JobFlow Help & Setup Center

Plain answers before you decide.

What JobFlow is for, what is live today, and what happens after you reach out.

Buyer questions

Straight answers.

Who is this for?

Right now we’re focused on landscaping and home-service owners who lose leads between the first inquiry and the follow-up—see lead recovery. Individuals can explore the Personal plan and the sample builder.

What is live today?

This website, the sample workspaces, the inquiry and discovery-call forms, and Personal checkout through Stripe. Customer sign-in is coming to app.jobflowassist.com; connected channels and in-app scheduling are not live yet.

What happens after I inquire?

A person reads your note and replies to the email you gave. If it’s a fit, we set up a short conversation and then send a written proposal. Nothing is purchased or connected until you agree.

What does setup cost?

Implementation is quoted per business, based on your size and scope, after a workflow review. Training and support scope are defined in your written proposal.

Is this monthly?

Plans are priced monthly: Personal $39.99/mo; Business Starter $249/mo, Growth $399/mo, Pro $679/mo; Receptionist is tailored pricing. Subscriptions aren’t open yet, and scope is confirmed in writing first.

What needs my approval?

Anything that leaves the workspace or commits you: sending messages, booking, pricing, payments, and connecting a system. Drafts wait for your review.

What happens when the AI is wrong?

Drafts are proposals, not actions. You can edit, reject, or correct them, and corrections are kept only if you approve. Review each draft before approving it—you stay responsible for what goes out.

How do I cancel once subscriptions open?

Cancellation terms will be published before subscriptions open and confirmed in your written proposal. Until then, nothing is billed.

Choose your product lane

Two products. Two different ways to get started.

P
Individuals

Personal assistant onboarding

See how your assistant starts small, develops an approved working style, keeps only the context you choose, and grows into your routines and projects.

Open Personal onboarding →
B
Businesses

Business operator onboarding

See how a business setup works: a workflow review, a written scope, then configuration and testing.

Open Business onboarding →
Browse help

Answers organized around what you are trying to do.

The four states that matter

Know what happened—and what did not.

Hover, tap or focus a state to see what it means, an example, what is automatic, and who approves.

01

The assistant prepared a proposal.

What it does
Prepares a proposed message, plan or action for you to look at.
Example · simulated
A follow-up note to a customer, shown as “Draft” (simulated).
Automatic?
Drafting is automatic. A draft is never sent by itself.
Who approves
Nothing leaves at this stage, so there is nothing to approve yet.
02

A person checks the exact action.

What it does
Shows the exact wording, recipient and purpose.
Example · simulated
You see who the note is for, and why, before you decide.
Automatic?
No. A person looks at it.
Who approves
You, or the owner.
03

Permission applies to that version.

What it does
Ties your approval to that exact version of the action.
Example · simulated
If the draft is edited afterwards, the earlier approval no longer applies.
Automatic?
No. Approval is a person’s decision.
Who approves
You, or the owner.
04

A connected system confirms the result.

What it does
Marks an action done only when a connected system confirms it.
Example · simulated
No connection means no “Complete”: it stays a draft or a simulated sample.
Automatic?
Confirmation comes from the connected system, not from the assistant’s say-so. No accounts are connected by default.
Who approves
You approved the action beforehand.

A draft is not represented as an email, message, booking, quote, payment, or record change unless the approved connection actually completed it.

Professional operating reference

Workspace, activity, connections, and support.

Workspace and account isolation

Each customer is designed to have a separate authenticated workspace. Personal and Business lanes remain separate; membership and workspace scope determine what account data can be returned.

Memory and context

Approved preferences, routines, and operating context should be reviewable. Public-site browsing is not a customer memory source, and a customer can correct or retire stale context.

Connection states

Connections use visible states: Not connected, Pending approval, Sandbox, Connected, or Revoked. Each provider requires customer-specific authorization, configured scope, and a revoke path.

Plans and billing

Personal is billed monthly through Stripe checkout. Card details are handled by Stripe on its hosted page—never by a JobFlow webpage. Use the billing link on your order confirmation to update your card or cancel. Business plans start with a discovery call.

When something looks stuck

Check whether the item is waiting for owner approval, missing required information, blocked by a disconnected provider, or outside the configured workflow. The activity trail should show the exact state rather than a vague failure.

Approved continuity

Memory that earns its place.

JobFlow is designed to become more useful because you choose what it keeps—not because it silently collects everything.

Hover, tap, or focus a card for specifics: what it does, an example, what is automatic, and who approves. Examples are simulated.

Save the preferences, rules, routines, project decisions, brand voice, and repeatable process you want the workspace to use again.

What it does
Stores the preferences, rules and routines you choose to keep so drafts can reuse them.
Example · simulated
“Sign off emails with just my first name” kept as a preference (simulated).
Automatic?
Nothing is kept unless you choose it.
Who approves
You.

Review what matters, fix an outdated assumption, or remove context you no longer want. An approved correction can improve future drafts and help avoid the same correction again.

What it does
Lets you fix or remove saved context by saying what is wrong.
Example · simulated
“We no longer offer weekend appointments” replaces the old line (simulated).
Automatic?
Corrections are applied only after you approve them.
Who approves
You.

Public browsing, a sample view, and unapproved material are not treated as customer memory. Personal and Business context stay in their chosen lane.

What it does
Keeps public browsing, sample views and unapproved material out of saved memory. Personal and Business context stay in their chosen lane.
Example · simulated
A sample draft clears when you leave the page (simulated).
Automatic?
Nothing you browse on this site is saved as customer memory.
Who approves
You.
Connections reviewed during setup

What is live, what is supported, what is planned.

Naming a tool is not a promise that it is included. Each connection is reviewed with you during setup, and nothing is connected by default.

Live today

Website, samples, and inquiry form

This website, the sample workspaces, and the inquiry forms. JobFlow doesn’t connect to any of your accounts today.

Supported during setup

Scoped per customer

Workflows are scoped, tested, and approved with the owner. Your written proposal lists exactly which connections your plan includes.

Planned, not promised

Under evaluation

Email, calendar, files, messaging apps such as Slack, Telegram, and WhatsApp, CRM and forms, and voice. Each would be reviewed before it is offered.

No connection is on by default

Connection is a decision—not a checkbox.

Every provider starts unconnected. You choose the purpose, scope, permissions, approval rule, and revoke path before it moves through Not connected → Pending approval → Sandbox → Connected. You can revoke it when the workflow changes.

What a good connection looks like

Useful enough to save time. Controlled enough to trust.

ChooseName the outcome and information it needs.
→
ScopeSet permissions, limits, and owner controls.
→
TestUse a sandbox before real work.
→
ReviewKeep activity and revoke controls visible.
Need a person?

Bring the exact workspace, workflow, and outcome.

Tell us whether you use Personal or Business, which plan or sample you are viewing, what you expected, and the last visible status. Do not send passwords, access codes, payment-card information, or provider credentials.

Contact JobFlow