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Getting Started

Setting Up Your Business Profile

Your Profile


Go to Settings in the sidebar to set up your profile:


  • Personal Info: First name, last name, phone, alert phone
  • Business Info: Business name, trade, city, website, bio
  • AI Phone Number: Get your dedicated Joblio number
  • Estimate Templates: Choose your email template style

  • Make sure to fill in all fields — your AI assistant uses this info when talking to customers.