Step 3: Templates & Workflow
13 articles
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