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Getting Started
Start here if you're new — these cover the core tools you'll use every day.
Beginner
Executive Dashboard
Understand your revenue, jobs, AR, and key metrics all in one place. Start here for the big picture.
Beginner
Job Entries
Log completed jobs, assign crew, track service types, and build your revenue history automatically.
Beginner
Invoicing
Create and send professional invoices to clients. Track what's paid, pending, and overdue.
Beginner
Expenses
Track every dollar you spend. Categorize expenses by job, trade, or vendor for accurate P&L.
Intermediate
Accounts Receivable
Use the 46-day AR timeline to stay on top of what you're owed, flag overdue accounts, and protect your cash flow.
Intermediate
Pay Apps (G702/G703)
Generate AIA-style payment applications for GC billing, track retainage, and manage your schedule of values.
Advanced
Ask Leslie AI
Learn how to get the most out of your AI business advisor. Pricing help, cash flow analysis, and more.
Coming Soon
Predictive Scheduling
AI-powered schedule optimization and crew assignment recommendations.
Quick Reference
Jump straight to the topic you need.
Frequently Asked Questions
Yes — ClarityCommand™ saves your work automatically and securely in real time, so you won't lose progress. Your data is encrypted and never sold or shared.
Yes. Go to Users in the sidebar to add crew members. Workers get a simplified view — they can log jobs and check their schedule but can't see financials. Managers get full access except for the owner-only tools.
Invoices are for standard client billing — you send them and get paid. Pay Apps (G702/G703) are for commercial/GC jobs where you bill against a schedule of values, often with retainage held back. If you work with general contractors on large projects, you'll use Pay Apps. For regular service clients, use Invoices.
It's a cash flow protection tool built specifically for field service businesses. From the date you submit a pay app or invoice, you have roughly 46 days before you're in the danger zone for cash flow. The tracker shows you exactly where each payment stands in that window so you know when to follow up before it becomes a problem.
From the Executive Dashboard, click the "📤 QuickBooks Export" button. This downloads a CSV file formatted for QuickBooks import. For automatic syncing, connect QuickBooks Online through the Integrations page in your Owner Tools.
Inside the app, Leslie AI can help with the kinds of questions that come up running your business — pricing a job, drafting a follow-up email for overdue payments, thinking through cash flow, flagging risks, and general business guidance — based on the information available in your account. Open the app and tap "✦ Ask Leslie AI" in the sidebar to get started.
On the login screen, click the "Reset Password" tab, enter your email address, and we'll send you a reset link. If you don't receive it within a few minutes, check your spam folder. Still stuck? Email leslie@jomarbusinesssolutions.com.
Getting Started
Follow these in order — each tutorial builds on the last. Leslie walks you through every step.
Tutorial 1 · Beginner
Welcome & Dashboard
Your daily overview — residents, income, empty beds, insurance alerts, and quick actions all in one place. Start here.
Tutorial 2 · Beginner
Residents
Add and manage resident profiles, room assignments, monthly rates, insurance renewals, and care notes.
Tutorial 3 · Beginner
Bed Pipeline
Track leads from hospitals, nursing homes, and social workers. Move prospects from inquiry through move-in and fill empty beds faster.
Tutorial 4 · Beginner
Meals & Concierge
Log daily meals, track dietary restrictions and alerts, and manage resident service requests like transportation and grocery runs.
Tutorial 5 · Intermediate
Staff, Time Clock & Safety
Manage caregivers and CNAs, track hours for payroll, automate shift handoffs, and document safety incidents for compliance.
Tutorial 6 · Intermediate
Expenses & Accounting
Track every dollar, see your monthly profit, understand your P&L, and export tax-ready reports for your accountant.
Tutorial 7 · Advanced
Care AI Assistant
Your 24/7 operations expert. Get help with compliance, family communications, staff situations, pricing, and any question about running your home.
Quick Reference
Jump straight to the topic you need.
Frequently Asked Questions
Yes — ClarityCommand™ Care saves everything automatically and securely in real time. Your resident profiles, meal logs, expenses, and staff records are all encrypted and backed up automatically.
Yes. Go to Team & Access in the sidebar to add staff members. Caregivers get a simplified view — they can log meals, clock in/out, and view shift handoffs. Owners get full access including financials and reports.
ClarityCommand™ Care is an operations tool, not a medical records system. Do not store diagnoses, medications, treatment plans, or any Protected Health Information (PHI). The app is not HIPAA-certified for medical records. Use it for room assignments, income tracking, scheduling, and daily operations.
When you add a resident and enter their monthly rate, that amount automatically flows into your Accounting & P&L tab as income. Update a resident's rate and your financials update instantly — no manual entry needed.
Care AI can help with operational decisions, drafting messages to families or staff, compliance prep for HHSC inspections, financial guidance on pricing and margins, and any situation that comes up running your home. Open the app and tap Care AI in the sidebar to get started.
Start Here
Follow these in order — each video builds on the last. Leslie walks you through every step.
Video 1 · Beginner
Welcome & Start Here
Your orientation to ClarityCommand™ Credit. Understand the platform, what it does, and how Leslie guides you through the process.
Video 2 · Beginner
How to Pull Your Report
Step-by-step instructions for pulling your credit report from all three bureaus. Leslie reviews it with you before your session.
Video 3 · Beginner
Reading Your Credit Report
Learn what a loan officer sees first. Leslie's AI identifies exactly what to dispute, what to validate, and what to address.
Video 4 · Intermediate
Sending Dispute Letters
How to generate, send, and track dispute letters for inaccurate accounts. Know your rights and what to say to each bureau.
Video 5 · Intermediate
Ask Leslie AI
Your AI credit coach is available 24/7. Learn how to ask the right questions and get personalized guidance on your credit journey.
Video 6 · Intermediate
Tracking Your Score
How to log score updates, see your progress over time, and understand what's driving your number up or down.
Video 7 · Advanced
Choosing Your Program
Understand which credit program is right for your situation and goals. Leslie walks you through each option with honest recommendations.
Quick Reference
Jump to the exact step you need right now.
Frequently Asked Questions
Use AnnualCreditReport.com — it's the only federally authorized source for free reports from all three bureaus (Equifax, Experian, and TransUnion). Video 2 walks you through exactly how to do it step by step.
By law, credit bureaus have 30–45 days to investigate and respond to a dispute. Results vary — some items are removed quickly, others may require follow-up letters. Leslie will help you track each dispute and know when to escalate.
No — filing a dispute itself does not affect your credit score. The dispute process is your legal right under the Fair Credit Reporting Act (FCRA). Disputing inaccurate information can only help your score, never hurt it.
Leslie can help you understand specific items on your report, decide what's worth disputing, draft dispute letter language, explain credit scoring factors, and coach you through what to work on next based on your goals. She's available 24/7 inside the app.
Watch Video 7 — Leslie walks through every option honestly based on your starting score, goals, and timeline. If you're still unsure, email leslie@jomarbusinesssolutions.com and we'll point you in the right direction personally.
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Still need help? We've got you.
Email Support
Email Leslie directly at jomarbusinesssolutions.com — questions are usually answered within 1 business day.