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Getting Started with Jack

An overview of Jack and our most popular features

6 articles
Sales (Leads)

Manage your leads to ensure you never miss a sales opportunity

7 articles
Contacts / Users

Manage different user types including clients, suppliers, contractors and staff

8 articles
File Management

Store all your files, under leads, estimates and jobs

4 articles
Process Automation

Save time by automating administrative tasks, fully customisable to match how you run your business

7 articles
Templates

Create templates for estimates, tasks, schedules & RFQ's

5 articles
Estimates / Takeoffs / Specifications

Create fast and accurate estimates and takeoffs

8 articles
Catalogues

Easily maintain and update supplier pricing list to create quotes

2 articles
Request for Quotes

Send and track your quote requests to suppliers and contractors

3 articles
Selections

Manage your client selections, to ensure no detail or cost gets missed

4 articles
Documents, Proposals & Document Signing

Create fast proposals, send your own custom documents for digital signing

6 articles
Job Management

Manage your job schedule and job financials from one platform

2 articles
Task Management

Allocate and track tasks, add checklists and create your unique business workflows

4 articles
Scheduling

Create and manage your project schedules and manage resources across your business

11 articles
Timesheets

Timesheets can be directly entered against a job and cost code

3 articles
Purchase Orders

Send and track purchase orders for contractors and suppliers

4 articles
AI-Powered Bill Processing

Upload your bills and receipts to track actual costs against estimated costs

7 articles
Job Budget / Job Financials

Track your job costings and expenses to see profit margin on each job

4 articles
Allowances & Variations

Create job variations to track client changes against allowances

7 articles
Builder Gain/Loss

Record gains and losses to your job budgets to see exactly where you gained and lost profit margin

2 articles
Client Invoices

Create and send invoices to your clients for cost plus, fixed price and percentage complete jobs

5 articles
Job Cashflow

Show the forecasted net cashflow on a job-by-job basis

3 articles
Company Cashflow

See an automatically updated cashflow forecast which shows your estimated bank balance for the next 12 months

2 articles
Advanced Reporting & WIP

Easily run reports to help you evaluate the financial health of your business

2 articles
Safety

Create, request and store JSA's and record any safety incidents

2 articles
Settings

Customise how JACK looks and works to suit your business

2 articles
Online Payments / Stripe Integration

Integrate with Stripe to receive payments via credit card on a secure portal

2 articles
Accounting Integration - Xero

Prevent doubling up on data entry by integrating with Xero

1 article
Subcontractor Portal

Share updates and information with your subcontractors and suppliers

1 article
Client Portal

Share updates and information with your customers

2 articles