JobSiteCore help articles

Get started with JobSiteCore

Walk through setting up your company, inviting your team, and kicking off a project.

Get help / contact support

Browse FAQs, send feedback, or reach out to JobSiteCore support when you need a human.

The full article is in the app’s Help Center.

AI Quote Import: voice, photo, or PDF

Dictate scope on a job walk, snap a hand-written estimate, or drop a competitor's PDF — JobSiteCore drafts a priced quote in minutes.

Create a quote

Build a quote with line items, send it for signature, and convert it into a project the moment your customer approves.

Add a customer

Capture contact info, properties, and notes for a customer so you can reuse them across quotes, projects, and invoices.

Configure quote templates

Save line-item bundles you reuse on every quote so the next bid takes minutes, not hours.

The full article is in the app’s Help Center.

Work your sales pipeline

See every open lead and quote by stage — as a list, a board or a map — and move each one forward as the deal progresses.

Stay on top of follow-ups

See the follow-ups assigned to you, grouped by when they are due, and snooze, complete or reopen them from one list.

See which quotes are falling behind

Estimator Oversight groups every active quote by the person who owns it and flags the ones that need attention, so you can step in.

Capture a lead in the field

Save a lead at the site — address, photos, notes and who you spoke with — and it lands in the Lead column of your pipeline.

Create a project

Add a project, set the customer and address, define the scope, and start tracking progress on the timeline.

The full article is in the app’s Help Center.

Voice assistant: hands-free control

Tap the mic to dictate quotes, open projects, log notes, or start the time clock — without taking off your gloves.

Track time on a job

Clock in and out from the field, log break time, and assign hours to the right project so payroll runs cleanly.

Submit an expense

Snap a receipt, tag it to a project, and submit it for reimbursement — works on the field-worker phone too.

The full article is in the app’s Help Center.

Manage warranty claims

Track warranty items per project, log service requests from the customer portal, and close out resolutions.

Schedule a job on the calendar

Drag a project onto the calendar, assign a crew, and notify the team — they see the change instantly on their phones.

Use the photo upload feature

Upload progress photos from a phone or computer and tie them to a specific project, room, or punch-list item.

The full article is in the app’s Help Center.

Field worker dashboard

See what your crew sees on their phones — today's assignments, time clock, photos, and submitted expenses.

The full article is in the app’s Help Center.

View daily logs

Read the daily log a crew lead submitted from the field — weather, manpower, work performed, and photos.

The full article is in the app’s Help Center.

Run an emergency callout

Log a callout, send it to your crew, and capture the owner's authorization on scene — all from the Dispatch board.

Invite team members

Send an email invitation to your office staff or field crew and set their role so they only see what they should.

Request time off

Submit a vacation, sick day, or personal-time request and let your manager approve it from their inbox.

The full article is in the app’s Help Center.

Set up your subcontractors

Maintain a directory of your subs with their trades, contact info, and current compliance documents on file.

Send an RFQ to a subcontractor

Request a quote from one or more subs, compare their bids, and award the scope to the winning bidder.

The full article is in the app’s Help Center.

Manage compliance documents (COIs)

Collect and track certificates of insurance from your subs, with expiration alerts before coverage lapses.

The full article is in the app’s Help Center.

Run a toolbox talk

Pick a topic, present it on the jobsite, and capture attendance signatures all from one screen.

The full article is in the app’s Help Center.

Complete a JHA

Walk through a job hazard analysis with your crew before work begins and document who participated.

The full article is in the app’s Help Center.

Configure notifications

Choose which events email or text you, and turn off the noisy ones without losing important alerts.

The full article is in the app’s Help Center.

Set up your company profile

Add your logo, business address, license numbers, and branding so documents you send carry your identity.

The full article is in the app’s Help Center.

Export project data

Download a CSV of your projects, invoices, or customers for accounting, audits, or migration.

The full article is in the app’s Help Center.

Customize the dashboard

Pick which widgets show on your home screen so the metrics you care about are what you see when it opens.