Business onboarding

Your workflow first.
Your operator second.

A serious business agent cannot be configured from a generic questionnaire. We first understand how work enters the company, who decides what, where money leaks, which exceptions matter, and which actions must stay with the owner.

Choose a setup pathPreview every dashboard tier
Two ways to launch

Have us build it—or learn to configure it yourself.

Both paths include free training on the workspace, tools, commands, approval controls, and safe testing. The difference is who performs the workflow discovery and configuration work.

Done with you / for youStarts at $799

Managed implementation

Best when the owner wants JobFlow to study the operation, design the assistant, configure the workflows, and lead testing.

  1. Business discovery: services, team, customer journey, current tools, bottlenecks, and risk.
  2. Workflow design: queues, fields, templates, decision rules, approvals, and escalation paths.
  3. Configuration: build the workspace, agent instructions, dashboards, and approved automations.
  4. Sandbox validation: test with synthetic examples before any real connection or customer action.
  5. Launch and handoff: train the owner/team, publish the operating scope, and define support.

Fee: Starts at $799 for managed setup. The final setup fee is approved before implementation begins and varies with workflow count, complexity, data preparation, channels, and required integrations.

Build it yourselfNo setup fee

Guided self-setup

Best for technical or hands-on customers who want direct control and are willing to configure and test their own workflows.

  1. Free training: learn the dashboard, tools, commands, templates, memory/context controls, and approval model.
  2. Starter templates: begin with safe examples for owner briefs, lead intake, follow-up, reporting, or escalation.
  3. Self-configuration: define services, fields, queues, rules, and assistant instructions in your workspace.
  4. Validation checklist: prove every workflow in sandbox before requesting a production connection.
  5. Optional paid help: buy implementation assistance later if the scope becomes too complex.

Fee: No setup fee when you configure it yourself. Free training is included; subscription and any separately approved third-party/provider costs remain distinct.

The managed build sequence

From business reality to a controlled operating system.

01
Discover

Map where work actually breaks

We interview the owner and relevant team members, inspect the current workflow, and identify the expensive gaps—not just the software they already use.

02
Design

Define outcomes and authority

We draft the business playbook and setup scope: what the assistant may organize or draft, what needs approval, what escalates immediately, and what it may never do.

03
Close the gaps

Resolve the questions that matter

The owner gets one focused question pass to surface missing service-area rules, approvers, exceptions, handoffs, timing, and other details skipped in discovery. Answers are captured in the setup scope rather than guessed.

04
Configure

Build the workspace and dashboards

Queues, templates, views, reports, team roles, instructions, and plan-specific modules are configured around the approved scope.

05
Prove

Run a sandbox before real work

Synthetic scenarios test normal cases, edge cases, bad inputs, owner approvals, escalations, and revoke paths.

06
Connect

Add only approved channels

Connections are authorized customer by customer, with visible permissions and a revoke path. A connection is never assumed because a plan was purchased.

07
Launch

Start controlled, then measure

Production begins with the agreed workflow, review rhythm, and owner support path—not with an unreviewed switch flip.

Account access and privacy

Customers work in JobFlow—not inside operating infrastructure.

The standard product is a purpose-built customer workspace with the controls and records needed for the approved workflow.

Not part of the standard plan

Direct technical access

JobFlow plans are designed around a customer workspace, not direct access to underlying operations. It adds risk without improving the owner’s day-to-day workflow.

Standard customer experience

A private JobFlow workspace

Customers manage their assistant through the JobFlow workspace: workflows, files, queues, approvals, approved context, connections, and activity history—without needing technical administration.

Specialist scope only

Advanced technical services

Specialized technical work is quoted and reviewed separately when it is genuinely needed. It is not included in a standard JobFlow plan and never changes the privacy or approval boundary of the customer workspace.

What changes by plan

Onboarding expands with the operating responsibility.

PlanPrimary setup focusWorkspace outcome
Starter · $249Owner rhythm, tasks, notes, one core workflowDaily command center + approvals + weekly plan
Growth · $399Lead stages, estimate aging, follow-up rulesRecovery pipeline + opportunity reporting
Pro · $679Multiple services, workload, team and reportingOperations control tower + multi-workflow visibility
Receptionist · Tailored pricingApproved intake, FAQ, routing, coverage and escalationCustomer intake desk + exception control
Start with the operation—not the technology

The right first step is a workflow decision.

Choose managed implementation when you want us to understand and build the system. Choose guided self-setup when you want free training and direct control without a setup fee.

Preview discovery questionsDiscuss managed setupCompare Business plans