Overview
6 guides.
Your first 30 minutesShop setup asks for a name, and can take an address, a logo, a point of contact, your people, your machines, and the work you already have. The dashboard checklist then walks your first job.
Quotes and projectsEverything the shop is working on. A quote is a job you are pricing; accepting it turns it into a project and carries everything across.
Inside a jobThe job header: client, PO, stage and notes. Everything else about the job hangs off the sidebar beside it.
Email on a jobEmail threads attached to this job, including anything the intake agent routed here on its own.
Your accountYour profile, your theme, your language, how Jeevy reaches you, and what the assistant should remember about you. Everything here is about you, not the shop.
Job costOut-of-pocket costs logged against a job, with their receipts: a hardware run, site gas, a courier. Material purchases live in Purchasing.