Training Centre
For Big and Small Teams
87 articles
Manage client contact details
Enable portal access for your Client
How to Create a Selection Set
Costing of Selection Options
Link an Allowance to a Selection Set
How to create a variation
How Variations Are Automatically Created from Approved Selections
Allowances - how to customise the display of allowances in your proposals
Print a statement showing all approved variations
Send a variation for approval
Link an Allowance to a Variation
Link a Variation to a Selection Set
JACK App's Communication Log
An Overview of Sales CRM & Tasks
How to Create and Manage Leads
Linking a Lead to a Xero Contact
Creating automated email marketing campaigns
What Impacts Your Cashflow Forecast
Create Documents with Online Payment Enabled
Online Document signing - Manual Client Signing
Edit email content sent to the recipient when sending a document
How to send Documents
Enable online payments by adding a Xero contact
How to add Attachments to Documents
How to Create Folders for File Storage
Uploading files to a Lead or Job
Creating Cost Options in Client Proposals
Create a Job (from a Lead/Estimate)
How to Create Different Job Types
How to Create New Tasks
How to Create a Purchase Order
Auto-Generate Purchase Orders
How to add a Supplier/Contractor
Manage Multiple Contacts for Each Supplier or Contractor
Enable Portal Access for Contractors or Suppliers
How to Restrict Folder Access for Contacts
Add a Checklist to a Task
Set up SMS or Email Reminders for Tasks
Streamline Your Workflow with Task Categories
Add an Attachment to a Purchase Order
Understanding 'Items Remaining' on a Purchase Order
How to see the remaining cost on a job
Assigning Tasks to Roles
Notify assigned users of schedule changes
Responding to Subcontractor Schedule Proposals
How to Create Schedule Filters in your Planner View