Getting Started with NexJob

Get your field service business up and running in under 10 minutes. This guide walks you through everything you need to start managing jobs, sending invoices, and getting paid.

Visit app.nex-job.com/signup and enter your name, email, and password. Your 14-day free trial starts immediately with all features unlocked — no credit card required.

The setup wizard appears automatically after signup. Fill in your:

• Company name and logo
• Business phone and email
• Street address (used for job routing and your customer portal)
• Timezone and business hours

Go to Customers in the sidebar and click + New Customer. Enter their name, phone, email, and address. You can also bulk import customers from a CSV file using the Import CSV button.

Go to Jobs and click + New Job. Fill in:

• Job title (e.g., "Kitchen Faucet Repair")
• Select the customer you just created
• Set a date and time
• Add a description and any notes

The job will appear on your schedule and can be assigned to any team member.

When the work is done, open the job and change the status to Completed. Then:

1. Go to Invoices and click + New Invoice
2. Select the customer and link the job
3. Add line items (services, parts, labor)
4. Click Send Invoice

NexJob automatically creates a Stripe payment link and sends it to your customer via email. If they have SMS opt-in, they'll also get a text-to-pay message.

Go to Team and click + Add Member. Enter their email and select a role:

• Technician — can view assigned jobs, clock in/out, upload photos
• Manager — everything technicians can do, plus create jobs and invoices
• Admin — full access except billing
• Owner — full access including billing and settings

Go to Settings → Automations to enable NexJob's AI features:

• Invoice Follow-Up Emails — AI sends a polite reminder when invoices go unpaid
• CFO Morning Briefing — daily email with revenue, schedule, and action items
• On-My-Way SMS — texts your customer when the tech is en route
• Appointment Reminders — automatic 24h and 1h SMS reminders
• Job Completion Summary — sends customers a recap of what was done
• Review Requests — asks customers to leave a review after service

Go to Settings → Booking Widget to get your embed code. Paste it on your website so customers can book appointments online. The booking page includes:

• Your available services and pricing
• Calendar with open time slots
• AI-powered problem diagnosis
• Automatic lead creation in your CRM

NexJob connects with the tools you already use:

• Google Calendar — sync jobs to your calendar automatically
• QuickBooks — push invoices and payments to your books
• Stripe — accept credit card payments online
• Twilio — send SMS from your business number
• Microsoft Outlook — calendar sync and SSO

Set these up in Settings when you're ready.

Your trial gives you access to every feature for 14 days. When it ends, choose the plan that fits:

Go to Billing to upgrade anytime.