JobCheck FAQ’s
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Frequently Asked Questions

Mobile troubleshooting

System setup

General questions

Quickbook integration

Top questions

MT-1 Identifier

How do I change my password in JobCheck?
A user of JobCheck desktop and Mobile and/or the QuickBooks Connector must use the same password for all applications. If you change your password on one, you must change your password in the other(s). Here is how you may change your password in JobCheck:
  1. Open Assured JobCheck and log in.
  2. At the top of any Assured JobCheck page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings—whichever one appears.
  3. From the left pane, select one of the following:
    • If you clicked Setup, select My Personal Information | Change My Password.
    • If you clicked My Settings, select Personal | Change My Password.
  4. Enter the password information requested.
  5. Click Save.

MT-2 Identifier

How do I update JobCheck Mobile?
All Assured JobCheck Mobile updates are released by Assured Software Ltd.
When a new update is available for download, the app store will show that a new update is pending for one of your downloaded apps. Open the app store and choose to download the update.

MT-3 Identifier

What mobile/iOS devices can Assured JobCheck operate on?
Assured JobCheck is supported on iPhones running iOS7 or newer.
  • Please note that the iPhone (1st generation), the iPhone 3G, and 3GS are not compatible with JobCheck.
For detailed specs on compatible devices, see the reference guide titled Assured JobCheck iPhone Specifications.
Related Tutorials:
iPhone Specifications

MT-4 Identifier

Do I need a Wi-Fi connection to use JobCheck on my iPhone in the field?
No, you do not need a Wi-Fi connection to use the JobCheck mobile app; however, cellular data connectively is required to use JobCheck mobile. Cellular data enables you to connect to the internet from just about anywhere without having a Wi-Fi signal. It requires an active data plan with a wireless carrier.

MT-5 Identifier

Can I work offline while using JobCheck on either my mobile device or on my desktop computer?
No. You must be connected to the internet in order to run Assured JobCheck.

MT-6 Identifier

Why can’t I email from the Assured JobCheck mobile app?
It’s likely your email account has not been properly configured on your iPhone.
JobCheck requires an email account to be configured on your iPhone’s default mail app to enable outgoing email from the Mobile App.
If you are having trouble getting this configured, please refer to Apple support documentation or consult your IT department.

MT-7 Identifier

How do I download the iPhone app?
Embed link here once we have it.
  1. Go to the apple app store on your device.
  2. Search for the application called Assured JobCheck.
  3. Download/Install the app to your iPad. You may need to enter your apple ID.
  4. You will see the Assured JobCheck icon appear on your iPhone home screen.
The JobCheck mobile app is now ready to sign in and access your jobs.

MT-8 Identifier

How does my iPhone transfer data to the JobCheck Web Desktop?
Your iPhone requires internet or data connectivity to update the JobCheck web desktop with pictures, notes and progress updates. Simply make the updates on the app and as long as you have wireless or data connection, your changes will be updated instantly to your account on the web desktop.
If your changes do not appear right away, just refresh your browser.

MT-9 Identifier

Can I download the JobCheck app on my iPad?
No, currently JobCheck is only compatible on an iPhone.

MT-10 Identifier

Can I see other Project Manager’s tasks from the iPhone app?
Yes, you can view ‘All Jobs’ from the ‘My Jobs’ list in your menu. From the job, you can navigate to the job Work Board tab and see all the tasks and work orders associated to the job, including another PM’s tasks.

SS-1 Identifier

How do I change my password in JobCheck?

Auser of JobCheck desktop and Mobile and/or the QuickBooks Connector must use the same password for all applications. If you change your password on one, you must change your password in the other(s). Here is how you may change your password in JobCheck:

  1. Open Assured JobCheck and log in.
  2. Click Forgot your password?
  3. At the top of any Assured JobCheck page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings—whichever one appears.
  4. From the left pane, select one of the following:
    • If you clicked Setup, select My Personal Information | Change My Password.
    • If you clicked My Settings, select Personal | Change My Password.
  5. Enter the password information requested.
  6. Click Save.

SS-2 Identifier

What browsers are compatible with JobCheck?
Assured JobCheck is a browser-based application, the browsers that are currently supported include:
  • Microsoft Internet Explorer 7, 8, 9 and 10.
  • Mozilla Firefox – most recent stable version.
  • Google Chrome – most recent stable version.
  • Apple Safari 5.x and 6.x running on Mac OS X.
  • Beginning summer '15, support will discontinue for Microsoft® Internet Explorer@ versions 7 and 8. After this date, some functions may no longer work in these versions.
Browser Requirements:
  • JavaScript, cookies, and SSL 3.0 must be enabled.
  • Pop-ups from Assured JobCheck must be allowed.
  • Many browser plug-ins, extensions, and toolbars can interfere with the functioning of JobCheck if inconsistent behavior is experienced, It may be necessary to uninstall or disable these.
As newer versions of JobCheck and the above browsers are released, it is inevitable that the supported browser list will change.  If JobCheck appears to be behaving inconsistently, please ensure that your current browser is still included in our supported browser list. For the most current browser compatibility list, click here.

SS-3 Identifier

What pixel size should my logo file be?
The maximum size for your company logo is a width of 700 pixels. Please email a copy of your logo file to support@assuredsoftware.com for upload to your system.

SS-4 Identifier

How do I update my address as it appears on our work orders?
We will update address changes in your system for you. Please send updates to your address to

SS-5 Identifier

How do we add a new user or remove a user that is no longer at our company?
In order to add new employees, please check this tutorial: ‘How to set new employees, users’
You can only delete users/employees if they are not already assigned to jobs in the system. If they are, you just have to disable them by unticking the checkbox ‘Active’ and/or ‘Enabled as a user’.

SS-6 Identifier

I would like to update our logo in our form templates, how do I import a new logo?
If you have a new logo or need to upload a logo into your system, please send your logo in an email to support@assuredsoftware.com and a member of our team will update it in your system for you.

SS-7 Identifier

Why can’t I email from the Assured JobCheck mobile app?
It’s likely your email account has not been properly configured on your iPhone.
JobCheck requires an email account to be configured on your iPhone’s default mail app to enable outgoing email from the Mobile App.
If you are having trouble getting this configured, please refer to Apple support documentation or consult your IT department.

SS-8 Identifier

How do I change the layout of my form template? I want it to print all on one page.
The best way to control the layout in a form template is by using tables. For a detailed tutorial on how to create tabled form templates, click here.

SS-9 Identifier

Do I need a Wi-Fi connection to use JobCheck on my iPhone in the field?
No, you do not need a Wi-Fi connection to use the JobCheck mobile app; however, cellular data connectively is required to use JobCheck mobile. Cellular data enables you to connect to the internet from just about anywhere without having a Wi-Fi signal. It requires an active data plan with a wireless carrier.

SS-10 Identifier

How do I create or deactivate users?
In order to add new employees, please check this tutorial: ‘How to set new employees, users’
If you want to disable users, you just have to edit their profile and uncheck the checkbox ‘Active’ and/or ‘Enabled as a user’.

SS-11 Identifier

How do I apply for additional user licenses?
Please contact your Account Manager at Assured Software to order additional user licenses,
1-877-277-9933.

SS-12 Identifier

What mobile/iOS devices can Assured JobCheck operate on?
Assured JobCheck is supported on iPhones running iOS7 or newer.
  • Please note that the iPhone (1st generation), the iPhone 3G, and 3GS are not compatible with JobCheck.
For detailed specs on compatible devices, see the reference guide titled Assured JobCheck iPhone Specifications.
Related Tutorials:
iPhone Specifications

GQ-1 Identifier

How Do I Reset My Password?

If you have forgotten your JobCheck password:
  1. Go to  www.assuredsoftware.cloudforce.com
  2. Click Forgot your password?
  3. Enter your username and click Continue. You’ll receive an email at the email address specified on your Salesforce personal information page.
  4. Click the link provided in the email, answer your password question, and click Continue. A temporary password is automatically sent to your email address.
  5. Click the link to log in using the temporary password.
  6. When prompted, enter a new password.
You might be prompted to enter a five-digit verification code when you log in to Salesforce to activate your computer, this verification code will be emailed to you. Computer activation allows Salesforce to associate your identity with your computer’s network IP address. This helps prevent unauthorized access to the service whenever your password is changed or reset, or when you use your computer to log in from an unauthenticated network IP address.

GQ-2 Identifier

How do I merge duplicate accounts?
If only one of the duplicate accounts has a job or contact associated, the empty account can be deleted. If one of the accounts has an associated job or contact, the job or contact will first have to be re-assigned to one account before it is deleted.
  1. Open the duplicate account.
  2. Open the job in the duplicate account.
  3. In the Job Details tab, re-associate the customer account and select the account that you wish to keep.
  4. Open the duplicate account again – there should no longer be a job associated.  Now open the associated contact, if applicable.
  5. Re-associate the account name and select the account you wish to keep.
  6. Open the duplicate account again – there should no longer be a job and/or a contact associated.
  7. Delete the duplicate account.

GQ-3 Identifier

I am getting an error that says ‘insufficient privileges’ – what does this mean?
You may be trying to access part of the system that is outside of your user permissions.

GQ-4 Identifier

How do we add a new user or remove a user that is no longer at our company?
In order to add new employees, please check this tutorial: ‘How to set new employees, users’

You can only delete users/employees if they are not already assigned to jobs in the system. If they are, you just have to disable them by unticking the checkbox ‘Active’ and/or ‘Enabled as a user’.

GQ-5 Identifier

How do I update my address as it appears on our work orders?
We will update address changes in your system for you. Please send updates to your address to

GQ-6 Identifier

I would like to update our logo in our form templates, how do I import a new logo?
If you have a new logo or need to upload a logo into your system, please send your logo in an email to support@assuredsoftware.com and a member of our team will update it in your system for you.

GQ-7 Identifier

How can I delete a job?

To delete a job:

  1. Open the Jobs tab.
  2. Select ‘view all’ from the drop-down menu.
  3. Click Go!
  4. Select the job you wish to delete.
  5. Click Del (delete).
    • You will be asked: Are you sure?
  6. Click Ok or Cancel.
  • As the JobCheck Admin, only jobs created by you can be deleted by you. Call support for assistance deleting jobs created by other users.

GQ-8 Identifier

Can I work offline while using JobCheck on either my mobile device or on my desktop computer?
No. You must be connected to the internet in order to run Assured JobCheck.

GQ-9 Identifier

I scheduled an employee for an event, why didn’t they get a notification?
When an Employee is scheduled for an Event or Work Order, only an employee that is also a JobCheck User will receive notification of the scheduled event or work order. If the employee is not a JobCheck user, the employee will have to be notified of the assignment via traditional means (phone, text, email) or a printed schedule can be generated for delivery to the employee.

QB-1 Identifier

How do I change my password in JobCheck?

A user of JobCheck desktop and Mobile and/or the QuickBooks Connector must use the same password for all applications. If you change your password on one, you must change your password in the other(s). Here is how you may change your password in JobCheck:

  1. Open Assured JobCheck and log in.
  2. Click Forgot your password?
  3. At the top of any Assured JobCheck page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings—whichever one appears.
  4. From the left pane, select one of the following:
    • If you clicked Setup, select My Personal Information | Change My Password.
    • If you clicked My Settings, select Personal | Change My Password.
  5. Enter the password information requested.
  6. Click Save.

QB-2 Identifier

Why am I being asked to authenticate the QuickBooks Connector again? I already did this.
Have you changed your username and/or password recently?
You will only need to authenticate with Assured JobCheck and QuickBooks the first time you use the QuickBooks Connector, however, if you change your JobCheck user name and password you will be prompted to Authenticate with Assured JobCheck again.
  • To ensure that there are no interruptions in communication of information between JobCheck Mobile, JobCheck Desktop, and the QuickBooks Connector, the passwords must be the same for all three.

QB-3 Identifier

How do I change (or set up) a scheduled retrieval time for the QuickBooks Connector to do the accounting transfer?
  1. Open up the QuickBooks Connector by right clicking on the app running in your task bar.
    • ​​If the QuickBooks Connector is not running, you can start it by searching your programs in the start menu and clicking on Assured QuickBooks Connector.
  2. ​Right-click on the Connector app from the taskbar and select “configure”.
  3. Select a new time from drop-down menu and click Set.
Related Tutorials:
How to set up the JobCheck QuickBooks Connector

QB-4 Identifier

Why is my QuickBooks Connector app not showing in my task bar?
It may not be installed on your computer.

The QuickBooks Connector will only appear in the task bar of the computer it was installed on. If working on the computer that the Connector is installed on, then it will run automatically every time you log into Windows on your computer. If the QuickBooks Connector app is not running, you can restart it by opening the programs menu from the start menu and clicking on Assured QuickBooks Connector.

QB-5 Identifier

Why are duplicate customer accounts appearing in QuickBooks?

In order to be considered a matched customer in QuickBooks, the customer account in JobCheck must have the same name, postal code, and phone number as the customer account in QuickBooks. 

  • To ensure that there are no interruptions in communication of information between JobCheck Mobile, JobCheck Desktop, and the QuickBooks Connector, the passwords must be the same for all three.

If the customer account in JobCheck has the same customer name in QuickBooks but either the postal code and/or phone number do not match, the system will create a new customer account with the same name but different details in QuickBooks. 

QB-6 Identifier

I am getting a message that the QuickBooks Connector could not start QuickBooks, what should I do?
It is possible that you are running the QuickBooks Connector and QuickBooks under different permissions. A common scenario might be that QuickBooks was installed to run as an “Administrator” while the Connector was set up to run as a “Windows User”.
To solve this problem, check both the QuickBooks Connector properties and the QuickBooks properties to see what permissions are set.
To see the properties:
  1. Right-click on the application.
  2. Click on properties.
  3. Open the compatibility tab.
  4. Verify if they are set up the same.

QB-7 Identifier

I have a QuickBooks ID associated with my job, so why isn’t there any accounting information showing in JobCheck?
If you see a QuickBooks ID associated to your job in JobCheck, the job has been transferred to QuickBooks and linked or created successfully.
If there is no accounting information (revenue/expenses) showing in JobCheck, either there is no accounting information associated with that job in QuickBooks or the Connector has not updated yet since the QuickBooks transactions were posted. Troubleshooting Steps:  
  1. Find out from your accountant when the Connector Update is scheduled to occur.
    • If there is no schedule in place, ask your accountant to schedule a daily retrieval time.
  2. Ask the accountant to manually sync the connector to push the new expense and revenue transactions to JobCheck.
  3. Log back into JobCheck, open the job, navigate to the financials tab and check again.

QB-8 Identifier

Why is my job still showing a status of Pending Creation when I know the connector update has occurred?
When you first click to send the job to QuickBooks, the status will change from Create Job in QuickBooks to Accounting – Pending Creation.  This status will remain until the QuickBooks Connector updates at the scheduled sync or with a manual update.  Once the job is created in QuickBooks and the link verified, then the status will change to Accounting – QuickBooks ID: .
If the update has only just occurred, you may need to refresh your screen to see the status update.

QB-9 Identifier

I have gone through all the troubleshooting steps, and I am still unable to transfer accounting information between QuickBooks and JobCheck. Now what?
The QuickBooks Connector automatically writes a daily process log file each time an attempt to transfer is made. To check the QuickBooks process log, please right click on the Connector app, click on Log File.

Please call Support and have this log file ready to review with your support person.

QB-10 Identifier

Do I need QuickBooks and the QuickBooks Connector installed on my machine in order to bring accounting information into JobCheck?
Only the person performing accounting duties will have both the QuickBooks Connector and QuickBooks installed on his/her machine and will be responsible for managing the Accounting Transfer. JobCheck users that do not perform Accounting duties do not need to install the QuickBooks Connector or QuickBooks to be able to ‘Create a Job in QuickBooks’ (bring expense and revenue information into JobCheck).

TS-1 Identifier

What pixel size should my logo file be?

The maximum size for your company logo is a width of 700 pixels. Please email a copy of your logo file to support@assuredsoftware.com for upload to your system. 

TS-2 Identifier
How do I merge duplicate accounts?

If only one of the duplicate accounts has a job or contact associated, the empty account can be deleted.  If one of the accounts has an associated job or contact, the job or contact will first have to be re-assigned to one account before it is deleted. 

  1. Open the duplicate account.
  2. Open the job in the duplicate account.
  3. In the Job Details tab, re-associate the customer account and select the account that you wish to keep.
  4. Open the duplicate account again – there should no longer be a job associated.  Now open the associated contact, if applicable.
  5. Re-associate the account name and select the account you wish to keep.
  6. Open the duplicate account again – there should no longer be a job and/or a contact associated.
  7. Delete the duplicate account.
TS-3 Identifier
I am getting an error that says ‘insufficient privileges’ – what does this mean?
You may be trying to access part of the system that is outside of your user permissions.

TS-4 Identifier

How Do I Reset My Password?
If you have forgotten your JobCheck password:

  1. Go to www.assuredsoftware.cloudforce.com
  2. Click Forgot your password?
  3. Enter your username and click Continue. You’ll receive an email at the email address specified on your Salesforce personal information page.
  4. Click the link provided in the email, answer your password question, and click Continue. A temporary password is automatically sent to your email address.
  5. Click the link to log in using the temporary password.
  6. When prompted, enter a new password.


You might be prompted to enter a five-digit verification code when you log in to Salesforce to activate your computer, this verification code will be emailed to you. Computer activation allows Salesforce to associate your identity with your computer’s network IP address. This helps prevent unauthorized access to the service whenever your password is changed or reset, or when you use your computer to log in from an unauthenticated network IP address.

TS-5 Identifier

What browsers are compatible with JobCheck?
Assured JobCheck is a browser-based application, the browsers that are currently supported include:
  • Microsoft Internet Explorer 7, 8, 9 and 10.
  • Mozilla Firefox – most recent stable version.
  • Google Chrome – most recent stable version.
  • Apple Safari 5.x and 6.x running on Mac OS X.
  • Beginning summer '15, support will discontinue for Microsoft® Internet Explorer@ versions 7 and 8. After this date, some functions may no longer work in these versions.
Browser Requirements:
  • JavaScript, cookies, and SSL 3.0 must be enabled.
  • Pop-ups from Assured JobCheck must be allowed.
  • Many browser plug-ins, extensions, and toolbars can interfere with the functioning of JobCheck if inconsistent behavior is experienced, It may be necessary to uninstall or disable these.
As newer versions of JobCheck and the above browsers are released, it is inevitable that the supported browser list will change.  If JobCheck appears to be behaving inconsistently, please ensure that your current browser is still included in our supported browser list. For the most current browser compatibility list, click here.

TS-6 Identifier

Why can’t I see my task notifications?

Your browser settings may be blocking pop-ups.

Task notifications appear as pop-ups in your browser.  If you have not seen your task notifications or reminders, it is likely that your browser settings do not allow pop-ups to display. 

To update your browser settings to allow pop-ups from JobCheck:

  1. Open your browser menu and locate the settings for pop-up blocking. 
  2. Make the Assured JobCheck application an exception (meaning that your browser will block all pop-ups other than ours). 
    • To make JobCheck an exception, add the application domain URL to the pop-up blocking exception list, see below (note: the stars represent a placeholder for your four-digit customer number):  https://assuredsoftware-****.cloudforce.com/home/home.jsp
    • Copy the URL, up-to and including cloudforce.com and paste it into the list. 
  3. Refresh your screen to see any pop-ups that were previously blocked.

TS-7 Identifier

How do I change my password in JobCheck?

A user of JobCheck desktop and Mobile and/or the QuickBooks Connector must use the same password for all applications.  If you change your password on one, you must change your password in the other(s).  Here is how you may change your password in JobCheck:

1.    Open Assured JobCheck and log in.

2.    At the top of any Assured JobCheck page, click the down arrow next to your name. From the menu under your name, 
       select Setup or My Settings—whichever one appears.

3.    From the left pane, select one of the following:

•    If you clicked Setup, select My Personal Information | Change My Password.

•    If you clicked My Settings, select Personal | Change My Password.

4.    Enter the password information requested.

5.    Click Save.

TS-8 Identifier
How do I update JobCheck Mobile?

All Assured JobCheck Mobile updates are released by Assured Software Ltd.

When a new update is available for download, the app store will show that a new update is pending for one of your downloaded apps. Open the app store and choose to download the update.