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Getting Started

The first things to set up. 14 guides.

01
Quick setup guideThe five things to do in your first hour with Jtek.
02
Your first week with JtekNewA simple day by day plan so you are fully set up by Friday.
03
Key terms in JtekNewThe ten words you will see everywhere, in plain English.
04
How Jtek fits togetherNewThe big picture in two minutes: where leads come in, where you talk, where deals live.
05
Your daily routine in JtekNewFifteen minutes a day that keeps every lead moving.
06
Work a new lead from start to finishNewFollow one lead through Jtek, from first message to closing day.
07
Your weekly reviewNewThirty minutes on Friday so nothing slips through the cracks.
08
Ask Jtek AINewYour built-in assistant. It knows your account and can do the work with you.
09
Your business profileThe name, email and phone your leads see on every message.
10
Your dashboardA quick tour of the sidebar and the numbers on your dashboard.
11
The Jtek mobile appAnswer leads, call and text from your phone.
12
Call and text from your phoneNewWork your leads from the Jtek mobile app.
13
Add your teamInvite agents and assistants. Every user is included at no extra cost.
14
Signing in and passwordsNewGet back into your account and keep it secure.