Learn Jtek
Four levels, in order. Each lesson is short and shows you exactly where to click.
31 lessons, a few minutes each
The basics
Set up your account and learn your way around.
Quick setup guideThe five things to do in your first hour with Jtek.
How Jtek fits togetherThe big picture in two minutes: where leads come in, where you talk, where deals live.
Key terms in JtekThe ten words you will see everywhere, in plain English.
Your business profileThe name, email and phone your leads see on every message.
Get your phone numberYour Jtek number for texts and calls with leads.
Import contacts from a CSVBring your sphere and past clients into Jtek in a few minutes.
The Jtek mobile appAnswer leads, call and text from your phone.
Every day
The habits that turn leads into appointments.
Your daily routine in JtekFifteen minutes a day that keeps every lead moving.
Your conversations inboxEvery text, email and DM with your leads in one place.
Reply to a leadText, email or DM back from one thread.
Your contact record, explainedEverything about one person on one screen: details, messages and notes.
Snippets (saved replies)Save the replies you send every day and drop them in with one click.
TagsLabel contacts so you can find them, text them and automate them.
Create a booking calendarLet leads book time with you without the back and forth.
Create a pipelineTrack every buyer and seller from first hello to closing.
Work a new lead from start to finishFollow one lead through Jtek, from first message to closing day.
Automate it
Let Jtek follow up for you.
Build your first workflowFollow up with every new lead automatically.
Workflow triggersThe event that starts a workflow.
Wait stepsSpace out your follow-up so it feels personal.
Missed call text-backText callers back automatically when you miss their call. It is one checkbox.
Built-in appointment remindersTurn on reminders right in the calendar, no workflow needed.
Set up a Conversation AI agentLet AI reply to new leads and book appointments for you.
Speed to leadReply to every new lead in under five minutes, even when you are busy.
Grow
Marketing that brings in more business.
Smart listsSaved filters that keep themselves up to date.
Send a mass textText your whole database or one smart list.
Send an email campaignSend a newsletter or listing update to a list.
Schedule social postsPlan a week of posts in one sitting.
Build a page with AI StudioDescribe the page you want and AI Studio builds it.
Get more reviewsAsk happy clients for a review in one click.
Your weekly reviewThirty minutes on Friday so nothing slips through the cracks.
Ask for referralsThe easiest deals come from people who already love you.
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