Help & Support
We know that choosing the right app to run your business is a big decision — and we want you to feel confident every step of the way. Whether you're wondering how JobTek works, who it’s for, or what it can do for your day-to-day, you’ll find the answers right here. If you still need a hand, our team’s just a message away.
When you log into the JobTek app, you will be taken directly to the Dashboard. The Dashboard is your central hub for managing bookings, jobs, and work progress.
1. My Next Bookings
The first view on your Dashboard is My Next Bookings.
Here you can swipe left to see your next four bookings.
Each booking summary displays:
Booking Type
Date of Booking
Job Number
Customer Name
Customer Address
Action Buttons
Below each booking, you’ll see action buttons that update as you progress through the job:
Start Travel (if a valid address is present)
Start Work
Pause Work
Finish Work
2. Travel and Navigation
When you click Start Travel, the app will ask if you want to launch navigation.
If you select Yes, your preferred navigation app (set in App Preferences) will open.
If you select No, navigation won’t open, but the booking status will update automatically.
Statuses during travel include:
Pause Travel
Arrived at Site
When you reach the destination, select Arrived at Site.
3. Starting and Completing Work
Once you’ve marked Arrived at Site, your action buttons will change:
Start Work → Begin the job
After starting, the buttons update again to:
Pause Work
Finish Work
When you select Finish Work, the booking will be removed from your Dashboard, and the next booking in your list will appear.
4. My Open Items
Below My Next Bookings, you’ll see My Open Items.
Depending on your permissions, this section shows counts of:
Open Bookings
Open Jobs
Tap on either option to view the full list.
5. Bookings by Status
Swipe left on the Dashboard to view all bookings by status.
Each booking status is colour-coded for easy reference.
To change booking status colours:
Go to More → Admin → Booking Statuses
Select a status to view or edit its details.
6. Jobs by Status Swipe left again to see all jobs by status. Like bookings, job statuses are also colour-coded.
To change job status colours:
Go to More → Admin → Job Statuses
Select a status to view or edit its details.
7. Workflows:
Add a workflow against a Job Type to update Job and Booking Statuses as you progress through each stage.
If you require any assistance, contact support@jobtek.com
Managing Enquiries in JobTek
Here’s how to receive, view, and manage new or existing enquiries within the JobTek platform.
Accessing Enquiries
On the bottom menu, next to Dashboard, tap Enquiries. This section displays all enquiries received from:
Your website contact form
Your linked social media accounts
No website? No problem! JobTek provides you with a free single-page website that includes a contact form: jobtek.net/yourcompanyname
Pro Tip: Add this link to your social media bios so customers can quickly reach you from any platform.
You can also embed the JobTek enquiry form into your existing website. For help, contact support@jobtek.com.
All submitted enquiries will appear in your Enquiries Dashboard, with a notification counter for unread messages.
Organising Enquiries
You can group enquiries by:
Customer
Follow-up date
Last message
Owner
Queue
Status
Unread / Read
Statuses make it easy to track progress and ensure nothing is missed.
Adding or Editing Enquiry Statuses
Tap More
Select Admin
Tap Enquiry Statuses
From here, you can:
Select an existing status to rename or change its colour, then tap Save.
Tap the + icon (top-right corner) to create a new status:
Enter a name
Choose an enquiry result
Pick a colour
Tap the green Save button
Automating Status Updates
To set up automatic status changes based on activity:
Tap More
Go to Admin
Select Enquiry Queues
Here you can create a new queue or select an existing one. Each queue can also have a unique contact page, for example:
jobtek.net/yourcompanyname/contact
You can configure automation settings such as:
Initial enquiry status
Message received status
Message sent status
This ensures enquiry statuses update automatically, saving you time and keeping your pipeline organised.
Setting Automatic Replies
You can set an auto-reply for new enquiries. For example:
"Thanks for your enquiry. A member of our team will be in touch shortly."
This provides customers with instant confirmation while giving you time to follow up at your convenience.
If you require any assistance, contact support@jobtek.com
JobTek Help Guide: Social Media Integration (Meta Channels)
JobTek’s Social Media Integration allows you to receive new customer enquiries directly into the JobTek app from the following Meta platforms:
Instagram
Facebook
WhatsApp Business
Once connected, all incoming messages from these channels will appear in JobTek Enquiries, helping you manage and respond to leads in one place.
Prerequisites
Before starting, ensure:
You have administrator access to your JobTek account
You have admin access to the relevant Facebook, Instagram, and/or WhatsApp Business accounts
You are signed in using the JobTek user credentials you want linked to Meta
Accessing Account Settings
You can set up the integration using either the JobTek app or a web browser.
Option 1: From the JobTek App
Tap More
Tap My Account
Select Manage My Account
Option 2: From a Web Browser
Open a web browser on your PC or tablet
Navigate to: https://app.jobtek.com/public
Sign in using your JobTek user credentials
Linking Your Social Media Channels
Once logged in to Manage My Account:
Click My Channels
Click Add Channel
Selecting Meta Accounts
Select the media accounts you want to sync with JobTek
Choose Opt in to all current and future businesses (recommended)
Click Continue
Click Continue
Review the JobTek Access Request
Select Save
Click Got It
All available Meta accounts you have access to will now be visible and ready to sync with JobTek.
Enabling Channels in JobTek
To activate the channels within JobTek:
Go to My Account
Navigate to Enquiry Channels
Select the social media channels you wish to sync with your JobTek instance
Default queues previously setup in the JobTek app can be applied to each social media channel, or left as the default queue if you prefer.
Receiving Messages in JobTek
Once enabled:
Messages received via Instagram, Facebook, and WhatsApp Business will now also automatically appear in JobTek Enquiries
All new social media enquiries can now be managed directly within JobTek.
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Troubleshooting: Meta Permission & Access Issues
If your social media channels are not appearing in JobTek, or messages are not coming through, the issue is usually related to Meta permissions or account access. Use the checks below to resolve common problems.
Channels Not Showing in JobTek
Possible causes:
You are not an admin of the Facebook Page, Instagram account, or WhatsApp Business account
The Meta account used during setup does not have full permissions
The business is not selected during the Meta opt-in process
How to fix:
Log in to Facebook Business Manager
Confirm you have Admin access to the Page or account
Re-run the JobTek integration process
When prompted, select:
Opt in to all current and future businesses
All relevant Pages, Instagram accounts, and WhatsApp Business numbers
Save and complete the setup again
Instagram Messages Not Appearing
Possible causes:
Instagram account is not connected to a Facebook Page
Messaging is disabled for Instagram
The wrong Instagram account was selected during setup
How to fix:
In Facebook Business Manager:
Ensure your Instagram account is linked to a Facebook Page
Check Instagram Settings → Privacy → Messages
Confirm messaging is enabled
Reconnect the Instagram channel in My Channels within JobTek
Facebook Messages Not Syncing
Possible causes:
Page messaging permissions were not granted
JobTek was not given access to read and manage messages
How to fix:
In Facebook Business Manager:
Go to Business Settings → Integrations
Locate JobTek
Ensure all message-related permissions are enabled
Save changes and refresh JobTek
WhatsApp Business Messages Not Coming Through
Possible causes:
WhatsApp Business account is not approved by Meta
The WhatsApp number is not linked to the correct Meta Business
Required permissions were not accepted during setup
How to fix:
Confirm your WhatsApp Business account is approved and active
Verify the phone number is linked to the correct Meta Business
Re-run the JobTek channel setup and approve all requested permissions
Permission Request Was Declined or Skipped
Symptoms:
Channels appear but do not receive messages
Setup completes but no enquiries arrive
How to fix:
Log in to Facebook Business Manager
Go to Settings → Business Integrations
Remove JobTek
Return to JobTek and re-add the channel
Carefully review and accept all permission requests
Messages Previously Received but Now Stopped
Possible causes:
Meta permissions expired or were revoked
Page ownership or admin roles changed
Security settings were updated in Meta
How to fix:
Check Business Manager admin access
Reconfirm JobTek permissions under Business Integrations
Reconnect the affected channel in JobTek
Still Having Issues?
If problems persist:
Confirm you are logged into the correct Meta account
Try completing setup using a desktop browser
Ensure pop-up blockers are disabled during setup
If you continue to experience issues, contact JobTek Support with:
The affected channel (Facebook, Instagram, or WhatsApp)
The Meta Business name
Screenshots of any error messages
This guide explains how to add new customers, edit existing ones, and manage customer details within the JobTek app.
1. Accessing Customers
From the bottom-right corner, tap More.
Select Customers.
Here you can add new customers or search for existing ones.
2. Adding a New Customer
Tap the + (plus) icon in the top-right corner.
Complete the customer details form:
Name – Enter the customer’s or company’s name.
Account Number – Enter an account number (optional).
If using an accounting system (e.g., Xero or QuickBooks), ensure account numbers match in both systems.
If they do not match, invoices may not reconcile correctly.
Billing Address – Select or enter a billing address:
Use the postcode or company name search to find the address.
Select the correct option or enter manually.
Add a description name (e.g., “Head Office”).
Confirm the location on the displayed map by selecting Confirm.
Default Job Address – Enter if different from the billing address.
Payment Term – Select from existing payment terms.
To add or edit payment terms: More → Admin → Payment Terms.
Use Order Numbers – Select Yes or No.
On Stop – Choose one of the following:
Warning (Allow Bookings)
On Stop (Prevent Bookings)
If selected, you’ll be asked to provide a Stop Reason, which will display elsewhere in the app when creating jobs or bookings.
Once all details are entered, tap Save.
3. Customer Tabs
At the bottom of the customer screen, you’ll see several tabs:
Details
Displays the information entered when creating the customer.
Contacts
Add or edit customer contacts. For each contact, you can enter:
Name
Email Address
Phone Number
Mobile Number
Default Contact Type – Select from the list provided.
To add or edit contact types: More → Admin → Contact Types
Addresses
View, add, or update customer addresses (billing or job-specific).
Attachments
Upload and store important customer documents, accessible to office staff and field workers.
Notes
Add customer notes, with optional attachments.
Private Notes – Visible only within your organisation.
Public Notes – Visible to the customer.
Enquiries
View customer-specific enquiries.
Jobs
View all jobs linked to the customer.
Invoices
View invoices raised against the selected customer.
If you require any assistance, contact support@jobtek.com
This guide explains how to add new users, edit existing ones, and manage user roles within the JobTek app.
1. Accessing the User Management Section
From the Dashboard, tap the More menu in the bottom-right corner.
Select Admin.
From the Admin menu, choose Users.
2. Adding a New User
Tap the + (plus) icon in the top-right corner.
Complete the user details form that appears.
Once all required fields are filled, tap Save.
3. Searching for an Existing User
If you have many users set up, use the search bar at the top.
Start typing the user’s name — the list will filter automatically as you type.
4. Editing a User
Select the user you want to edit from the list.
Update their details as required.
To change roles, adjust the roles assigned to the user.
Tap the green Save button at the bottom of the screen to apply changes.
If you require any assistance, contact support@jobtek.com
The App Preferences section allows you to personalise how JobTek works on your device.
1. Accessing App Preferences
From the bottom-right corner, tap More.
Select User Preferences from the Admin menu.
2. Preference Options
Preferred Navigation App
Choose the mapping app you want JobTek to use for travel and directions.
The list only shows apps installed on your device and supported by JobTek.
Example: If Waze isn’t installed on your device, it won’t appear in the list even though JobTek supports it.
Theme
Choose how JobTek looks on your device:
Dark Mode – dark background, light text
Light Mode – light background, dark text
System – follows your device’s system settings
Time Zone
Set JobTek to the time zone of your country.
All date and time values will adjust automatically based on your selection.
Animate Pages
Controls how screens load within the app.
This is purely a visual effect and does not impact functionality.
If you require any assistance, contact support@jobtek.com
When viewing the Dashboard, you’ll see two coloured status symbols in the top-right corner of the app:
1. GPS Status Icon
The GPS icon (on the left) shows your device’s GPS connection status:
Green – GPS is active and connected.
White – No GPS connection.
What GPS is used for
Calculating ETAs when travelling to a booking.
Identifying the location of resources when viewed in the Map menu.
Additional Details
Tap the GPS icon to see a text box confirming:
Tracking Active
Tracking Not Active
2. Cloud Sync Status Icon
The cloud icon (on the right) shows the app’s connection with the JobTek cloud database.
Cloud Status Colours
Green – The app is connected to the server and all data is up to date.
Orange – The device is currently syncing data with the server. Once complete, the cloud returns to Green.
Red – The device cannot communicate with the server.
Any activity in the app is stored locally until a connection is restored
Once restored, the cloud turns Orange while syncing, and then returns to Green when complete.
Additional Details
Tap the cloud icon to view a message box showing the current synchronisation status.
If you require any assistance, contact support@jobtek.com
The Booking Statuses allows you to view, manage, and customise booking information. You can also add or edit booking statuses and assign colours for easy identification.
1. Accessing the Bookings Dashboard
On the bottom menu, tap Dashboard (left-hand corner).
You’ll first see the Welcome Screen.
Swipe left once to view the Bookings Dashboard.
2. My Open Bookings
At the top of the Bookings Dashboard, you’ll see My Open Bookings, which shows all bookings allocated to the current user.
Today’s Bookings – Displays only bookings for the current day.
All Future Bookings – Displays all upcoming bookings allocated to the user.
3. All Bookings by Organisation / Status
Further down the screen, you’ll see:
My Open Bookings by Status – Each booking status is shown as a tile, with custom colours for easy identification.
All Open Bookings by Organisation
4. Managing Booking Statuses
To change colours, edit existing statuses, or add new ones:
Tap More (bottom right-hand corner).
Select Admin.
Choose Booking Statuses.
Editing a Booking Status
Tap an existing booking status.
Select the pencil icon to edit the name or change the colour.
Tap Save to confirm changes.
Updates will be reflected immediately in the Dashboard view.
Adding a New Booking Status
Tap the + (plus) icon in the top-right corner.
Enter a Name for the new status.
In the Job Result field, select how this status should behave:
None – The status will appear in the Bookings Dashboard (e.g., Not Started).
Failed – The status will appear in the Jobs Dashboard under Unassigned.
Success – The booking will be marked as Closed once this status is selected (e.g., Booking Complete).
Once complete, tap the green Save button at the bottom of the screen.
Alternatively, tap the three-dot menu (top right) and select Save.
If you require any assistance, contact support@jobtek.com
The Job Statuses allows you to view, manage, and customise your jobs. You can also edit or create job statuses, and assign colours to easily track progress.
1. Accessing the Jobs Statuses
On the bottom menu, tap Dashboard (left-hand corner).
You’ll first see the Welcome Screen.
Swipe left twice to open the Jobs Dashboard.
2. My Open Jobs
At the top of the Jobs Dashboard, you’ll see My Open Jobs, which shows all jobs allocated to the current user.
All Jobs – Displays every job allocated to you.
Open Jobs Unscheduled – Displays jobs that are not yet allocated to a resource.
3. Jobs by Status and Type
Below My Open Jobs, you’ll find:
My Open Jobs by Status
My Open Jobs by Job Type
Further down the screen, you’ll also see:
All Open Jobs by Organisation
All Open Jobs by Status
All Open Jobs by Type
Each status tile can be colour-coded for quick reference.
4. Managing Job Statuses
To edit or add job statuses:
Tap More (bottom-right corner).
Select Admin.
Choose Job Statuses.
Editing a Job Status
Select an existing job status.
Tap the pencil icon to edit the name or change the colour.
Tap Save to confirm.
Changes are immediately reflected in the Dashboard view.
Adding a New Job Status
Tap the + (plus) icon in the top-right corner.
Enter a Name for the new status.
In the Job Result field, select the type:
None – Status will appear in the Jobs Dashboard.
Failed – Status will appear in the Jobs Dashboard.
Success – The job will be marked as Closed once this status is selected.
Once complete, tap the green Save button at the bottom of the screen.
Alternatively, use the three-dot menu (top-right) and select Save.
If you require any assistance, contact support@jobtek.com
This guide walks you through the steps required to create a new Job in JobTek.
Prerequisites
Before adding a Job, ensure the following have been set up:
Job Types
Job Statuses
Resources
(See related help files for more information on configuring these items.)
How to Add a Job
1. Navigate to Jobs
Tap Jobs from the bottom menu.
You will now see a list of all previously added Jobs.
2. Create a New Job
Tap the + icon in the top-right corner to add a new Job.
3. Complete the Job Details
Job Type
Select a Job Type from your predefined list.
(See the Job Types help file for more information).
Job Status
Choose the current status of the Job.
For new Jobs, this will typically be “New”.
(See the Job Statuses help file for more information).
Job Owner
This defaults to the current user but can be changed if required.
Customer
Tap the Customer field and select from your customer list.
Use the search bar to filter the list — the more you type, the narrower the results.
If the customer doesn’t exist, select New to create one.
(See the help file on Adding Customers).
Once selected or added, the customer will appear in the Customer field.
4. Add or Confirm the Address
The Address field will auto-populate if the customer already has an address saved.
Alternatively, you can:
Select an address from previously saved customer addresses OR
Tap Manually Enter to type a new Job address. Complete the address form and it will be attached to the Job
5. Tags (Optional)
Use Tags to record information such as lead source or other identifiers.
6. Contacts
Contacts represent the point-of-contact for this customer.
Tap + to choose an existing contact or add a new one.
7. Tasks (Optional)
Tasks allow you to define the specific work required for this Job.
Add one or multiple Tasks now.
Tasks can later be added to a Booking.
Bookings can be created from Tasks.
8. Description
Add any relevant details or notes about the Job in the Description field.
9. Save the Job
Tap Save to complete the Job creation.
If something is missing:
If any required fields were not completed, a pop-up will display the missing items.
Add the missing information and save again.
10. After Saving
You will be prompted to add Booking details such as date, time, and resource.
You may choose No and complete these details later.
Attachments - Once saved you can add attachments such as helpful documentation, certificates or photos
Notes - add private or public notes.
Jobs with no bookings will appear on the Job Dashboard as Unscheduled, to help ensure they are not forgotten and then reviewed later.
Next Steps
See the help file on Adding a Booking .
If you require any assistance, contact support@jobtek.com
Bookings allow you to allocate a Task or visit to a Resource.
This guide explains how to add, edit, and manage Bookings within a Job.
1. Accessing Jobs That Need a Booking from the Jobs Dashboard
If you have Jobs that haven’t yet been allocated to a Resource, they will appear under the Unallocated view on the Jobs Dashboard.
Tap Unallocated tab to view these Jobs.
Select the Job you want to allocate to a resource
Proceed to add a Booking.
Or, From the Home Screen
Tap Jobs from the bottom menu.
Select the Job that needs to be scheduled.
2. Bookings - Once inside the Job, you will see a Bookings option on the bottom menu.
If the Job already has one or more Bookings, a number will appear on the Bookings icon.
If no number displays, the Job currently has no Bookings.
Tap Bookings to view existing visits or add a new one.
Tap Bookings to view existing visits or add a new one.
3. Adding a New Booking
Tap the + icon in the top-right corner.
4. Complete the Booking Details
Booking Status
Defaults to “Not Started.”
Tap the status field to select another status if required.
See the help file on Booking Statuses.
Visit Date & Time
Select the date of the visit.
Select the time of the visit.
5. Booking Address
You have several options for managing the Booking address:
If an address is already present, tap the X to remove it and add a new one.
Tap in the Address field to:
Enter a new address manually or
Select from a list of previously used addresses.
6. Contacts
Add a contact for the visit:
Tap to select an existing contact or
Add a new one.
7. Booking Resources
Assign the Resource(s) who will complete the visit.
Resources must already be set up in the system.
8. Booking Tasks
You can manage tasks in several ways:
Select tasks previously added to the Job
Add all tasks or only the ones being completed during this visit
Add additional visits for remaining tasks
Add a new Task directly to the Booking
Note: This new Task will also be added to the Job.
Adding Tasks to a Booking is optional—Bookings can be created without Tasks if preferred.
9. Save the Booking
Tap Save to confirm the Booking.
10. Attachments & Notes (Available After Saving)
Attachments
Once saved, you can add attachments such as:
Documents
Certificates
Photos
Any helpful reference material
Notes
Add:
Private notes (only visible internally), or
Public notes (shared with the customer if applicable)
If you require any assistance, contact support@jobtek.com