Common questions about Jobholster. If you don't find what you need here, email [email protected] and we'll respond within one business day.
On iPhone: open Safari, go to jobholster.com, tap the Share icon at the bottom, then tap Add to Home Screen. Tap the icon to launch — it runs fullscreen like a native app.
On Android: open Chrome, go to jobholster.com, tap the menu, then tap Install app (or Add to Home Screen).
Once the App Store and Google Play versions launch, you'll be able to install from there too.
Yes for cloud sync across devices. The app uses your email and a password to sign you in. Without an account, the app runs in offline-only mode on a single device.
Open the app, tap +, and either paste a real client text or tap Try a sample message. That walks you through the extraction flow with no commitment. Then drag the resulting card between status columns to get the feel of the pipeline.
New Lead, Bid Sent, Needs Callback, Scheduled, Underway, Finished, Invoiced, Paid. You can rename, reorder, add, or delete any of these in Settings → Statuses. Renaming a status doesn't lose any data — every client tagged with the old name is automatically pointed at the new one.
Three ways:
Yes — tap the filter funnel icon in the pipeline header. You can filter by status, by tag, and toggle hidden or archived clients in or out.
When a client texts or emails you, you copy that text, paste it into Jobholster's Ingest screen, and tap Analyze. The app reads the text and pulls out the client's name, phone, address, and what they're asking about — then either creates a new client record or matches it to one you already have.
Very good on clean messages with explicit info ("Hi, this is Jane Doe at 412 Maple St..."). Less reliable on vague ones ("hey, about that thing we discussed"). For short or ambiguous messages, the app marks the extraction as Unsure and asks you to confirm rather than guessing.
You can edit any extracted field before clicking Create new client. Or, if it matched the wrong existing client, use the dropdown labeled Or attach to an existing client to pick the right one.
No. The app has no access to your phone's SMS, iMessage, or any other inbox. You explicitly copy the text from wherever it came from and paste it in. This is deliberate — it means the app never sees anything you don't choose to share with it.
Open a client profile, scroll to the Notes section, and tap the microphone icon. The app records audio and runs live speech-to-text transcription at the same time. Tap stop when you're done. The transcript appears immediately; you can tap Format with AI to clean up the speech-to-text output into a readable note.
It removes filler words (um, uh, you know), fixes punctuation, breaks the text into natural paragraphs, and pulls any clear to-dos into a bullet list at the bottom. It does NOT summarize, reorder, or invent content — the words are still yours, just formatted to scan more easily.
Tap the camera icon inside a client profile to take a photo or pick one from your library. Photos attach to that client's record and stay there forever (or until you delete them). They're stored in your cloud account, encrypted in transit, and synced across your devices.
Yes — open any attached photo and tap the drawing tool. Useful for marking up site plans, sketching dimensions, or annotating photos for a sub.
Settings → Fields → Add field. You can create text, number, date, dropdown (with custom choices), or tag fields. Once added, the field appears on every client profile and is included in CSV exports.
A tag field lets you attach multiple short labels to a client (like "Repeat", "VIP", "High-priority"). Tags are filterable on the pipeline. The AI extractor will suggest tags from messages when the message mentions something tag-like.
Yes. Settings → Statuses, then drag the rows up or down. Changes take effect immediately.
Yes. After the first load on a device, the app is fully usable offline. You can add and edit clients, take photos, record voice memos, change statuses — everything. Your changes queue locally and sync automatically the next time the device has connectivity.
Whichever device syncs first wins for any given field. The other device's change is preserved in the field's change history so you can see what was overwritten. Most contractors use one device at a time, so this is rare in practice.
Yes — the sync status pill at the top of the screen reads "Offline" with a gray dot when there's no network. It flips to "Syncing…" and then "Saved" when you reconnect and changes flush through.
Yes — invite each crew member in Account → Team. They sign in with their own email and password but see the shared pipeline and client list.
The number depends on your plan. Free / Solo tier is for one user. Team and Business tiers allow more — check the current pricing for specifics.
Roles are Owner, Admin, and Member. Owners can do everything including billing. Admins can manage team and settings. Members can read and edit clients but can't change billing or invite people.
Settings → Your data → Download as CSV. The app generates a ZIP file containing clients.csv, messages.csv, and statuses.csv. Every field you've defined gets its own column. The change history is included.
On mobile, the export will open your device's share sheet so you can save to Files, AirDrop to another device, email it, or upload to cloud storage.
Account → Delete my account → type the confirmation phrase. Deletion is immediate and removes your sign-in identity, all client records, messages, notes, attachments, voice memos, and AI usage history.
If you've lost device access, email [email protected] from the email tied to your account and we'll process the deletion within 7 days.
See delete-account.html for the full deletion process.
Yes — your data is stored on the operator's cloud database with the provider's standard backup schedule (typically 7-30 day rolling backups for disaster recovery). For your own backup, run the CSV export above periodically.
The single message text (and, for Analyze, the names/phones/addresses of your existing clients used for matching) is sent through the operator's AI proxy to a third-party large-language-model provider, processed, and the structured result is returned. The provider does not retain your text long-term or use it for training, per their API terms.
No. Your client data is never sold, rented, shared with advertisers, or used to train AI models. Full privacy policy: privacy.html.
Yes. Settings → Privacy → uncheck Share anonymous product analytics. The preference is stored on the device and survives reloads. We never send personal information (no email, names, addresses, message content) to the analytics provider — only anonymous event counts and your random account ID.
Pricing is shown at the time of signup. Solo accounts have a free tier with usage limits; team plans are paid subscriptions. Check the current pricing on jobholster.com for specifics.
Account → Subscription → Manage plan. You can upgrade, downgrade, or cancel anytime. Cancellations stay active until the end of the current billing period, then your account drops to the free tier.
If you cancel within the first 7 days of a paid subscription and haven't used any paid features substantially, email [email protected] and we'll process a refund.
Open browser devtools (F12 on desktop, Settings → Advanced → Inspect Element on iOS Safari) and check the Console. If you see an "AI proxy" error, the AI features are temporarily unreachable — the app falls back to a built-in heuristic extractor that runs offline. Try again in a few minutes.
Your account has hit its monthly token budget for AI calls. The counter resets at the start of the next month. If you need a higher budget, upgrade your plan or email support.
Either the microphone permission was denied, the audio was too quiet, or your browser doesn't support speech-to-text. You can type the note manually into the body field. To check permissions: iOS Settings → Safari → Microphone (or Chrome → Site Settings).
Most likely cause: you opened the app from a different URL or browser. The app caches data per-origin, so opening file:///path/to/app.html and https://jobholster.com are treated as separate origins. Always open from the same URL.
If you're signed in with a cloud account, your data is server-side and shouldn't disappear. If it has, please email support with your account email and we'll investigate.
Try rotating to landscape — the columns are sized to fit more comfortably when the screen is wider. If you have a stuck-scrolling issue, force-quit the app (swipe up on the app card in the app switcher) and reopen.
That means we've shipped a new version while you had the app open. Tap Reload to pick up the latest. Your data is unaffected — only the app's UI updates.
iOS: Settings → Notifications → Jobholster → Allow Notifications. Make sure both Banners and Sounds are on. Android: Settings → Apps → Jobholster → Notifications.
Email [email protected]. Include: the device you're on (iPhone 14 Pro, etc.), the iOS or Android version, the exact step where you got stuck, and a screenshot if helpful. We respond within one business day.
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