# Help Centre

> Welcome to our JACK Help Centre!

## Welcome to JACK App

- [Add your Company details](https://help.jackapp.io/en/articles/8227045-add-your-company-details.md): Add your company details including bank details, address, contact details and more.
- [Customise the logo and colours to suit your brand](https://help.jackapp.io/en/articles/8234601-customise-the-logo-and-colours-to-suit-your-brand.md): Adding your logo and company colors to your account will help your Jack account look like it is your very own company portal.
- [Set Up Staff Access Permissions](https://help.jackapp.io/en/articles/9073321-set-up-staff-access-permissions.md): Manage Staff Access and Permission Levels
- [Setting up your Custom Email Domain](https://help.jackapp.io/en/articles/11520912-setting-up-your-custom-email-domain.md): Emails generated within JACK App will come from your own email
- [Set Up Your Sales Pipeline](https://help.jackapp.io/en/articles/8234885-set-up-your-sales-pipeline.md): Your lead sales pipeline provides a clear, visual overview of potential clients as they move through each stage of the sales process.
- [Set up client types](https://help.jackapp.io/en/articles/8234712-set-up-client-types.md): Set up client types to record and track for better financial reporting
- [How to Set Up Your Cost Categories](https://help.jackapp.io/en/articles/8251802-how-to-set-up-your-cost-categories.md): Set up costings, cost codes, or centres in your estimate
- [Set up custom units of measurement \(UOM\)](https://help.jackapp.io/en/articles/8234905-set-up-custom-units-of-measurement-uom.md): Jack has preloaded UOM's, but additional custom UOM's can be added in Settings \> Data Setup \> Units of Measurement
- [Setting up Catalogues & Importing Data](https://help.jackapp.io/en/articles/8253265-setting-up-catalogues-importing-data.md): Catalogues are a great way to maintain supplier pricing lists to use in your estimate costings
- [Set up a Custom Pipeline view of all Job Statuses](https://help.jackapp.io/en/articles/9073363-set-up-a-custom-pipeline-view-of-all-job-statuses.md): Setup your company job workflow to better manage your jobs
- [Setting up Charge-Out Rate Categories](https://help.jackapp.io/en/articles/9073494-setting-up-charge-out-rate-categories.md): This is used for 'Cost-Plus' jobs only
- [Non-Job Related Tasks / Items](https://help.jackapp.io/en/articles/11644423-non-job-related-tasks-items.md): Setting up non-job related task categories
- [Change your estimate status pipeline view](https://help.jackapp.io/en/articles/8251789-change-your-estimate-status-pipeline-view.md): Create a custom pipeline view of your estimates to help visualise with your estimating workflow
- [Set Up Project Templates and Standard Durations](https://help.jackapp.io/en/articles/9073297-set-up-project-templates-and-standard-durations.md): Standardise folder structures and project timeframes for each project type.
- [Set Conversion Rates For Stages In Your Sales Pipeline](https://help.jackapp.io/en/articles/9073299-set-conversion-rates-for-stages-in-your-sales-pipeline.md): Setting your lead conversion rate in your sales pipeline helps you predict your future sales and forecast cashflow
- [Edit your Supplier and Contractor Terms & Conditions](https://help.jackapp.io/en/articles/9073682-edit-your-supplier-and-contractor-terms-conditions.md): These are the T&Cs that appear on your Purchase Orders
- [Client Invoice Terms & Conditions](https://help.jackapp.io/en/articles/12223234-client-invoice-terms-conditions.md): How to setup client invoice Terms & Conditions
- [Setting Up Tax Codes](https://help.jackapp.io/en/articles/13670208-setting-up-tax-codes.md): Configure your tax codes for accurate tax calculation's and reporting
- [Cost Groups](https://help.jackapp.io/en/articles/14460168-cost-groups.md): Understand how Cost Groups organise project costs and where to manage them in JACK.
- [How Templates can save you time and money across your business](https://help.jackapp.io/en/articles/9489166-how-templates-can-save-you-time-and-money-across-your-business.md)
- [Creating an Estimate Template](https://help.jackapp.io/en/articles/9073311-creating-an-estimate-template.md): Streamline Your Workflow by Creating Accurate Estimate Templates
- [Creating Document Templates](https://help.jackapp.io/en/articles/9073312-creating-document-templates.md): Save and reuse document templates to streamline and standardise your business processes, helping you save time.
- [Creating Task Templates](https://help.jackapp.io/en/articles/9073313-creating-task-templates.md): Task templates can be saved to be used over and over again
- [How to create a schedule item](https://help.jackapp.io/en/articles/9073385-how-to-create-a-schedule-item.md)
- [How to create a schedule item that is not job-related](https://help.jackapp.io/en/articles/9073387-how-to-create-a-schedule-item-that-is-not-job-related.md): Add your staff leave to a global schedule or travel times between jobs to view all availabilities
- [Customising Schedule Item Colours](https://help.jackapp.io/en/articles/9073391-customising-schedule-item-colours.md): Use colours to organise your schedule items, making them easier to identify and manage across both the Gantt and Planner views
- [Schedule Item Reminders](https://help.jackapp.io/en/articles/9073400-schedule-item-reminders.md): Choose to notify assignees on your schedule whenever changes are made
- [How to Export your Gantt Schedule](https://help.jackapp.io/en/articles/9073402-how-to-export-your-gantt-schedule.md): Export and print your Gantt schedule to easily share project timelines
- [Viewing Phases in the Gantt Schedule and Assigning Schedule Items](https://help.jackapp.io/en/articles/9073403-viewing-phases-in-the-gantt-schedule-and-assigning-schedule-items.md): Switch your Gantt schedule view to display phases & assign schedule items to a phase
- [How To Add & Manage Staff Members](https://help.jackapp.io/en/articles/9073319-how-to-add-manage-staff-members.md): Add new staff and manage access & permission levels
- [How to Create Teams and Assign Them to Schedule Items](https://help.jackapp.io/en/articles/9073381-how-to-create-teams-and-assign-them-to-schedule-items.md): Create teams of staff and suppliers/subcontractors to efficiently assign and update schedule items
- [How To Connect To Xero](https://help.jackapp.io/en/articles/8234630-how-to-connect-to-xero.md): Connect JACK with Xero to enable seamless two-way sync for bills, invoices, payroll, and more.
- [STRIPE Integration-Setting Up Online Payments](https://help.jackapp.io/en/articles/8234644-stripe-integration-setting-up-online-payments.md): Set Up Your Payment Gateway with Stripe for Online Payments
- [Link JACK to Stripe to enable online payments \(video\)](https://help.jackapp.io/en/articles/8303322-link-jack-to-stripe-to-enable-online-payments-video.md): Link JACK to your Stripe account by first creating your own Stripe account
- [How To Connect To QuickBooks](https://help.jackapp.io/en/articles/13781056-how-to-connect-to-quickbooks.md): Connect JACK with QuickBooks to enable seamless two-way sync for bills, invoices, payroll, and more.
- [Import And Record Bills/Invoices As Paid](https://help.jackapp.io/en/articles/14709830-import-and-record-bills-invoices-as-paid.md): Use the Import tool to record paid amounts against a pre-existing job
- [Setting Access Permissions for Subcontractors and Suppliers](https://help.jackapp.io/en/articles/9073333-setting-access-permissions-for-subcontractors-and-suppliers.md): You can save multiple contacts for each supplier or subcontractor and choose how much information to include for each contact
- [Client Portal Visibility](https://help.jackapp.io/en/articles/9073356-client-portal-visibility.md): Customise what your clients can see in the Client Portal
- [Enable Client Portal Access](https://help.jackapp.io/en/articles/9073353-enable-client-portal-access.md)

## Training Centre

- [How to Create a Selection Set](https://help.jackapp.io/en/articles/9073668-how-to-create-a-selection-set.md): Streamlining the selection process for your clients
- [Costing of Selection Options](https://help.jackapp.io/en/articles/9073662-costing-of-selection-options.md): Track selection costs and manage your job budget seamlessly
- [Link an Allowance to a Selection Set](https://help.jackapp.io/en/articles/9073661-link-an-allowance-to-a-selection-set.md): Automatically track allowances and variations in your selection sets
- [How Variations Are Created from Approved Selections](https://help.jackapp.io/en/articles/9073663-how-variations-are-created-from-approved-selections.md): Stay on budget and openly track selection costs
- [Customise Allowances In Proposals](https://help.jackapp.io/en/articles/8251798-customise-allowances-in-proposals.md): Tailor how allowances are shown in your proposal documents
- [Link a Variation to a Selection Set](https://help.jackapp.io/en/articles/9073520-link-a-variation-to-a-selection-set.md): Track the total cost of all variations linked to each selection set
- [Comms Log](https://help.jackapp.io/en/articles/12152941-comms-log.md): View and track all project-related email activity in one place
- [CRM & Tasks Overview \(YouTube Video\)](https://help.jackapp.io/en/articles/9738735-crm-tasks-overview-youtube-video.md): Walkthrough with our Founder, Dan Morton
- [How to Create and Manage Leads](https://help.jackapp.io/en/articles/8253936-how-to-create-and-manage-leads.md): Create a new lead to move through your sales pipeline
- [Linking a Lead to a Xero Contact](https://help.jackapp.io/en/articles/8253940-linking-a-lead-to-a-xero-contact.md): Link a lead to a Xero contact to sync invoices and payments seamlessly
- [Connect a Lead Contact to QuickBooks](https://help.jackapp.io/en/articles/13841700-connect-a-lead-contact-to-quickbooks.md): Link your lead to a QuickBooks contact to seamlessly sync invoices and payments from JACK to QuickBooks.
- [Creating automated email marketing campaigns](https://help.jackapp.io/en/articles/9073291-creating-automated-email-marketing-campaigns.md): Automate tasks so that you never miss a step in your sales process
- [Create Documents with Online Payment Enabled](https://help.jackapp.io/en/articles/8261373-create-documents-with-online-payment-enabled.md): Send documents for signing with payment enabled, so clients can make payment immediately after signing
- [Online Document signing - Manual Client Signing](https://help.jackapp.io/en/articles/8261390-online-document-signing-manual-client-signing.md): If your client has signed the document on a hard copy, the document can be set as manually signed
- [Edit email content sent to the recipient when sending a document](https://help.jackapp.io/en/articles/8261411-edit-email-content-sent-to-the-recipient-when-sending-a-document.md): Customise the email message that is sent out when a document is sent for signing.
- [How to send Documents](https://help.jackapp.io/en/articles/9073434-how-to-send-documents.md): Send documents directly through JACK to streamline communication to suppliers, contractors and clients
- [Enable online payments by adding a Xero contact](https://help.jackapp.io/en/articles/9073436-enable-online-payments-by-adding-a-xero-contact.md): Linking a Xero contact to your document
- [How to add Attachments to Documents](https://help.jackapp.io/en/articles/9073437-how-to-add-attachments-to-documents.md): Send detailed documents with attachments to clients, suppliers, or contractors.
- [How to Create Folders for File Storage](https://help.jackapp.io/en/articles/9073413-how-to-create-folders-for-file-storage.md): Create folders to organise your files and save time
- [Uploading files to a Lead or Job](https://help.jackapp.io/en/articles/9073407-uploading-files-to-a-lead-or-job.md): Keep all your files in one location for easy access
- [Creating Cost Options in Client Proposals](https://help.jackapp.io/en/articles/11819358-creating-cost-options-in-client-proposals.md)
- [An Overview of Estimates](https://help.jackapp.io/en/articles/8253264-an-overview-of-estimates.md): Learn how an estimate is created, costed and sent to the client for approval
- [How to Prepare an Estimate](https://help.jackapp.io/en/articles/8251781-how-to-prepare-an-estimate.md): Getting Started with Your Estimate: A Step-by-Step Overview
- [How to Print or Export your Estimate to a PDF or CSV file](https://help.jackapp.io/en/articles/8253256-how-to-print-or-export-your-estimate-to-a-pdf-or-csv-file.md): How to export your estimate costings
- [How to Upload Plans for Takeoffs](https://help.jackapp.io/en/articles/8252701-how-to-upload-plans-for-takeoffs.md): Upload plans to JACK to complete digital takeoffs, draw, and measure directly on the plan, with results feeding into your costings for fast and accurate estimates.
- [Requests for Quotes \(RFQs\)](https://help.jackapp.io/en/articles/12127758-requests-for-quotes-rfqs.md): Send quote requests to multiple suppliers and contractors, compare pricing, track due dates, and accept the best bid in your estimate
- [Bulk Update Pricing in your Catalogues](https://help.jackapp.io/en/articles/8253267-bulk-update-pricing-in-your-catalogues.md): Ensure your cost catalogues are up to date for more accurate estimates
- [Create Clearer Proposals for your Clients with Specifications](https://help.jackapp.io/en/articles/8253251-create-clearer-proposals-for-your-clients-with-specifications.md): Include estimate specifications for clear, client-ready proposals
- [Allowance Markup Distribution](https://help.jackapp.io/en/articles/13757433-allowance-markup-distribution.md)
- [How To Copy Your Estimate To A Lead](https://help.jackapp.io/en/articles/14042293-how-to-copy-your-estimate-to-a-lead.md): Streamline your workflow by copying your estimate to a lead
- [How To Create a Flexible Estimate](https://help.jackapp.io/en/articles/14082602-how-to-create-a-flexible-estimate.md): Create a job without locking your estimate
- [Create a Job \(from a Lead/Estimate\)](https://help.jackapp.io/en/articles/11958093-create-a-job-from-a-lead-estimate.md): Everything to know to convert Leads to Jobs
- [How to Create Different Job Types](https://help.jackapp.io/en/articles/9073361-how-to-create-different-job-types.md): Use JACK to manage job types, track costs, and make smarter pricing decisions for every job.
- [How to Create New Tasks](https://help.jackapp.io/en/articles/9073300-how-to-create-new-tasks.md): Tasks help you streamline workflows and ensure every step in your process is completed
- [How to Create a Purchase Order](https://help.jackapp.io/en/articles/9073681-how-to-create-a-purchase-order.md): JACK keeps your project costs clear, tracked, and under control
- [How to add a Supplier/Contractor](https://help.jackapp.io/en/articles/8251777-how-to-add-a-supplier-contractor.md): Keep your contractor list up to date, store staff details, and easily set a primary contact.
- [Manage Multiple Contacts for Each Supplier or Contractor](https://help.jackapp.io/en/articles/9073349-manage-multiple-contacts-for-each-supplier-or-contractor.md): Keep all of your supplier and contractor contacts organised in JACK
- [Enable Portal Access for Contractors or Suppliers](https://help.jackapp.io/en/articles/9073330-enable-portal-access-for-contractors-or-suppliers.md): Enable portal access, edit contact details and give access permissions
- [How to Restrict Folder Access for Contacts](https://help.jackapp.io/en/articles/9073415-how-to-restrict-folder-access-for-contacts.md): Control which folders your contractors, suppliers, or clients can view by adjusting their Sharing & Access settings.
- [Add a Checklist to a Task](https://help.jackapp.io/en/articles/9073302-add-a-checklist-to-a-task.md): Use task checklists to stay on top of quality control
- [Set up SMS or Email Reminders for Tasks](https://help.jackapp.io/en/articles/9073306-set-up-sms-or-email-reminders-for-tasks.md): Stay on top of tasks by notifying your team of completions or outstanding items
- [Streamline Your Workflow with Task Categories](https://help.jackapp.io/en/articles/9073309-streamline-your-workflow-with-task-categories.md): Create and customise task categories to suit your business
- [How to see the remaining cost on a job](https://help.jackapp.io/en/articles/9073757-how-to-see-the-remaining-cost-on-a-job.md)
- [Assigning Tasks to Roles](https://help.jackapp.io/en/articles/12079543-assigning-tasks-to-roles.md): You can now assign tasks to a role rather than a set user
- [Notify assigned users of schedule changes](https://help.jackapp.io/en/articles/9073390-notify-assigned-users-of-schedule-changes.md): Keep your staff, suppliers, and subcontractors up to date with any changes to your job schedule
- [Responding to Subcontractor Schedule Proposals](https://help.jackapp.io/en/articles/9073388-responding-to-subcontractor-schedule-proposals.md): Quickly approve or decline subcontractor proposed scheduling changes
- [How to Create Schedule Filters in your Planner View](https://help.jackapp.io/en/articles/9073392-how-to-create-schedule-filters-in-your-planner-view.md): Save a Quick Filter in your Planner to view only specific details relating to a Job schedule
- [How To Create A Variation](https://help.jackapp.io/en/articles/9073505-how-to-create-a-variation.md): Create and manage variations to ensure budget accuracy and transparent client communication
- [Create A Variation From An Allowance Item](https://help.jackapp.io/en/articles/9073506-create-a-variation-from-an-allowance-item.md): Track allowance balances and manage credits or overruns with ease
- [Introduction to Safety](https://help.jackapp.io/en/articles/12948945-introduction-to-safety.md): Safety made easy with JACK!
- [Safety Walkthrough](https://help.jackapp.io/en/articles/12758905-safety-walkthrough.md): Making Site Safety Easier, One Walkthrough at a Time
- [Safety and Compliance Settings](https://help.jackapp.io/en/articles/12972489-safety-and-compliance-settings.md): Set up safety compliance requirements and manage induction requests for on-site use
- [Job Site Induction](https://help.jackapp.io/en/articles/13125325-job-site-induction.md): Set up your site inductions in a few simple steps
- [Job SWMS \(Safe Work Method Statement\)](https://help.jackapp.io/en/articles/12941485-job-swms-safe-work-method-statement.md): Fast, Flexible, and Ready-to-Use: Access Trade-Specific SWMS Templates Anytime in JACK
- [Site Surveys](https://help.jackapp.io/en/articles/12998743-site-surveys.md): Site Surveys, Simplified for Every Job
- [Set Up Safety in Your Job Template](https://help.jackapp.io/en/articles/13126513-set-up-safety-in-your-job-template.md): Make safety simple for every job
- [Create a Site Survey Template](https://help.jackapp.io/en/articles/12979974-create-a-site-survey-template.md): Site Survey Templates for Accurate Planning and Safety Compliance
- [Job Safety Analysis \(JSA\)](https://help.jackapp.io/en/articles/9073741-job-safety-analysis-jsa.md): A JSA is a quick step-by-step check of a job to spot hazards and set controls so the work can be done safely.
- [Create Incident Reports](https://help.jackapp.io/en/articles/9073744-create-incident-reports.md): JACK allows you to record Safety Incidents that occur onsite.
- [Site Signage](https://help.jackapp.io/en/articles/12957824-site-signage.md): Support Safe Site Access, Compliance, and Communication - Order Your Site Signs Today
- [What Impacts Your Cashflow Forecast](https://help.jackapp.io/en/articles/9073294-what-impacts-your-cashflow-forecast.md): How to manage and track your cashflow in JACK
- [How To Create A Credit Note](https://help.jackapp.io/en/articles/15560772-how-to-create-a-credit-note.md): Record supplier and contractor credit notes to keep your job budgets accurate
- [How to add a new Cost Item to the Job Budget](https://help.jackapp.io/en/articles/9073760-how-to-add-a-new-cost-item-to-the-job-budget.md): Add new cost items & categories after your job has been created
- [How to upload a bill to JACK ready for processing](https://help.jackapp.io/en/articles/9073687-how-to-upload-a-bill-to-jack-ready-for-processing.md)
- [How bills push to Xero](https://help.jackapp.io/en/articles/9073699-how-bills-push-to-xero.md): No need for double entry when it comes to supplier & subcontractor bills as JACK pushes bills into Xero
- [How to reallocate bills that were allocated incorrectly to a purchase order or budget item](https://help.jackapp.io/en/articles/9073698-how-to-reallocate-bills-that-were-allocated-incorrectly-to-a-purchase-order-or-budget-item.md)
- [How to Create a Back Charge](https://help.jackapp.io/en/articles/9073690-how-to-create-a-back-charge.md): Recover Costs from Subcontractors for Damage or Mistakes
- [Client Invoices](https://help.jackapp.io/en/articles/11845419-client-invoices.md): Preparing and Sending Client Invoices, Variations & Retention Invoices
- [Timesheets Setup and Approval](https://help.jackapp.io/en/articles/9073493-timesheets-setup-and-approval.md): Setting up employees, cost rates and approving timesheets
- [Setting Up Company Cashflow \(AU\)](https://help.jackapp.io/en/articles/9514828-setting-up-company-cashflow-au.md): Customise BAS, PAYG, and super settings to forecast cashflow with confidence
- [Create a Builder Gain/Loss](https://help.jackapp.io/en/articles/9073702-create-a-builder-gain-loss.md): Track Changes to Job Costs with a Builder Gain / Loss
- [Create a Builder Gain/Loss from the Finance \> Bills section](https://help.jackapp.io/en/articles/9073703-create-a-builder-gain-loss-from-the-finance-bills-section.md)
- [Send a reason for rejection when changing Bill status to rejected](https://help.jackapp.io/en/articles/9073696-send-a-reason-for-rejection-when-changing-bill-status-to-rejected.md)
- [The difference between the starting forecast profit and the current forecast profit shown in the job budget](https://help.jackapp.io/en/articles/9073754-the-difference-between-the-starting-forecast-profit-and-the-current-forecast-profit-shown-in-the-job-budget.md): Always know your profit figure for each job, taking into account variations and changes in estimated costs
- [How timesheet-related labour costs are displayed in the job budget](https://help.jackapp.io/en/articles/9073490-how-timesheet-related-labour-costs-are-displayed-in-the-job-budget.md)
- [JACK / Xero - 2-Way Sync Data Flow Diagram](https://help.jackapp.io/en/articles/11043526-jack-xero-2-way-sync-data-flow-diagram.md): The following diagram explains which information flows from JACK to Xero and vice versa via our 2-Way Sync API Connection
- [Bill Approvals](https://help.jackapp.io/en/articles/16092824-bill-approvals.md): Get bills signed off fast, no login required for your approvers.
- [Supplier/Contractor Rules & Bill Approval Settings](https://help.jackapp.io/en/articles/16093842-supplier-contractor-rules-bill-approval-settings.md): Set your supplier/contractor rules and let JACK handle the rest automatically
- [Create a Deposit Invoice on a Fixed Price Job](https://help.jackapp.io/en/articles/16105975-create-a-deposit-invoice-on-a-fixed-price-job.md): Create deposit invoices on Fixed Price jobs with an unlocked estimate, before the contract price is fixed
- [How To Create a Deposit Invoice on a Cost Plus Job](https://help.jackapp.io/en/articles/16105972-how-to-create-a-deposit-invoice-on-a-cost-plus-job.md): Create deposit invoices on Cost Plus jobs while the estimate is locked
- [An Overview of Reports](https://help.jackapp.io/en/articles/9073799-an-overview-of-reports.md): Export key business reports including Builder Gain/Loss, WIP, Lead Activity & Sources, Tasks, Timesheets, and Job Budget vs Actual.
- [How to filter and export reports](https://help.jackapp.io/en/articles/9073801-how-to-filter-and-export-reports.md)
- [How to View Staff Timesheet Reports](https://help.jackapp.io/en/articles/9073496-how-to-view-staff-timesheet-reports.md): Run reports on employee timesheets to see how labour resources are being used
- [Default Cashflow Settings](https://help.jackapp.io/en/articles/9505329-default-cashflow-settings.md): Understand the default cashflow settings behind your forecast and adjust them to better reflect how your business run
- [Setting Up Your Cashflow Forecast for Employee Wages](https://help.jackapp.io/en/articles/9698318-setting-up-your-cashflow-forecast-for-employee-wages.md): Include salaries, Superannuation, and PAYG Withholding to accurately plan and manage your business cash flow
- [Supplier/contractor payment terms and how this impacts your cashflow forecast](https://help.jackapp.io/en/articles/9073345-supplier-contractor-payment-terms-and-how-this-impacts-your-cashflow-forecast.md)
- [Client invoicing and how it impacts the cashflow forecast](https://help.jackapp.io/en/articles/9073781-client-invoicing-and-how-it-impacts-the-cashflow-forecast.md)
- [Create an automation associated with a lead](https://help.jackapp.io/en/articles/8235916-create-an-automation-associated-with-a-lead.md): Create automations linked to a lead status. You can automate follow-ups, create & send documents or change the status of a lead or estimate.
- [Examples of how automations can be used](https://help.jackapp.io/en/articles/8235918-examples-of-how-automations-can-be-used.md): Here are a few common automations we see JACK users implementing that are very useful and time-saving for their business.
- [Create an automation associated with an estimate](https://help.jackapp.io/en/articles/8235931-create-an-automation-associated-with-an-estimate.md): Create automations linked to an estimate. You can automate follow-ups, create & send documents or change the status of a lead or estimate.
- [Create an automation associated with client status](https://help.jackapp.io/en/articles/8235937-create-an-automation-associated-with-client-status.md): Create automated & custom emails based on a client status in the system being pending, enabled or archived.
- [Create an automation associated with a particular document](https://help.jackapp.io/en/articles/8235943-create-an-automation-associated-with-a-particular-document.md): Create automated emails and create further documents once the associated document is sent, signed or created.
- [Create an automation when a payment is made or created](https://help.jackapp.io/en/articles/8235952-create-an-automation-when-a-payment-is-made-or-created.md): Create an automation from a document when a payment is created or made to send an email, create another document or change lead status.

## Mobile App

- [Mobile App - Timesheets](https://help.jackapp.io/en/articles/11734704-mobile-app-timesheets.md): How to view and add a timesheet on the mobile app
- [Mobile App - Tasks](https://help.jackapp.io/en/articles/11684836-mobile-app-tasks.md)
- [Mobile App - Jobs](https://help.jackapp.io/en/articles/11734669-mobile-app-jobs.md)
- [Schedules in the Mobile App](https://help.jackapp.io/en/articles/11734687-schedules-in-the-mobile-app.md): Watch this video on how the Schedule Tab works in the JACK Mobile App
- [JACK Mobile App for Subcontractors](https://help.jackapp.io/en/articles/12796788-jack-mobile-app-for-subcontractors.md): Overview of the JACK Mobile App for Subcontractors
- [Safety User Set Up Guide](https://help.jackapp.io/en/articles/14054790-safety-user-set-up-guide.md): Set up your Safety User Account and stay safe on-site

## Video Library

- [Creating Takeoffs and Setting the Scale on Plans \(Video\)](https://help.jackapp.io/en/articles/8251815-creating-takeoffs-and-setting-the-scale-on-plans-video.md): Set the scale on your plans to quickly and accurately create takeoffs
- [How to Create a Proposal from an Estimate \(Video\)](https://help.jackapp.io/en/articles/8261366-how-to-create-a-proposal-from-an-estimate-video.md): Easily create custom proposals from your estimates and send them to your client for digital approval.
- [An Overview of Automations \(Video\)](https://help.jackapp.io/en/articles/8234922-an-overview-of-automations-video.md): Automate tasks, marketing and processes within JACK App for your leads, estimates, documents and payments.
- [An Overview of Client Invoices \(Video\)](https://help.jackapp.io/en/articles/9073772-an-overview-of-client-invoices-video.md): How to send Client Invoices
- [An Overview of Purchase Orders \(Video\)](https://help.jackapp.io/en/articles/15789743-an-overview-of-purchase-orders-video.md): How to create a purchase order, what it looks like for your suppliers and how it ties into your job budget.
- [Auto-Generate Purchase Orders \(Video\)](https://help.jackapp.io/en/articles/11997293-auto-generate-purchase-orders-video.md): Streamline the process of creating POs by using the Auto-PO Function
- [Bill Processing \(Video\)](https://help.jackapp.io/en/articles/16061770-bill-processing-video.md): Jack Bills Workflow, Supplier Rules, Approvals, PO Matching and more!

## Client & Subcontractor Portal

- [How to Set Up My Supplier or Contractor Portal](https://help.jackapp.io/en/articles/12796017-how-to-set-up-my-supplier-or-contractor-portal.md): Set up portal access in JACK as a supplier or contractor

## Help & Troubleshooting

- [Troubleshooting Common Issues](https://help.jackapp.io/en/articles/12006039-troubleshooting-common-issues.md): How to solve common issues in JACK
- [Remote Access from JACK App Support](https://help.jackapp.io/en/articles/11519977-remote-access-from-jack-app-support.md): Using Chrome Remote Access Support
- [Glossary](https://help.jackapp.io/en/articles/12152878-glossary.md): All Terms Used in JACK App and what they refer to