Welcome to JACK App
Get Started with JACK App Setup
39 articles
Set up the sales pipeline view
Set up the different lead status
Set up client types
Set up costing categories
Set up cost categories (video)
Set up custom units of measurement (UOM)
Setting up Catalogues & Importing Data
Set up a custom pipeline view of all job statuses
Setting up Charge-Out Rate Categories
Non-Job Related Tasks / Items
Change your estimate status pipeline view
Set up your custom estimate statuses (video)
How to create supplier/contractor types
Set up templated folder structures and standard project duration for different project types
Setting a conversion rate % on different stages within your sales pipeline
Create an estimate proposal template
Creating estimate templates
Creating document templates
Creating task templates
How to create a schedule item
How to create a schedule item that is not job-related
Notify assigned users of schedule changes
Accepting or declining proposed changes from trades/subcontractors on schedule items
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