Resources
Guides and reference material.
Practical walkthroughs for every part of Jobaro. Written for trades, letting agents, and property managers — not for developers.
Getting started
5 guidesSetting up your company profile
Add your trades, service area, availability, and branding so customers see the right information.
See it in action →Creating your first quote
Walk through building a professional quote from scratch using the Jobaro quote builder.
See it in action →Converting a quote to a job
Once accepted, turn your quote into a live job in one click and assign it to your team.
See it in action →Adding your first operative
Invite a tradesperson, set their trades and qualifications, and assign them their first job.
See it in action →Setting up FastTrack booking
Enable FastTrack so customers can find and book your business online with a single step.
See it in action →Jobs & quoting
5 guidesUsing the scope matrix
How to build a detailed labour and materials breakdown that impresses customers and protects your margin.
See it in action →Handling variations
Add variations mid-job, get customer sign-off, and keep your contract clean.
See it in action →Snag lists and handover
Use snag lists to capture defects at completion and produce a clean handover pack.
See it in action →Self-quote links explained
Give customers a link to get instant estimates themselves — and how to manage the leads that come in.
See it in action →Estimate vs. fixed price quotes
When to use each, how they appear to customers, and how guide prices are set.
See it in action →Stock & materials
4 guidesSetting up your stock locations
Organise materials by van, site, yard or workshop. Each location tracks its own levels.
See it in action →Logging materials used on a job
How operatives log what they've used, and how it flows back to your stock levels automatically.
See it in action →The buying list
Automatically generate a purchase list from low-stock items across your locations.
See it in action →Linking materials to quotes
Build materials directly into your scope so quoting and stock management stay connected.
See it in action →Property & portfolio
4 guidesProperty history and audit trail
Every job, quote, and document attached to a property is logged automatically for the full ownership lifetime.
See it in action →Setting up a letting agent portfolio
How to manage multiple landlords and tenants across a property portfolio from one login.
See it in action →Tenant repair requests
How tenants report issues, how agents triage them, and how they flow into the jobs pipeline.
See it in action →Landlord approvals
Give landlords visibility of maintenance costs and a simple one-tap approval flow.
See it in action →Invoicing & payments
3 guidesCreating an invoice from a job
Generate a professional invoice directly from the completed job record. All scope and variations are included.
See it in action →Customer payment portal
How customers pay online via the job portal and how you receive the funds.
See it in action →Handling disputes
The process for raising and resolving a payment dispute through the platform.
See it in action →Ready to try it yourself?
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