Mobile app support
Get help with local lead analysis, imports, existing owner access, controlled email and recorded outcomes.
Watch the app workflow with sample records, then follow the step-by-step guides for your next task.
Open video walkthrough & tutorialsInclude the app version, your device and a short description of the problem. Avoid sending customer records, passwords, verification codes or payment details.
Email app supportPhone support: (978) 606-9208
Open Lead Review and choose Insert example, then review the import preview before saving. The fictional records let you try Lead Review, Recovery Calculator, Readiness Checklist and Results Tracker. Do not approve a live send to example addresses.
Local analysis and the example workflow work without sign-in. Authorized owners use their existing workspace account to request a live email preview or manage a Jobber connection.
The app does not search your mailbox automatically. Start with a CSV export from your CRM or spreadsheet and review its column mapping in Lead Review.
Imported records stay on your device during analysis. Requesting a server preview or live send uploads selected recipient information, the message and sender details to the backend. Read the app privacy information before using real customer records.
Live email requires an authorized owner account, a verified sender, backend checks and approval of the exact audience and message. The controlled batch has a maximum of 25 unique addresses. A blocked state means no email was sent.
No. Readiness Checklist records only what you can verify. Backend checks, a server preview and your approval of the exact audience and message are still required.
These channels are not active in the released audit app. Signing in alone does not activate them.
Use Reset my local entries in Email Follow-up to remove local imports, calculator values, decisions, drafts, outcomes and audit selections. Sign out separately removes the saved account session. Neither action erases server delivery, connection, audit or suppression records. If reset reports an error, keep the app open and retry before uninstalling.
Recovery Calculator shows a scenario from your assumptions. Results Tracker records outcomes; a won-job value is separate from collected payment.
For eligible, activated monthly workspaces, Basic includes 100 AI reply drafts, 20 pasted-text estimate imports, 5 PDF estimate imports and 200 website answers per billing period. Pro includes 300 AI reply drafts, 60 pasted-text estimate imports, 15 PDF estimate imports and 600 website answers.
These counts are separate from the AI voice-minute and SMS allowances. Counts reset with a new paid monthly billing period; unused counts do not roll over. Pending requests count against the allowance. No automatic AI overage purchases. An eligible active plan, workspace activation and remaining allowance are required. Phone, messaging and integrations still require their own configuration and tests. You do not need your own OpenAI account or API key, and these four AI allowances do not require a separate credit purchase.
AI generation runs in the protected web workspace. Review AI reply drafts before the separate preview and approval steps. Check imported fields and select the correct existing customer before saving. Website answers use approved public facts; a callback request does not confirm an appointment.