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

Sign Up

Login

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.