Onboarding: a short call, one secure link, and you confirm instead of typing

Most setup forms ask you to type out what is already on your website. We read it first. You check our work, send your logins once through a secure link, and we take it from there.

Included on every plan.

Step by step

01
A short call
What JAB does
We ask how the work happens today: who answers the phone, how jobs get booked, where things slip.
What you do
Talk it through. No prep and no forms.
02
We read what is already public
What JAB does
We read your website, your Google profile and your social pages, and draft the answers to our own questions.
What you do
Nothing yet.
03
You confirm instead of typing
What JAB does
Your setup cards arrive with our drafted answers filled in and marked for you to confirm. Only what we could not find is left blank.
What you do
Check each answer. Fix anything we got wrong.
04
One secure link for logins and files
What JAB does
We send one link. Passwords and tokens are encrypted before they are stored, so you never have to email a password.
What you do
Add your logins and files once, in one place.
05
What JAB needs from you
What JAB does
Anything still missing shows up as a card in your portal. Each card says what we need and why.
What you do
Answer the cards when you have a minute. Nothing else to track.