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Workflow for creation of Leads, Estimates and Jobs

JACK has a streamlined step-by-step workflow for creating leads, estimates, and jobs in their respective pipelines.

Overview

You can start a new project from three locations in JACK: From Leads with optional estimates, From Estimates (creates a Lead and an Estimate), or From Jobs (creates an Estimate and a Job with either a new Lead or an existing Lead attached) in a single workflow. Each one opens a multi-step window that guides you through the details in order.

  • Starting from a Lead creates the lead and lets you add an estimate.

  • Starting from an Estimate can create the estimate and a lead from the site address.

  • Starting from a Job can create the job, an estimate, and a lead together.

Adding from the Leads Pipeline

💡Keep Project Names unique where possible.

  1. Navigate to the Leads pipeline. Click

  2. Enter the project details such as Project Name, Source, Postcode, Status, Project Type and any Project Description.

  3. Select an existing contact that’s in JACK or create a new contact.

  4. Click

💡 If the contact isn’t already in JACK, choose New Contact to create a new contact, which now requires a Contact Name, Mobile and Email to proceed.

You will now have a lead in the chosen pipeline status. This is now ready for you to add an estimate, takeoffs and notes, etc.

Creating from the Estimates Pipeline

When you start from the Estimates pipeline, you no longer need to create or select a lead first. JACK creates the lead for you using the site address.

  1. Navigate to Estimates

  2. Click

  3. Enter the Project Name, Site Address and Project Type. Then click

  4. You will be required to add this to an existing contact, or create a new one

  5. For an existing contact, click Existing Contact

You can then link this to the existing client contact in JACK.

6. Then click on Click

To continue and add a New Contact, enter the Contact Name, Mobile, and Email.

7. Then click

8. Select an estimate template.

9. Click

This will now create an estimate on an existing client in your pipeline. This is now ready for you to build out your estimate.

Creating from the Jobs Pipeline

You can now create a job and its estimate in one go, without going through a lead first.

  1. Navigate to Jobs

  2. Click

  3. Enter the site address and project type.

Click Next, and select an existing contact or create a new client for this job and estimate.

If you click on New Contact

This will prompt you for Contact Name, Mobile and Email. This will verify the information before allowing you to proceed.

You can continue and select a blank template, or use an existing template you created in JACK.

  1. Select your Job financial options and click

  2. You will now be prompted to select a Job Template or start from scratch. If you have multiple Job Templates, click Search to find the correct one.

Then

This will now display the created Job and your Estimate.

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