Help

Most of what there is to know is in the first week. If something here does not answer it, write to us — the address is at the bottom and a person reads it.

Your first week

01

Pick your trade

The first thing setup asks. Your answer installs a catalog — the work types, crews, machines, materials and production rates for 14 trades, each written separately.

It matters because a landscaper handed excavation’s dozer rates is worse off than one handed nothing: wrong rates still produce a confident-looking price. You can change trade later, and nothing you have already bid is lost.

02

Make the rates yours

This is the hour that matters most. Go to Settings and put in what you actually pay — your wages, your machine costs, your material prices, your overhead and margin.

Every production rate ships marked SEEDED, which means somebody’s careful estimate rather than a measurement from your crew. They are a starting point to correct, not a number to trust. Correct the ten work types you sell most and the rest can wait.

03

Build a real bid

Pick the work from your catalog and enter quantities. The app turns that into hours and dollars using your rates, and shows every assumption it made.

Anything can be overridden before it goes out. If a line does not fit the catalog, add a custom one — and if you sell it often, save it to your own work types so it is there next time.

04

Send it, and see what it cost

Your customer gets a clean document with the scope, the price and the conditions — never your costs or your margin. Revise it and the version they already saw never changes.

When the job is done, record the hours against the work they went on. That is what closes the loop: after three jobs on the same kind of work, the app tells you whether you are bidding it too fast or too slow, and asks whether to update the rate. It never changes one behind your back.

Questions that come up

What happens when I send a quote?

Your customer gets an email under your company name, with your address as the reply-to — so a reply reaches you and not us, and nothing in it mentions JobsiteBoss. It carries the link rather than the price, because an email gets forwarded and screenshotted months later and a bare number without its conditions is exactly what this product exists to prevent. The estimate is marked sent only once the message has actually left, so a failed send never starts the clock on an offer nobody received.

My estimate looks too cheap, or too expensive.

Almost always the rates. Check the production rate on the work types in the bid — how much your crew gets done in an hour — then your wages and machine costs. The build-up on the estimate shows every step from cost to price, so you can find which line is wrong rather than guessing at the total.

What happens when the trial ends?

Nothing is charged — no card is taken to start a 14-day trial, so it simply stops. Your data stays where it is, and picking a plan opens it again.

Somebody on my crew should not see what jobs make.

Give them the Field role. Seeing money is its own permission, and it is off for Field by default — they can log hours without costs or margins ever reaching their screen. Settings has a grid where you can change what each role reaches.

Guides

Want to be walked through it?

Half an hour on the phone, whenever suits you. Nothing to install and nothing to prepare — bring whatever you are unsure about. If you are still inside your free trial, showing up adds 14 days to it.

Ask for a walkthrough

Still stuck?

Write to jobsitebosssupport@gmail.com and tell us what you were doing and what happened. If it is about a specific estimate, the number at the top of it helps.