← Back to Job Holster

Help & FAQ

Last updated: October 23, 2026

Clear answers for getting Job Holster set up and keeping your jobs organized. If you need a hand, contact us.

Prefer to watch?

Our short video guides show the exact taps for creating a job, moving work through the pipeline, adding files, using tags, scheduling appointments, and inviting a teammate.

Watch the video guides Visit Job Holster on YouTube

Jump to

Getting started

How do I install Job Holster on my phone?

Download the official app from the store for your phone or tablet:

Download for iPhone or iPad Download for Android

Do I need to sign up for an account?

You can look around in a local sample workspace before signing in. That sample is temporary and does not include cloud sync, team access, or AI. Create an account to keep your work and use it across devices.

What's the first thing I should do?

New accounts include three sample jobs and a short guided tour. When you are ready, tap the round + button, choose New Job, and paste a real customer text. Review the suggested details before saving.

The pipeline

What are the default statuses?

New workspaces start with Need to bid, Work to do, Awaiting confirmation, Follow-up, and Completed. You can rename, reorder, add, or remove columns under Settings → Statuses.

How do I move a job?

Can I make the pipeline fit my business?

Yes. Statuses, fields, and tags are all editable in Settings. Keep the names short and match the way work actually moves through your week.

Turning a text into a job

How do I turn a text into a job?

Copy the customer message, open New Job, paste it into the Text Analyzer, and tap Analyze with AI. Job Holster can fill in details such as the customer's name, phone number, address, job description, tags, and status.

What if it gets something wrong?

Review the fields before you save. You can change anything or enter the job by hand. Job Holster is there to cut down on typing, not to make decisions for you.

Does the app read my text messages directly?

No. Job Holster cannot read your SMS, iMessage, email, or call history. It only receives a message when you copy and paste it or use Android's Share action.

Photos, files, and voice notes

How do I attach something to a job?

Open the job, tap Attachments, then use the plus button for a file or the camera button for a new photo. You can open photos later to add a caption or draw directly on a copy.

How do voice notes work?

Open a job's Notes tab and start a voice note. A recording can be up to 8 minutes, and a countdown warns you before it stops. On iPhone and Android, transcription runs after you stop. On a supported web browser, a live transcript may use that browser's speech service. Job Holster keeps the audio with the job. Review the transcript before relying on it.

Offline behavior and sync

Does the app work without internet?

Yes. After the app has loaded on a device, you can view and update saved jobs, change statuses, take photos, and record voice memos without service. Changes wait on the device and sync when the connection returns. AI analysis, transcription, QuickBooks sync, card payments, invitations, and subscription actions require internet.

Can I tell if I'm offline?

Go to Settings → Setup & advanced, open Account settings, and look under Sync. It shows when changes are syncing, when they are saved, or when you need to retry.

Team

Can my crew use the same workspace?

Yes. Under Settings → Team, an owner or admin can invite teammates by email. A workspace includes the owner and up to nine invited teammates. Team access is included with the subscription and is not billed per seat.

What can each role do?

Owners and admins can manage teammates and workspace settings. Members can work with shared jobs but cannot invite or remove people. Subscription controls may appear on a signed-in device, and any purchase is billed to the Apple or Google account that completes it.

QuickBooks

What does the QuickBooks connection do?

It sends your work to QuickBooks Online for you. Your customers, estimates, invoices, and payments go over on their own, so you do not type them in twice. It only goes one way, from Job Holster to QuickBooks.

How do I turn it on?

  1. Go to Settings, then Setup & advanced, and open the QuickBooks card.
  2. Connect your QuickBooks Online account.
  3. Check where your income should go (Services is picked for you), then tap Start sending to QuickBooks.

Only the owner or an admin can do this. You set it up once.

What goes over, and when?

Estimates and invoices go over when you send them. Payments go over when you record them (cash, check, bank, Venmo, or other) or when a customer pays by card. Customers go over with their first document. Drafts stay in Job Holster. You can turn estimates off at setup if you only want invoices and payments.

Do my crew's entries go too?

Yes. Anything anyone on your team sends or records goes over.

Will it send my old jobs and invoices?

No. Only work from the day you turn it on. Anything you sent before that stays out of QuickBooks.

I already invoice in QuickBooks. Will I get duplicates?

Job Holster never changes or deletes the invoices, estimates or payments already in your QuickBooks. Just make each invoice in one place: if you send it from Job Holster, it goes to QuickBooks, so do not also type that same invoice into QuickBooks. If QuickBooks already has a customer with the same name, Job Holster links to them, or asks you if it cannot tell.

What if I change something after it was sent?

The change updates the same record in QuickBooks. You never get a second copy. If you move an invoice to Trash, it is voided in QuickBooks. An estimate you trash is removed from QuickBooks.

What about card payments?

Card payments your customers make online are recorded as payments in QuickBooks. If you named a bank account at setup and your payouts are automatic, each payout also goes in as a bank deposit, with the fees taken out of it entered as an expense.

How do I know it worked?

Each estimate and invoice shows its status in the app, such as "Going to QuickBooks" or "In QuickBooks". If something needs fixing, it tells you what to do in plain words. Your customer never sees any of this.

Can I turn it off?

Yes. The owner or an admin can open the QuickBooks card in Settings and disconnect any time. Everything already in QuickBooks stays there.

Which QuickBooks do I need?

QuickBooks Online Simple Start, Essentials, Plus, or Advanced, for US companies. It does not work with QuickBooks Desktop, Solopreneur, Self-Employed, or the free plan.

Exporting and deleting your data

How do I export my data?

Go to Settings → Setup & advanced → Save a backup of your jobs, then tap Download my backup. The ZIP file contains spreadsheets for your jobs, notes, messages, and statuses. Photos, voice audio, and file attachments stay in the app and are not included in the spreadsheet backup.

How do I delete my account?

Cancel any Apple App Store or Google Play subscription first. Then go to Settings → Setup & advanced, open Account settings, and choose Delete my account. Follow the confirmation steps. If you cannot get into the app, use the account deletion page to request deletion from the email tied to your account.

Privacy and AI

What happens when I tap "Analyze message" or "Format with AI"?

The content you choose to analyze is sent through Job Holster's secure proxy to our AI provider. For customer matching, the app also sends the names, phone numbers, and addresses already in your workspace. This happens only when you choose an AI action. Review the result before saving it.

Does the app sell my data?

No. We do not sell your data, share it with advertisers, or use it to train AI models. See the full Privacy Policy.

Can I turn off analytics?

Yes. Go to Settings → Setup & advanced → Privacy and turn off Share anonymous product analytics. Analytics never includes customer names, addresses, messages, notes, or photos.

Billing and subscriptions

How much does Job Holster cost?

Start with 14 days of full access for up to 50 jobs. No credit card is required. After that, Job Holster is $39 per month or $300 per year. One subscription includes every feature, you, and up to nine teammates.

What happens if I do not subscribe after the trial?

You can still view and edit existing jobs for 90 days, but you cannot add new jobs. After that, the workspace becomes read-only and may later be deleted after warning. Subscribing restores new-job access.

How do I change or cancel a subscription?

Subscriptions are managed through the store where you purchased Job Holster. On iPhone or iPad, open your Apple ID subscription settings. On Android, open Google Play and choose Payments & subscriptions. A cancellation stays active through the end of the paid billing period.

How do refunds work?

Apple or Google handles the purchase and any refund request under that store's policy. Job Holster does not receive your payment card details and cannot issue an app-store refund directly.

Troubleshooting

Notifications aren't showing up.

On iPhone or iPad, open Settings → Notifications → Job Holster and allow notifications. On Android, open Settings → Apps → Job Holster → Notifications.

My changes are not syncing.

Confirm that you are signed into the correct workspace. Then go to Settings → Setup & advanced → Account settings and check the Sync status. If Job Holster shows a retry action, tap it and leave the app open until the status says your changes are saved.

Still stuck?

Use our contact page to reach Job Holster support. Include the phone or tablet you are using, the app version shown near the bottom of Settings, what you tapped, and a screenshot if it helps explain the problem.

Contact us