Welcome to JACK App
Get Started with JACK App Setup
39 articles
Add your Company details
Customise the logo and colours to suit your brand
How to set available hours and work days for scheduling
Setting up online payments - STRIPE integration
Setting up staff access permission levels
Setting up Custom Email Notifications
Xero Integration - Link JACK to your accounting software
Set up client types
Set up cost categories
Set up the sales pipeline view
Set up the different lead status
Set up custom units of measurement (UOM)
Set up costing categories
Setting up Catalogues & Importing Data
Set up your custom estimate statuses
Setting access permissions for subcontractors and suppliers
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
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
Managing Staff Members
Choose what your clients can see in the Client Portal
How to create teams to be able to assign to schedule items
Link JACK to Stripe to enable online payments
Create an estimate proposal template
Creating estimate templates
Creating document templates
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
Creating task templates