ClearJob beta guide

Walk one job from request to payment.

This guide helps beta testers try the same core workflow so the feedback is useful and comparable.

Before you start

Use one real or recent job. You can send customer emails to yourself if you do not want to involve a customer yet.

Time needed

Most testers can complete the workflow in 15 to 25 minutes.

Feedback path

Use Report Something in the app when a screen feels confusing, slow, missing, or broken.

Optional walkthrough video

Watch first, then use the checklist.

The written guide is the checklist. The video is a quick visual pass through the same workflow.

Video link coming soon
1

Install ClearJob beta

2 minutes
  • iPhone testers: install TestFlight from the App Store, then open the ClearJob invite sent to the email associated with your Apple ID.
  • Android testers: open the beta install instructions sent to the email associated with your Google Play account.
  • Install ClearJob, then open it from your phone home screen.
2

Create your account and business profile

3 minutes
  • Create an account with the same email you used for beta access when possible.
  • Enter your name, business name, phone, and basic business details.
  • Allow notifications if you want to test request, estimate, invoice, and schedule updates.
3

Create one real or recent job

3 minutes
  • Use a real customer or a recent completed job you can safely recreate.
  • Add the customer name, phone or email, and the job title.
  • Open the job thread and confirm the next action makes sense.
4

Schedule the estimate or work

2 minutes
  • Use the job action to schedule an estimate or work visit.
  • Try a job-site address if the work is not at the customer address.
  • Check whether the Today / Next Stop language would help you in the field.
5

Send an estimate to yourself

4 minutes
  • Create an estimate with one or two line items.
  • Send it to your own email so you can test the customer page.
  • Open the estimate link and accept it as if you were the customer.
6

Add proof and finish the job

3 minutes
  • Add a note or photo to the job thread.
  • Move the job forward until it is ready to invoice.
  • Check whether the timeline tells the job story clearly.
7

Create an invoice and record payment

4 minutes
  • Create an invoice from the completed job.
  • Send it to yourself and open the invoice customer page.
  • Record a manual payment or partial payment in the app.
8

Submit feedback from inside the app

2 minutes
  • Use Report Something whenever a screen is confusing, slow, missing, or broken.
  • Add enough detail that we can understand what you expected to happen.
  • Submit feedback even for small wording or layout problems.

What feedback is useful?

What felt faster than your current system?

What felt slower than paper, texts, Notes, QuickBooks, Jobber, or Housecall Pro?

Where did you hesitate or wonder what to tap next?

What would stop you from using ClearJob next week?

After free beta access, would ClearJob be worth $29/month at launch?