Training Centre
For Big and Small Teams
88 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 add Contractor Licensing and Insurance Records
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