JTF OS help for free users
Plain answers for contractors using the free version of JTF OS.
Start here
- Getting started: sign up, confirm your email, set up your workspace, add your team.
- Free or premium?: what you get, and what costs extra.
- Questions people ask: limits, your data, deleting your account, upgrading.
- Can't sign in?
- Get live help: let JTF support look at your workspace read-only, or share your screen.
What you can use
| Page | What it is for |
|---|---|
| Customers and CRM | Your customers, leads and jobs on one board |
| Leads | A front door for new inquiries |
| Quotes | A price for a roof from the footprint and pitch you type in |
| Documents and contracts | Fill in and print your contracts (e-sign is Premium, 3 free to try) |
| Schedule | Crews and appointments on one calendar |
| Production | From approved job to closeout |
| Sales team | Pipeline health, goals and leaderboards (owner and admin) |
| Field app | Door knocking and field leads for reps |
| Team | Add people and set what they can do |
| Field Capture photos | Job photos from your phone |