Help centre
Guides, how-tos, and answers for using the app.
Getting set up
Add your bank details so clients can pay youAdd a bank account in Settings → Business so your invoices show where to pay, and switch on the Czech QR payment code.Take card paymentsConnect Stripe, GoPay, ComGate, Revolut Business or PayPal and your clients can pay your invoices by card. Online payments switch on by themselves when the first gateway is connected.Set up your services and pricesTell the app what kinds of work you do in Settings → Services, then add each service with its length and price under Services & Products.Set your working hoursSwitch on the days you work and set start and end times in Settings → Calendar, so online booking only offers times when you're working.Add your logo and brand your invoicesPick a theme and colours for your invoices in the Invoice Builder (every plan), and add your logo in Settings → Business (Solo Pro and up).Set your VAT statusTell the app whether you're a VAT payer, with your DIČ and the date you registered, before you send your first invoice.
Invoicing & getting paid
Create and send your first invoiceOpen Invoices → New Invoice, pick a client, add your lines and click Send Invoice. Your client gets it by email with the PDF attached.Mark an invoice paidWhen a client pays outside the app, open the invoice and click Mark as Paid, or drag its card to the Paid column. Card and matched bank payments mark themselves.Change the VAT rate or give a discount on an invoiceAs a VAT payer, set the VAT Rate (%) under Additional Details for one invoice. There's no discount field: lower the line's price instead.Cancel an invoice or issue a credit noteCancel an invoice nobody has paid with Delete on the Invoices page. To reverse all or part of an issued invoice, go to Accounting → Credit Notes → New credit note.Chase unpaid invoices automaticallyThe app emails your client before the due date and keeps reminding them after it until they pay. Change when in Settings → Invoicing.Set up a recurring invoiceMake an invoice as usual, switch Make Recurring to Recurring and pick how often. The app then creates a new copy on schedule. Manage them under Invoices → Recurring.Change how your invoice looksOn Invoices, click Customise layout. Drag the blocks into the rows and order you want, click a block to style it, then Save.Take a deposit with an advance invoiceSet a deposit on the quote. When the client accepts, a deposit (proforma) invoice is created. When the job's done, open it and click Issue final invoice: the final invoice deducts what the client already paid.Change the details on a single invoiceOn one invoice you can pick a different bank account, change the contact details the client sees, switch the language, and choose whether the client is asked to sign. Your defaults stay as they are.Late-payment interest and the overdue bellAn overdue invoice shows the statutory late interest it has built up. Freeze it to lock the figure on a given day. Clear the red bell on the invoices board once you've chased it.
Quotes & jobs
Create and send a quoteOpen Quotes → New quote, pick a client, add your lines and click Save & send. Your client gets a link where they can accept or decline.Turn an accepted quote into an invoice or a jobWhen a client accepts online, a draft invoice is made for you. If they said yes by phone, click Mark as accepted, then Convert to invoice. Create job starts a job from the quote.Add photos to a jobAdd up to 5 photos under Job Details when you create the job. They show on the job page. On Professional and up, your team can add before and after photos when they check in as Finished.Move jobs, quotes and invoices between stagesOn the Jobs, Quotes or Invoices board, drag a card into another column to change its status. Right-click a card, or select several, to move them without dragging.Reorder, recolour or hide board columnsClick the small arrow next to Kanban, then Columns. Drag columns into a new order, turn off the ones you don't need, pick colours, and click Save.Reuse a checklist across jobsWrite the steps once in a service's Checklist (Services & Products), then add them to any job with Apply a service template… in the job's Checklist.See what a job actually made youOpen the job and scroll to Profitability. It takes what you invoiced, subtracts materials, mileage and commissions, and shows the margin. Your time is not counted as a cost.Track time on a jobClick Start Work (or Start Travel) at the top of a job and Stop Work when you're done. When you create the job's invoice, the unbilled time is added at your hourly rate. Solo and up.Hide your hourly rate on a quoteTurn off Show rates to client on the New Quote form. The client sees the time and the total for labour and travel, but not your rate per hour.Quick actions on a pipeline dealOpen a deal's ⋯ menu (or right-click it) to mark it won or lost, set a follow-up, log a call or note, or create a job, quote or invoice from it.
Stock & inventory
How your stock count looks after itselfA delivered purchase order adds stock; a completed job or an issued invoice takes it away. Here's how to set each one up.Get a nudge before you run outSet a Reorder ≤ level for each location on an item, and your dashboard flags it when stock drops to that level.Stock across the van, warehouse and site — and scanningAdd your locations under Inventory → ⋯ → Locations, move stock between them with Transfer, and scan a barcode to find or add an item.
Scheduling & calendar
Add a calendar entry by draggingOn the week view, drag down over empty time, click the block that appears, then give it a title and save.Move, resize and reschedule entriesDrag an entry to a new time, drag its bottom edge to change the length, or drop it on the small calendar to change the date, then confirm the move.Let clients book you onlineSwitch on your bookings page in Settings → Bookings page, share the link, and approve the requests that come in.Take a deposit when clients bookConnect card payments, then turn on Take a Deposit to Book in Settings → Bookings page and set the percentage.Set up repeating appointmentsCreate a standing appointment for a client from Calendar → Recurring, or let clients book a repeating service themselves from your shop.
Your public presence
Set up your public profile and marketplace listingGet your public profile page ready, preview it, and choose whether you're listed in the marketplace.Set up your shopPut services and packages on your public shop page, choose whether customers book, pay or ask first, then arrange the page.Invite a client to their own portalSend a client an invitation so they can sign in and see their invoices, appointments, documents and messages with you.Ask a client for a reviewWhen you complete a job, tick one box to email the client a link to rate you.
Messages & email
More ways to send an emailThe Options button under Send lets you schedule, get a reminder if there's no reply, snooze, archive, link to a job or save a draft.Keep your messages tidyPin, mute, mark unread, archive or delete a conversation, see its shared photos, and tidy several at once.Connect your email to read and reply inside the appConnect Gmail, Seznam, Centrum or any IMAP mailbox so client email lands in your inbox here, or connect it just for sending.Send an email campaign to your clientsWrite one email, choose which clients get it by status or tag, check the count, then send it now or schedule it.See how your campaign didOpen a sent campaign to see how many emails were delivered, opened and clicked, what bounced and who unsubscribed.
Shortcuts & hidden bits
Find anything with search (Cmd+K or Ctrl+K)Press Cmd+K or Ctrl+K, or click the magnifying glass at the top, to find clients, jobs, invoices, pages and settings.Right-click menus and selecting several itemsRight-click a card or row for its quick actions, or select several and act on them all at once.Reorder, hide or group items in the sidebarDrag sidebar items into your own order, hide the ones you don't use, and rename or add headings.Use, hide and reopen the getting-started checklistThe Get started checklist sits in the bottom-right corner. Hide it when you're done, and bring it back from your account menu.Make the dashboard yoursChoose which figures and cards show, turn off alerts you don't need, snooze single items, and arrange your widgets.Sign, version, export and share a documentSend a document for signature, save and restore versions, export it, share a link, or turn an uploaded Word file into one you can edit.
Account, billing & data
Switch between businessesIf your login belongs to more than one business, click your name at the top right and pick the business under Workspaces.Switch to your client accountWhen another business on JobMistr has you as its client, click your name at the top right and choose Switch to client account. Choose Switch to <your business> to come back.Invite a team memberGo to Settings → Team → Add member, enter their email, pick Admin or Member and click Send invite. They get an email link that's valid for 7 days.Change language, currency or date formatSwitch the app language with the EN/CS button in the top bar. Set your invoice currency in Settings → Invoicing, and date and number formats in Settings → Locale & format.Export your data for your accountantFor your accountant, use Accounting → Exports: pick a format such as Pohoda XML, ISDOC or CSV, set the dates and click Download. For a full copy of everything, use Settings → Data & export.Restore something you deletedDeleted records are kept for 60 days. Go to Settings → Deleted Items, find the record and choose Restore.Cancel, downgrade or get a refundEverything is in Settings → Billing & plan. In your first 14 days you can cancel with a full refund in one click. After that, cancelling or downgrading takes effect at the end of the period you've paid for.Block or report a difficult clientOpen the client, click ⋯ → Block client, write what happened and click Block client. Tick the report box if the platform admins should look at it too.
Expenses & purchases
Log an expense and attach the receiptRecord a cost with its receipt, and on Solo Pro and up let the app read the receipt and fill in the form for you.Keep a mileage logSet your rate per kilometre, then log trips by hand or turn completed jobs into trips in a few clicks.File an expense as a received invoiceAdd the supplier's name and their invoice number to an expense, and it's also filed under Purchases, where you can track what you still owe.Set an expense to repeatRent, insurance and subscriptions can record themselves on schedule. Pause them without deleting, and keep the contract with them.
Accounting & tax
Choose your accounting regime and methodTell the app whether you keep tax records or double-entry books, and whether income counts when it's invoiced or when it's paid.Where to find each VAT settingYour VAT status, your rates, your filing period and your VAT returns live in different places. Here's which is where.Connect your bank and match payments to invoicesConnect Fio or Raiffeisenbank (or import a CSV from any bank), let payments with the right variable symbol match themselves, and match the rest by hand.Reclaim or repay VAT when you register or deregisterWhen you become a VAT payer, claim back the VAT on things you still have (§79). When you stop, work out what you must repay (§79a). Both go on line 45 of your VAT return.Read your cash book (tax records)If you keep tax records, the cash book lists every payment in and out on the day the money moved, and totals your taxable income and deductible costs.