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Quick start

1. Create your account

Section titled “1. Create your account”

Sign up at app.ledgerjob.com. Every new company gets a 14-day free trial with all features enabled — including the AI assistant. No credit card required.

2. Run the onboarding wizard

Section titled “2. Run the onboarding wizard”

On first login the setup wizard walks you through the essentials, and the Getting started card on the dashboard tracks your progress:

  1. Company profile — name, address, phone and logo. These appear on every quote, invoice and PDF you send.
  2. Services or materials — pick a preset catalog for your trade or add your own items with prices.
  3. First client — add a client so you can quote right away.
  4. Invite your team — teammates get an email invite and their own login (see roles).
  5. Connect Stripe (optional) — lets clients pay invoices online.

3. Capture your first lead

Section titled “3. Capture your first lead”

Go to Leads → Kanban. New inquiries land in the first column; drag cards through your pipeline as they progress. You can also import leads from a CSV.

4. Send your first quote

Section titled “4. Send your first quote”

Create a quote from Quotes → New, add line items (from your catalog or free-form), then Send — the client receives an email with a PDF and a secure link to approve and sign online.

5. Explore

Section titled “5. Explore”