Training Centre
For Big and Small Teams
103 articles
- CRM & Tasks Overview (YouTube Video)
- How to Create and Manage Leads
- Linking a Lead to a Xero Contact
- Connect a Lead Contact to QuickBooks
- Creating automated email marketing campaigns
- 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
- Creating Cost Options in Client Proposals
- An overview of Leads
- Creating Folders & Uploading Files In A Lead Or Job
- An Overview of Estimates
- How to Prepare an Estimate
- How to Print or Export your Estimate to a PDF or CSV file
- How to Upload Plans for Takeoffs
- Requests for Quotes (RFQs)
- Bulk Update Pricing in your Catalogues
- Create Clearer Proposals for your Clients with Specifications
- How To Copy Your Estimate To A Lead
- How To Create a Flexible Estimate
- Allowance Markup Distribution
- Create a Job (from a Lead/Estimate)
- How to Create New Tasks
- How to Create a Purchase Order
- How to add a Supplier/Contractor
- Enable Portal Access for Contractors or Suppliers
- Add a Checklist to a Task
- Set up SMS or Email Reminders for Tasks
- Streamline Your Workflow with Task Categories
- How to see the remaining cost on a job
- Assigning Tasks to Roles
- Responding to Subcontractor Schedule Proposals
- How To Create A Variation
- Create A Variation From An Allowance Item
- Manage Contacts And Notifications For Each Supplier Or Contractor
- How To Create Different Job Types
- How To Restrict Folder Access For Contacts
- Client Selections Report
- Import Tool
- Compliance Management: Setting Up Supplier & Contractor Requirements
- Safety Dashboard
- How To Order Site Signage
- Introduction to Safety
- Job SWMS (Safe Work Method Statement)
- Create Incident Reports
- Safety Walkthrough
- Safety and Compliance Settings
- Job Site Induction
- Job SWMS (Safe Work Method Statement)
- Site Surveys
- Set Up Safety in Your Job Template
- Create a Site Survey Template
- Job Safety Analysis (JSA)
- Overview of Automations
- Create an automation associated with a lead
- Examples of how automations can be used
- Create an automation associated with an estimate
- Create an automation associated with client status
- Create an automation associated with a particular document
- Create an automation when a payment is made or created
- Connect to an AI Assistant - Claude
- Connecting JACK App to your AI
- Connect to an AI Assistant - ChatGPT
- ChatGPT Glossary - Apps, Tools, Skills, Projects and Prompts