Overview
6 guides.
Your first 30 minutesSigning up asks for one thing: your shop name. Everything else is a checklist on your dashboard, and this walks one job from quote to the shop floor.
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 language, how Jeevy reaches you, and what the assistant should remember about you. Everything here is about you, not the shop.
Job costWhat the job actually cost: material bought against it, plus out-of-pocket expenses with receipts. Actuals, not the estimate.