Glossary

Allowances are specific amounts of money allocated to a project to cover anticipated expenses related to the project. This is relevant when the builder does not know the exact cost of a specific item. This is also referred to as a PC Sum or Provisional Sum.

An assembly item is also sometimes referred to as a recipe item. This refers to an item that is made of multiple other items. (i.e. “Supply and Install Front Door” is the Assembly item, which is made of the door, the door hardware, and the labour)

Definition: Workflow actions set to trigger automatically based on defined conditions.

Specific: In JACK App, a human action can trigger multiple automations, but an automation cannot trigger another automation.

These are the invoices received from suppliers or contractors for goods or services provided that the company needs to pay.

To avoid confusion, the JACK App Team only uses 'invoice' to refer to client invoices.

Once a contract is signed, a builder's gain/loss is any change to a forecasted/budgeted cost item that is not a variation. This will either reduce or increase the builder's profit on the job as it is not passed onto the client.

Collections of items, products, or services available for selection in the estimates, variations, etc. Catalogues often relate to a specific supplier (i.e. Bunnings)

Refers to the software user's customer
(your customers)

Client invoices are sent to the builder’s clients for work completed or services provided.
These are sometimes referred to as progress claims in the case of fixed price projects.

A record of transmissions generated in JACK App useful to provide an activity log for the software users.

Address book of all individual & business contacts for the software user.

CLIENTS – Individuals to whom the company provides services

SUPPLIERS – Entities providing materials, goods & resources

CONTRACTORS – Entities providing services and/or labour

STAFF – Employees of the company

Names / Classifications used to group and manage Cost Categories.

Names / Classifications used to group and manage different types of project-related expenses known as line items. Cost Categories are also commonly referred to as Cost Centres.
E.g. carpenter, framing, plumbing, electrical.

A Cost Option is an upgrade/selection feature available during the Lead stage only, and gives the client the ability to select yes/no to additional items or upgrades (i.e. include perimeter path & drive, include solar & battery pack, etc.)

These calculations outline the project's price, including a breakdown of materials, labour costs, profit margin, and details of what is included or excluded from the agreement.

There are two states to a project in JACK App. Either a Lead or a Job.
An Estimate forms part of the Lead state and is a stage of the Lead process.

A timeline-based view showing project schedule items, durations, and links.

A project that has been created after a contract has been signed.

A project opportunity associated with a client who has shown interest. This is before contract signing. We often suggest these include the address of the works.

The origin or channel through which a lead is acquired, such as referrals or advertisements.

A line item is an individual entry or element listed on an invoice, budget, request for quote or purchase order.

A layout that displays schedule items, tasks or contacts in a list format.

Activities or tasks not associated directly to a job or project.

A visual representation of the stages in a workflow, displaying buckets to track what leads, estimates and jobs are at which stage.

A project is a sequence of tasks that must be completed to attain a specific outcome.
In the context of JACK App, a project is a work opportunity that goes through the stages of being a Lead, an Estimate and then a Job.

Paul wants to build two houses and get a quote. In JACK App, this is translated as;
A Client has two projects to be quoted.

These are types of allowances. Check the section on Allowances for details.

A binding document issued to suppliers and/or contractors to prepare and supply goods and/or services.
In JACK App, a bill can be applied to a purchase order.

Documents that provide summaries, insights, and analytics on various aspects of information in JACK App.

A call for suppliers and/or contractors to provide pricing and terms to perform services and supply goods per the information supplied. The accepted quote amount is included in the estimate.

The process of determining specific materials and colours for the project. This includes, but is not limited to, selecting façade materials & colours, designing the kitchen, choosing floor coverings, doors, paint colours etc.

Planned activity with a recorded and assigned time/date.
These are used in the Lead or Job schedule to assign a timeline to tasks, invoices, bills, and cashflow forecasting.
All schedule items set in the LEAD that are not in the past will be carried across to the JOB.

Refers to ‘taking off’ the quantity required from the plans.
The process of identifying and measuring all the materials, labour, and equipment needed to complete a construction project involves analysing plans and working drawings.

In the context of JACK App, tasks are administrative milestones that need to be completed to progress a project. Tasks can be assigned to staff, clients, or contractors.
Tasks can also be assigned to certain roles like Selections Manager, Site Supervisor and Lead Assignee, which will automatically be populated when setup in templates.

Predefined formats that allow the builder/software user to improve efficiency and save time, as they can set up cash flow, project schedules, and invoices, among other things.

A record of hours worked by an employee on specific projects/jobs or non-job-related tasks.

Changes or adjustments to the original scope of work which often impact the price of the contract. This is an official document and record of all parties agreeing to the changes. This increase or decrease in cost is passed onto the client and requires their approval.