Guides
Set it up your way.
Short, plain-English guides to every part of GotTheJob, with pictures of the real screens. New here? Start with the first one.
15 guides
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Start here
The ten short steps before your first quote goes out.
Quotes and prices
How your quotes look, what goes on them, and how to take a change back.
- Guide 2 Your branding, colour and quote style Your logo, licence and colour on every quote, and which of the four quote styles your customers see. Read time: 2 minutes
- Guide 3 Your prices and units Your price list: what each item costs you, your margin, the unit it is sold by and what the customer pays. Read time: 2 minutes
- Guide 10 Themes and your own colour Pick one of eight themes, or make one from your own colour, in light or dark. Read time: 2 minutes
- Guide 13 Undo, versions and the Trash Take back a change, go back to an earlier version of a quote, or get a deleted quote back. Read time: 2 minutes
- Guide 14 Scope of works sections Spell out what is in and out of the price, the materials, method, timeline, warranty and terms, each under its own heading. Read time: 2 minutes
- Guide 15 Write up a quote from your notes Type quick notes about the job and let the app write the scope, inclusions, exclusions and the rest. Read time: 2 minutes
Follow-ups and messages
The emails and texts that go out after a quote, and what happens to them.
- Guide 4 Your tone of voice and follow-up wording Make the follow-up emails and texts sound like you, with the customer’s name and quote filled in. Read time: 2 minutes
- Guide 5 When follow-ups go out (send times, quiet hours) Which follow-up goes on which day, at what time of day, and the hours when nothing is sent. Read time: 2 minutes
- Guide 6 Texts, your dedicated number and replies Send follow-ups by text from your own dedicated number, and see what happens when a customer replies. Read time: 2 minutes
- Guide 7 Sending from your own email domain Send quotes and follow-ups from your own business address, so they reach inboxes and look like you. Read time: 2 minutes
- Guide 9 Reading the quote activity log Who a quote went to, what went out and when, who opened it, and what goes next. Read time: 2 minutes
Getting paid
Deposits, stages and the ways customers can pay you.
Team and connections
The people on your account, and the other apps it talks to.
Still stuck?
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