Step 1: Create a New Lead
In the left-hand menu, go to Sales >
Upload your project plans by navigating to Files from the top toolbar.
Step 2: Begin Estimating
Navigate to Estimates >
Create from a Template (If no template exists, refer to this article)
Adjust the Global Markup as required
Takeoffs
Click the Quantity field → select the Ruler icon
Click Add File → upload your plans and set the scale
Specification Boxes
The four boxes within the Estimate reflect what appears in the Client Proposal - they do not impact the quote pricing (if no boxes are highlighted, then this line will not show in the Client Proposal)
Editing Line Items
To delete, request a quote, or perform other actions:
Tick the checkbox beside the line item – if you want to delete an entire Cost Category, open the cost category and select the Rubbish Bin icon on far right under the Cost Category line.
Select the desired option from the bottom-right menu
Assign Contractors and Suppliers
Add contractors or suppliers using the Assignee bubbles at the end of the description in line items - This enables Auto Purchase Order (PO) generation once the project moves into Jobs
Catalogues
Quickly add line items and/or assemblies from imported Catalogues
Step 3: Create a Proposal for the Client
1. Open the Estimate
2. Click Create Proposal, top right
3. Select a Document Template if applicable
4. Use the right-hand toolbar to populate details (e.g., client info, pricing, etc)
Step 4: Move the Lead to Jobs
Once your Estimate is complete and the proposal signed, move your project to the Jobs stage:
1. Select the relevant Estimate (non-selected estimate versions will be archived, but can be templated for future use)
2. Click 
to create
3. Choose a Job Template if applicable
Step 5: Manage the Job
Tasks
Populate tasks within the job
These can be preloaded into a Job Template to auto-populate for future projects
Job Financials
Manage:
Budgets
Variations
Purchase Orders
Supplier Bills
Client Invoices
Cashflow
Project Management
Oversee your Build Schedule and switch between views:
List
Calendar
Planner
Gantt
Gantt View Options:
Enable Auto Link Schedule Items to move dependent items automatically
Toggle Schedule Visible/Hidden to control assignee notifications
Timesheets
On the left toolbar, select Timesheets to monitor, approve and sync with Xero for payroll
✅ You’re done!
Your project has successfully progressed from Lead to Job, and you can now continue managing scheduling, financials and communications directly within JACK.
💡This guide is intended as a basic overview only to help you get started with the core project workflow. Access our Help Centre for more information.