Welcome to JACK App
Getting set up in JACK App
41 articles
Set up the sales pipeline view
Set up the different lead status
Set up client types
Set up costing categories
Set up cost categories (video)
Set up custom units of measurement (UOM)
Setting up Catalogues & Importing Data
Set up a Custom Pipeline view of all Job Statuses
Setting up Charge-Out Rate Categories
Non-Job Related Tasks / Items
Change your estimate status pipeline view
Set up your Custom Estimate Statuses (video)
How to create supplier/contractor types
Set up templated folder structures and standard project duration for different project types
Setting a conversion rate % on different stages within your sales pipeline
Edit your Supplier and Contractor Terms & Conditions
Client Invoice Terms & Conditions
Cost Groups
How Templates can save you time and money across your business
Creating an Estimate Template
Creating Document Templates
Creating Task Templates
How to create a schedule item
How to create a schedule item that is not job-related
Customising Schedule Item Colours
Schedule Item Reminders
How to Export your Gantt Schedule
Viewing Phases in the Gantt Schedule and Assigning Schedule Items