JobLedger Pro Help Center

Daily work

Create tasks and reminders on the Dashboard

Add and manage tasks from the Dashboard, link a job when useful, and set optional due dates and reminders.

Mac
Mac view rendered from the current app with fabricated sample data. Select the image to enlarge.
iPhone
iPhone view rendered from the current app with fabricated sample data. iPad uses the same iOS app with wider layouts and different control placement. Select the image to enlarge.

Create a task

  1. On the Dashboard, choose New Task, or open the Tasks pill and choose Add Task.
  2. Enter a clear title, such as “Confirm inspection time.” Select a related job if needed. Tasks are not added inside a job’s Details screen.
  3. Choose + Due date if needed. Use the remove control beside it to clear the date.
  4. Choose + Reminder for a local notification, then set the time.
  5. If you want a Calendar event, choose Add to Calendar where offered. Save and review any permission or error message.

Complete or reopen work

Use the task checkbox to mark it done. Completion records its date and cancels pending app reminders. Use Undo immediately after an accidental completion. Completed tasks stay available in the completed section, ordered by completion. Older tasks without a recorded completion date show Completed without a date.

Reopening clears the completion date while preserving the due date. If the date is overdue, review it in the editor. Expired reminders remain inactive until you set a new time. Completing a task does not change its linked job or invoice status.

Edit or delete a task

Open a task to change its title, linked job, due date or reminder. The completion date is display-only. Use the task’s delete action and confirm only when you want to remove it. On iPhone/iPad, a swipe-delete confirmation stays open until you choose.

Calendar and app notifications are separate

A local reminder is scheduled on your device. A Calendar event is a separate item and needs Calendar permission. If the task saves but Calendar writing fails, the task can still exist; check the message before creating another copy. Do not assume every later app edit also changes a separate Calendar item.

If a reminder does not arrive

  1. Check that the task is not completed and its reminder is still in the future.
  2. In device Settings, confirm notifications are allowed and review Focus settings.
  3. Open the task from Dashboard and verify the reminder time and linked job.
  4. Check Calendar permission separately if the missing item is a Calendar event.

Continue learning

Use Home, Tasks and Expenses & PaymentSwitch dashboard views, open recent records and distinguish invoice Outstanding from the job’s received money.Create and manage jobsMaintain job items, client and schedule details, then track expenses, trips, billing and customer money.Use Siri and ShortcutsOpen supported app workflows and build automations with the actions exposed to Apple Shortcuts.