When leaving a team or opening a new business, there are a few things that you should set up in the app. Here is what you need to know to make sure you are ready and set to get started. Please follow the steps to ensure a smooth start:
Setting up your account
Now that you are operating as an Individual technician/ business owner, you should make sure that your ID and SSN, and EIN (if applicable) are on file. Please click on the links to easily upload these documents to the app:
For more information please see Identity Verification Requirement
Order a card reader - for secure transactions and a touchless payment experience. Get all your credit card payments directly to your Wallet. Here's how to Order a card reader
Already have a Jobox Terminal card reader? You don't need a new one. You can keep working as you were before. The funds will go directly to your Jobox Wallet.
Connect your bank account to the app securely through PLAID for a quick cashout. Click here to learn more on how to connect your bank account securely.
Jobox credit card fees - For on-site charges, the recommended method is using the chip or swipe. This will reduce the risk of disputes, and will be the most secure way to charge your customer. For remote payments, you can use the remote invoice feature or the manual charge option. Read more on Understanding Jobox's Credit Card Processing Rates
Refunds - You can refund any charge at any time. Read more on how to request a refund
Disputes - When running a business, it's important to properly document your hard work by using signed invoices, sending out receipts, and storing any proof of labor that was done. Learn more about disputes and payment responsibilities.
Do you want to get more jobs, not leads? Join Jobox Connect Marketplace
To set your Connect profile click "Get More Jobs" on the jobs page. There you will set up your base location, skill set, and availability. Once you complete the settings you will get conformed and start getting more jobs. Jobox Connect eligible users are:
Individual technician (not exclusive to a team)
Operate in a Connect live location
App version: iOS 2.57.2 and up; Android 2.60.
If you don't have the Connect signup button in the app, that means you are not eligible to join at this point. Once we will go live we will activate the app for you automatically.
If you believe you fit the criteria and would like to change your settings please let us know.
Don't see the button- Chat with us for assistance
Once you have been approved to join Jobox Connect and see the 'Get More Jobs' button in your app. Here is what you need to do to get your first job:
Tap on ‘Get More Jobs’ button
Update your skillset and availability
Start getting jobs!
For more helpful articles please visit our Help Center.