Dashboard Support

Knowledge Base

How can we help?

Search our docs or browse by category below.

Getting Started

Set up your account and start using Joblio

Creating Your Account Setting Up Your Business Profile Getting Your AI Phone Number Understanding Your Dashboard

AI Assistant

Configure your AI for SMS and voice calls

Configuring Your AI Personality Using AI Templates SMS AI - How It Works Voice AI - How It Works AI Appointment Booking

Jobs & Leads

Manage your jobs, leads, and schedule

Managing Jobs Tracking Leads Converting Leads to Jobs Using the Schedule Calendar

SMS & Voice

Communication channels and notifications

SMS Messaging Voice Calls (Pro Plan)Alert Notifications Viewing Conversations

Estimates

Create and send professional estimates

Creating Estimates Sending Estimates by Email Choosing Email Templates

Account & Settings

Billing, plans, and account management

Managing Your Subscription Upgrading Your Plan Email Verification Deleting Your Account