Set up your business

Before you begin

JobLedger Pro runs on iPhone and iPad with iOS or iPadOS 18 or later, and on Mac with macOS 14 or later. Receipt reading runs on your device. Apple Intelligence enhancements depend on the device, OS and availability; you can still use ordinary receipt reading without them.

These guides use English labels. Regional spelling, currency, tax fields and layouts vary by country and platform. Screenshots use fabricated sample records.

Complete the first-run setup

1. Follow the five setup steps: Welcome; business name and country; optional App Lock; iCloud sync preference; first receipt. Use Back to review earlier choices.
2. Choose the country where you keep this business’s records. Set a business name, or leave it blank and add it later.
3. Enable Face ID, Touch ID or the available App Lock option if you want it, or skip. A cancelled authentication does not silently enable the lock.
4. Choose iCloud sync. Use the same Apple account on devices that should share records; a changed sync setting may require a restart.
5. Scan a first receipt on iPhone/iPad, import on Mac, or skip to the Dashboard. Then open Settings → Business Profile to complete document identity and local tax details.

Create your first complete workflow

1. Create a client and a job. Add and price its labour, material and other items on Details.
2. Record and review actual costs in Expenses; these are separate from the job estimate.
3. Open Billing, create a quote, mark it Sent and then Accepted after the customer agrees.
4. Record any real deposit in the job’s Payments tab. Convert the accepted quote to an invoice and type the appropriate Advance received.
5. Review the draft, mark it Sent and share the PDF. Record later receipts in Payments and mark the invoice Paid manually.
6. At year end, review Tax Center and export the records your accountant needs.

Find your way around

On iPhone, use the app’s main navigation to open Dashboard, Jobs, Receipts and Tax Center. On iPad and Mac, use the sidebar; a list and selected record may appear alongside one another. Open Settings to manage clients, vehicles, your profile and country. A narrow window can show fewer columns, so selecting a record may open its details separately.

Start free or choose Pro

The free plan allows 2 jobs, 10 saved receipts, 2 tasks, 3 clients, 1 vehicle and 3 trips. These are creation limits, not a fresh monthly scan allowance. Pro lifts the limits and allows tax exports of your actual records. Free tax exports use labelled sample data.