JACK App AU/NZ

Export key business reports including Builder Gain/Loss, WIP, Lead Activity & Sources, Tasks, Timesheets, and Job Budget vs Actual.

An Overview of Reports

How to filter and export reports

Run reports on employee timesheets to see how labour resources are being used

How to View Staff Timesheet Reports

Understand the default cashflow settings behind your forecast and adjust them to better reflect how your business run

Default Cashflow Settings

Include salaries, Superannuation, and PAYG Withholding to accurately plan and manage your business cash flow

Setting Up Your Cashflow Forecast for Employee Wages

Supplier/contractor payment terms and how this impacts your cashflow forecast

Client invoicing and how it impacts the cashflow forecast

Cashflow & Reporting

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Create your workspace and invite the people you work with.

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

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

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

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

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

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