Documentation

Getting started

• Sign in. Go to jobtral.com/login with the email you were invited with, or the one you signed up with.
• Onboarding. The first admin of a company walks through onboarding: company details, stages, cost codes, and the first team members. Everything can be changed later from Settings.
• Website lead key. Onboarding offers a key for your website form so leads land in the pipeline from day one. Skip it and make one later from Settings › Lead sources.

Connect your AI assistant

Jobtral is a remote MCP server with OAuth. You sign in with your own Jobtral account, pick a company, and the assistant works with exactly what you can see in that company.

Claude

• In Claude, open Settings › Connectors and choose Add custom connector.
• Paste the connector URL below and save.
• Click Connect. Sign in to Jobtral in the window that opens, pick the company the assistant may use, and choose Approve.
• On a Claude Team or Enterprise plan, an owner adds the connector for the organization first; each member then clicks Connect and signs in as themselves.

https://jobtral.com/api/mcp/mcp

Revoking access

Disconnect or remove the connector in the assistant (in Claude, Settings › Connectors). To cut a connection off on the Jobtral side at once, email support and we revoke its tokens; what it already did stays in Jobtral. An access token lasts an hour, and a deactivated Jobtral user loses assistant access immediately.

ChatGPT

Coming soon.

Lead sources and the website form

Settings › Lead sources issues a key per source: your website, Yelp, Meta, Houzz, or a generic webhook. Each key has its own URL. Yelp, Meta and Houzz post to it in their own formats, so you only paste the URL into that platform.

For your own website, POST the form to the form URL shown for the key. Send name and at least one of email or phone; project_type, message and page_url are optional. JSON or form encoding both work.

curl -X POST 'https://jobtral.com/api/integrations/webform/<your-key>/' \
  -H 'Content-Type: application/json' \
  -d '{"name":"Jane Smith","email":"jane@example.com","message":"Kitchen remodel"}'

The full key is shown once, when it is created or rotated. Rotating a key stops the old one at once.

Machine door for Bidtral and Proposals

Settings › Connectors is where another system gets its own key to push estimates and proposals into a company. Add a client, name it, and copy the key: it is shown once and cannot be read back. Rotate it to issue a new one; the old one stops at once.

• Receipts: every call a client makes is listed on the Receipts tab with its status, so you can see what came in and when.
• Mapping tasks: a push that names a cost code the company does not have becomes a task to map it, rather than a silent failure.
• Managing connectors needs the company admin permission.

Support

Stuck? Email support@jobtral.com or see the support page for what to include so we can help fast.