JACK App

An Overview of Sales CRM & Tasks

Create a new lead to move through your sales pipeline

How to Create and Manage Leads

Linking a lead to a Xero contact lets you create invoices and payments in JACK that sync directly to Xero.

Linking a Lead to a Xero Contact

Automate tasks so that you never miss a step in your sales process

Creating automated email marketing campaigns

Forecasting Contract Signings, Construction Start Dates, and Build Durations: Impacts on Cashflow Projections

What Impacts Your Cashflow Forecast

Send documents for signing with payment enabled, so clients can make payment immediately after signing

Create Documents with Online Payment Enabled

If your client has signed the document on a hard copy, the document can be set as manually signed

Online Document signing - Manual Client Signing

Customise the email message that is sent out when a document is sent for signing.

Edit email content sent to the recipient when sending a document

Send documents directly through JACK to streamline communication to suppliers, contractors and clients

How to send Documents

Enable online payments by adding a Xero contact

Send detailed documents with attachments to clients, suppliers, or contractors.

How to add Attachments to Documents

Create folders to organise your files and save time

How to Create Folders for File Storage

Keep all your files in one location for easy access

Uploading files to a Lead or Job

Creating Cost Options in Client Proposals

Leads, CRM, Documents, JACK's got your back

Sales & Marketing

Create a custom design with text, images, and links

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