Job Pilot Job Pilot
Guide February 15, 2026

Getting Started with Job Pilot

A step-by-step guide to setting up your Job Pilot account, adding clients, and scheduling your first jobs.

Welcome to Job Pilot

This guide will walk you through setting up your account and getting started with Job Pilot. By the end, you’ll have your company set up, your first clients added, and your first job scheduled.

Step 1: Create Your Account

Head to /signup and create your account. You’ll be asked for your name, email, and company details.

Step 2: Set Up Your Company

Once logged in, you’ll be guided through company setup:

  • Add your company name and logo
  • Set your business hours
  • Configure your service area
  • Add your products and services catalog

Step 3: Add Your Clients

Import your existing clients or add them one by one. For each client, you can add:

  • Contact information
  • Properties/service addresses
  • Notes and preferences

Step 4: Schedule Your First Job

Create a new job from your dashboard:

  1. Select a client
  2. Choose the services
  3. Set the date and time
  4. Assign a team member
  5. Save and you’re done!

Step 5: Send Your First Quote

For new work, create a quote:

  1. Select a client
  2. Add line items with descriptions and pricing
  3. Send the quote electronically
  4. Your client approves with a click
  5. The quote converts to a scheduled job

Next Steps

  • Set up your client portal so clients can request service online
  • Configure online payments to accept credit cards
  • Invite your team members to the platform
  • Explore reports to track your business performance