Training Centre
For Big and Small Teams
97 articles
An Overview of Estimates
How to Prepare an Estimate
How to upload plans for takeoffs
How to create a takeoff and set the scale on plans
Bulk update pricing in your catalogues
How to use specifications for clearer proposals
How to Print or Export your estimate to a PDF or .CSV file
Estimating - How to use the take-off tool
Create a Job (from a Lead/Estimate)
Requests for Quotes (RFQs)
An Overview of Sales CRM & Tasks
How to Create and Manage Leads
Linking a lead to a Xero contact
Creating automated email marketing campaigns
Forecasting contract signing dates, construction start dates, and build durations and how they affect the cashflow forecast
How to create a proposal from an estimate
Create a document with online payment enabled
Online document signing - customer has signed manually
Edit email content sent to the recipient when sending a document
Sending documents to suppliers, contractors, and clients
Enabling online payment relating to a document - adding a Xero contact
Add attachments to documents
How to create folders for your file storage
Uploading files to a lead or job
Creating Cost Options in Client Proposals
Creating different job types: cost-plus, fixed-price contract, and percentage complete
Add a supplier/contractor
Record multiple contacts related to a single supplier or contractor
Add Contractors or Suppliers & Enable the portal access
Add contractor licensing and insurance records
How to restrict access to specific folders for contractors, suppliers, or clients
Creating new tasks
Add a checklist to a task
Set up SMS or email reminders for tasks
Using task categories to manage your workflow
How to create a purchase order from the job budget
Add an attachment to a purchase order
Explaining 'items remaining' on a purchase order
Send a JSA to staff/contractor/supplier for editing or signing
Create incident reports for a safety issue
How to see the remaining cost on a job
View bills related to specific costing items in the budget
Auto-Generate Purchase Orders
Assigning Tasks to Roles
Notify assigned users of schedule changes
Accepting or declining proposed changes from trades/subcontractors on schedule items
Manage client contact details
Enable portal access for your Client
Creating selection sets and selection options
Costing of selection options
Link an allowance to a selection set
How to create a variation
How variations are automatically created from approved selection options
Allowances - how to customise the display of allowances in your proposals
Print a statement showing all approved variations
Send a variation for approval
Link a variation to an allowance
Link a variation to a selection set
JACK App's Communication Log
An Overview Process 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