Welcome to JACK App
Meet JACK & find all the resources to get setup right
36 articles
Set up costing categories in your estimate
Setting up Catalogues & Importing Data
Link JACK to Stripe to enable online payments
Set up templated folder structures and standard project duration for different project types
Set up a custom pipeline view of all job statuses
Setting up Charge-Out Rate Categories
Non-Job Related Tasks / Items
Set up custom units of measurement (UOM)
How to set up client types
How to create supplier/contractor types
How to set up cost categories
Set up your different lead statuses
Set up your custom estimate statuses
Add your Company details
Customise the logo and colours in JACK to suit your business branding
Setting up Custom Email Notifications
Create an estimate proposal template
Creating estimate templates
Creating document templates
Managing Staff Members
Setting up staff access permission levels
Setting access permissions for subcontractors and suppliers
Set up your sales pipeline view
Setting a conversion rate % on different stages within your sales pipeline
Change your estimate status pipeline view
Choose what your clients can see in the Client Portal
How to create teams to be able to assign to schedule items
How to create a schedule item
How to create a schedule item that is not job-related
Accepting or declining proposed changes from trades/subcontractors on schedule items
Notify assigned users of schedule changes
How to make schedule items different colours
Schedule item reminders
Export your schedule as a PDF file
Add phases to your Gantt view schedule and assign schedule items to phases
How to set available hours and work days for scheduling