An introduction to setting up your account, adding vehicles and drivers, and managing your jobs.

An Introduction to Job Assist

Learn how to enable address book compatibility to quickly select and manage customer details in Job Assist.

Setting Up Your Address Book

How to add a new job in Job Assist, select a job sheet and customer, upload files, and schedule the job for drivers.

Creating Individual Jobs

Learn how to import multiple jobs into Job Assist using a CSV template, including required fields and formatting tips.

Bulk Uploading Jobs

See how to use the calendar planner to drag and drop unscheduled jobs, assign drivers and set timings in Job Assist.

Scheduling Jobs with Calendar Planner

How to add customers, create jobs and organise your workflow in Job Assist.

Getting Started With Job Assist (Legacy)

Support

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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