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EZ Job Help Center

How can we help?

Example: How do I create an estimate?

Getting Started

Company setup, users, technicians and customers.

How to set up your companyAdd your business details, logo, hours and service area. Video 3 min How to add users and techniciansInvite office staff and field technicians and set their permissions. Video 2 min How to add and import customersCreate customers manually or import your existing list. Video 2 min

Jobs & Scheduling

Create jobs, assign techs, calendar, dispatch and job status.

How to create a jobBook a new job and put it on the calendar in under a minute. Video 2 min How to assign and dispatch a technicianSend the right tech to the right job from the dispatch board. Video 2 min How job statuses workScheduled, On the way, In progress, Completed and Paid. Video 2 min

Estimates & Invoices

Create and send estimates, signatures, conversions and invoices.

How to create an estimateBuild a priced estimate and send it for approval. Video 3 min How to convert an estimate into a jobTurn an approved estimate into scheduled work. Video 1 min How to send an invoiceInvoice from a completed job and get paid online. Video 2 min

Payments & Processing

Charge cards, Tap to Pay, payment links, refunds and deposits.

How to collect a paymentTake a card in the field, by Tap to Pay or with a payment link. Video 2 min How to use Tap to Pay on your phoneAccept contactless cards with no extra hardware. Video 2 min How to take a depositSecure the job with a partial payment up front. Video 2 min

Phone & Messaging

Business number, calls, texts, voicemail and AI phone.

How to set up your business phone numberGet a new number or port your existing one. Video 3 min How to text customersTwo-way texting from web and mobile, tied to each job. Video 2 min How the AI phone assistant answers callsNever miss a call — the AI answers, qualifies and books. Video 3 min

AI Assistant

Ask questions, create estimates and get business insights.

How to ask the AI Assistant a questionGet instant answers about jobs, revenue and technicians. Video 2 min How to create an estimate with AIDescribe the work and let AI build the estimate. Video 2 min

GPS & Technicians

Live location, tracking and technician setup.

How to see technicians on the mapTrack vans live and share arrival updates with customers. Video 2 min How a technician sets up the mobile appInstall, sign in and enable location and notifications. Video 2 min

Marketing & Leads

Lead integrations, social messages, campaigns and reviews.

How to connect your lead sourcesSend Google, Angi, Thumbtack and web-form leads into EZ Job. Video 3 min How to answer Facebook and Instagram messagesOne inbox for social, text and web-chat conversations. Video 2 min How to automate Google review requestsSend a review text automatically after every completed job. Video 2 min

Reports & Finance

Technician reports, job-source reports, revenue and exports.

How to run a technician reportSee revenue, jobs completed and average ticket per tech. Video 2 min How to download a reportExport any report to CSV or PDF for your bookkeeper. Video 1 min

Account & Billing

Subscription, users, permissions, login and settings.

How to manage your subscriptionChange plan, update the card on file or view invoices. Video 2 min How to set user permissionsControl what each role can view and edit. Video 2 min How to reset your passwordRecover access to your account in a minute. Video 1 min

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Our team answers every message — usually within a few hours.

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