Training Centre
For Big and Small Teams
97 articles
An Overview of Estimates
How to Prepare an Estimate
How to Upload Plans for Takeoffs
Creating Takeoffs and Setting the Scale on Plans (Video)
Bulk Update Pricing in your Catalogues
Create Clearer Proposals for your Clients with Specifications
How to Print or Export your Estimate to a PDF or CSV file
Estimating - How to use the Take-Off Tool (Video)
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
What Impacts Your Cashflow Forecast
How to Create a Proposal from an Estimate
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
How to Create Different Job Types
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
How to Create New Tasks
Add a Checklist to a Task
Set up SMS or Email Reminders for Tasks
Streamline Your Workflow with Task Categories
How to Create a Purchase Order
Add an Attachment to a Purchase Order
Understanding '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
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 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