raise a new job in one step from the Jobs page.
Buttons: New template, Add material, Add checklist item → Save template; per-row Edit / Delete.
On the page: The template editor and a list of your templates.

Checklist templates /checklist-templates manager

What it's for: Write a reusable checklist once, then apply it to matching jobs in one tap.
Buttons: Save template (name + one item per line); per-row Delete.

Custom fields /custom-fields manager

What it's for: Extra data fields you track on every job and customer (meter number, strata number, NMI…).
Controls: Field type. Text / Number / Date. Per Job fields and Customer fields section.
Buttons: Add field; per-field Delete (removes it and its values everywhere).

Message wording /message-templates manager

What it's for: Reword the automatic texts and emails Jobdeck sends on your behalf, with a live preview.
Buttons: Placeholder chips (drop in a name/detail); Save; Reset to default.
On the page: An editor per message. The text, insertable tags, a preview, and whether it's using the default wording.

Recurring jobs /recurring manager

What it's for: Repeating maintenance work that auto-raises a job on a schedule (smoke-alarm tests, servicing).
Controls: Cadence. Weekly / Fortnightly / Monthly / Quarterly / Yearly.
Buttons: New recurring job → Save; per-row Pause / Resume.

Licences /credentials

What it's for: Every crew member's and subbie's licences, tickets and insurances in one place, so nothing lapses before a job.
Controls: Type. Licence / Ticket / Insurance / Other.
Buttons: Add a licence → Save; per-row Delete.
On the page: Expiry warnings, and a table sorted soonest-to-expire first.

Contractors /contractors manager

What it's for: A subbie registry with each contractor's ABN validated. A missing or invalid ABN is flagged (47%-withholding risk).
Controls: "Show archived".
Buttons: Add contractor; per-row Archive/Unarchive, Delete.

Plant & equipment /plant manager

What it's for: A WHS register for vehicles, tools and test gear. Tracking rego, insurance, service and calibration due dates.
Controls: Type. Vehicle / Equipment / Tool; "Show archived".
Buttons: Add to register; per-row Archive/Unarchive, Delete.
On the page: Expiry warnings and a register with a status pill per item.

Incidents /incidents manager

What it's for: A workplace-incident register that tells you the moment an incident becomes notifiable and to ring the WHS regulator.
Buttons: Report an incident → Save to register; per-row Mark notified.
On the page: A report form with statutory category tick-boxes and a live "This is a notifiable incident" banner.

Toolbox talks /toolbox-talks

What it's for: Log pre-start/safety talks and capture a digital sign-on from each worker. Your evidence of the WHS consultation duty.
Buttons: New talk → Save; Sign myself on; Add a subbie's sign-on.
On the page: Talk rows with a sign-on count; click one to expand its sign-on register.

Integrations /integrations manager

What it's for: Connect Jobdeck to the accounting and payment software you already run. Everything stays in safe test mode until you add your own keys.
Accounting: Xero, MYOB, QuickBooks. Connect, then push customers and invoices across with Sync now.
Payments: Stripe, Square. Let customers pay an invoice by card; PayPal is on the way.
Buttons: Connect (opens the provider's secure sign-in), Sync now, Disconnect. Each card shows a Live or Test mode pill and, until keys are set, which keys to add.

Business settings /settings manager

What it's for: The details, rates and preferences that print on your quotes and tax invoices and drive Jobdeck's automations.
On the page: Business (trading name, legal name, ABN, licence); Logo; Getting paid (terms, bank/BSB/account, PayID, card surcharge); Job costing (labour cost rate with a loaded-rate calculator, charge-out rate, knock-off time); After the job (Google review link); toggles for quote chasing, overdue chasing (dunning) and invoice approval; document look (brand colour, theme, T&Cs).
Buttons: Save settings; upload/remove logo.

Plan /plan

What it's for: Your subscription status and how to subscribe.
On the page: Your plan, status and access; your team size and what counts towards it; the date your subscription renews, or ends if you have cancelled; and the free-trial-ends date while you are still trialling. This is where you subscribe, change band and cancel. Billing & invoices opens the payment provider's own portal for your card, invoices and receipts. If a payment has failed you are told here, with access continuing until the period you have paid for runs out. Also the price ladder, what you will never be charged for, and links to Privacy and Terms.
Read-only: If the subscription lapses you keep full read access: every job, quote, invoice and report stays open, and the full data export on the Reports page keeps working. Only adding and changing is refused. The automations pause with it. Invoice chasing, service reminders, recurring jobs, scheduled reports and accounting sync stay quiet until you subscribe again.

On the phone app

The Jobdeck phone app is the field half of the product. It shares one login and one set of data with the dashboard, and it changes to suit your role. The crew get a simple app built for the tools, the boss gets a command centre with everything the dashboard has.

Getting in

Sign in or create an account. Same login as the web dashboard. Enter your email and password, or tap Continue with Apple / Sign in with Google. New accounts need a password of at least 8 characters.
Verify by email code. Jobdeck emails a 6-digit code, punch it in. Didn't turn up? Hit Resend code (short cooldown).
Set yourself up (starts your trial). Enter your name, then Create a business and name it, that starts your 14-day free trial and lands you on the Today tab as the boss.
Joining a crew? Your boss invites you from Team and sends a code or a link. Tap the link (it opens the app) or choose I have an invite and paste the code, then Join business. You still make your own account and verify by email first. The code just attaches you to the business.

For the crew. Built for the tools

A worker's app is four tabs, with no dollar figures and no clutter:

Today: Your next job with a big Navigate (opens Maps) and I'm on site button, plus quick actions. Fill in a diary, my hours, claim money back, ask for a day off, and the rest of today's jobs.
Diary: Your daily paperwork list, which jobs still need writing up, what's saved, and what's waiting to sync.
Hours: Your worked hours for the week, built automatically from the diaries you write (no separate clock). Flick between weeks; tap a day to see the jobs behind it.
Me: Your details and one-tap tools. Expenses, leave & RDO, my hours, tickets & licences, location sharing on/off, and sign out.

Your day on the tools, in the app:

Heading out? On Today, tap On my way to text the customer an ETA (15 / 30 / 45 min), and Navigate to open Maps.
On site, open the job for the address, description, customer, your crew and the safety docs (SWMS). Add materials or snap photos as you go.
Write the diary. Start/finish times (or tap Clock on / off now), a break, notes (dictate with the mic, tidy with one tap) and site photos. It saves on the phone and syncs when you've got signal, so no reception is no problem.
Your hours build themselves from those diaries, just check them on the Hours tab.
Out of pocket? Claim it back. Amount, category (fuel / materials / tools / parking), snap the receipt, link it to a job, send. It goes to payroll.
Need a day off? Ask for leave or an RDO (annual / sick / RDO / unpaid). It goes to the boss to approve.

For the boss. The whole business in your pocket

Today: A calm command centre: the day's shape ("3 jobs on · 2 on site"), quick actions (new quote, raise invoice, assign a job, match a bill), who's on which job, and a "needs attention" list. Crew to plan, jobs to invoice, missing diaries, quotes to chase.
Jobs: The full job list with search and filter chips (All / Scheduled / Active / Done / Quoted), and a + to create a job.
Money: Owed to you with an ageing breakdown, raise/view invoices, and the books, quotes, invoices, reports, payment details. (Hidden unless you have money access.)
Crew (Team): The "prep for the boss" desk. Jobs to get on the board, who's free or on site, finished jobs ready to invoice, and tools like purchase orders, team hours and permissions.
More: One organised home linking to everything else. Grouped Work / Sales / Money / Setup exactly like the dashboard (quotes, billing run, receivables, reports, SOPA, price book, templates, contractors, plant, toolbox talks, incidents, licences, integrations, plan and settings). Items appear based on your permissions.

Everything in the site map above is reachable on the phone too, through More. The phone and the dashboard are two windows onto the same business.

What your customers see

These are the no-login pages Jobdeck creates for the people you work with. They show your business name, never Jobdeck's branding, and never expose your costs, profit or crew.

Quote. Accept online /quote/…

Who gets it: A customer you sent a quote link.
They can: Read the quote and Accept it by typing their name (a legal e-signature). Tiered quotes let them pick Good / Better / Best; classic quotes let them tick optional extras with the total updating live.

Job portal /portal/…

Who gets it: A customer given the status link for one job.
They see: Read-only: job status, next visit, the quote, approved variations, invoices (paid/unpaid) and job photos.

Customer portal /portal/customer/…

Who gets it: A repeat customer given one lasting account link.
They see: Every quote, job and invoice they've had with you, and a "View & accept" button on any open quote.

Variation. Approve online /variation/…

Who gets it: A customer sent a variation (extra or changed work).
They can: Approve it with their name, or Decline. The paperwork that means you get paid for extra work.

Request-a-quote form /enquiry/…

Who gets it: A lead following your public "request a quote" link (website, Facebook).
They can: Send their name, phone, email and message straight into your Enquiries inbox, no login.

Still stuck?

Email support@jobdeck.com.au and a real person will get back to you, usually the same day. For how we handle your data, see the Privacy Policy; for the fine print, the Terms of Service.

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