JACK App

How Templates can save you time and money across your business

Streamline Your Workflow by Creating Accurate Estimate Templates

Creating an Estimate Template

Save and reuse document templates to streamline and standardise your business processes, helping you save time.

Creating Document Templates

Task templates can be saved to be used over and over again

Creating Task Templates

How to create a schedule item

Add your staff leave to a global schedule or travel times between jobs to view all availabilities

How to create a schedule item that is not job-related

Use colours to organise your schedule items, making them easier to identify and manage across both the Gantt and Planner views

Customising Schedule Item Colours

Choose to notify assignees on your schedule whenever changes are made

Schedule Item Reminders

Export and print your Gantt schedule to easily share project timelines

How to Export your Gantt Schedule

Switch your Gantt schedule view to display phases & assign schedule items to a phase

Viewing Phases in the Gantt Schedule and Assigning Schedule Items

Step 3: Templates & Workflow 

Create a custom design with text, images, and links

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