JACK App AU/NZ

CRM & Tasks Overview (YouTube Video)

Create a new lead to move through your sales pipeline

How to Create and Manage Leads

Link a lead to a Xero contact to sync invoices and payments seamlessly

Linking a Lead to a Xero Contact

Link your lead to a QuickBooks contact to seamlessly sync invoices and payments from JACK to QuickBooks.

Connect a Lead Contact to QuickBooks

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

Creating automated email marketing campaigns

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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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