JACK App AU/NZ

Set the scale on your plans to quickly and accurately create takeoffs

Creating Takeoffs and Setting the Scale on Plans (Video)

Easily create custom proposals from your estimates and send them to your client for digital approval.

How to Create a Proposal from an Estimate (Video)

Automate tasks, marketing and processes within JACK App for your leads, estimates, documents and payments.

An Overview of Automations (Video)

An Overview of Client Invoices (Video)

How to create a purchase order, what it looks like for your suppliers and how it ties into your job budget.

An Overview of Purchase Orders (Video)

Streamline the process of creating POs by using the Auto-PO Function

Auto-Generate Purchase Orders (Video)

Jack Bills Workflow, Supplier Rules, Approvals, PO Matching and more!

Bill Processing (Video)

Setting up client portal access and an overview of the client portal

Client Portal (Video)

Learn the steps to go through to manually mark bills and client invoices as paid directly within JACK

Manual Reconciliation of Bills and Client Invoices (Video)

This video walks through the initial things you should set up to make your journey of exploring and learning JACK as easy and smooth as possible

Setting up JACK for the first time (Video)

Learn how your sales pipeline works, how to set up some key data points, and walk through creating a Lead from scratch

Lead Creation and Key Settings (Video)

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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.

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

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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.

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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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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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