Your first job in JobSums
Start with a job you already know, then check the working as you go.
Joel walks through a pergola, its drawing and the quote. The steps below also provide a written guide.
1. Sign in with your email
Accept your personal tester invitation, then sign in using your approved email. Each sign-in link expires in 15 minutes and can only be used once. Approved lifetime testers do not need a payment card.
2. Start with a familiar build
Open Complete builds and choose a wall, deck, roof, stairs or pergola. For a practice run, use “Try example pergola” under Start a job; your existing job is saved first.
3. Check the drawing and quantities
Enter your site measurements. Inspect the drawing, centres, stock lengths and material list. Check the numbers against your own set-out before ordering or building.
4. Use your own prices
Set your business details, add supplier prices to the pricebook and allow for labour, waste and margins. Review the build before adding it to the quote.
5. Save and finish your quote
Review the client, job details, totals and terms. Save the job and print the quote when ready. Paid plan allowances count finished jobs; ordinary calculator use and draft editing do not use up a job. Lifetime testers have unlimited jobs.
6. Choose how to save across devices
Device saving keeps a copy in this browser. Enable Account saving to keep supported job data across devices. When connecting a new device, choose the device copy or account copy carefully. Keep a downloaded backup too; plan photos and supplier-order drafts stay on their device.
7. Tell us what needs fixing
Use Feedback in the app. Include the calculator or build name, measurements entered, result shown and what you expected. A screenshot helps; leave private customer information out.