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Getting Started with Jack
An overview of Jack and our most popular features
6 articles
How to set up client typesSet up client types to record and track for better financial reporting
Set up your different lead statusesYour lead statuses are a way to show where your leads sit in the sales journey, the best way to view this is in the sales pipeline view.
How to set up cost categoriesSetting up your Cost Categories allows you to create your custom estimating format to ensure jobs are costed accurately and efficiently
How to create supplier/contractor typesSet up supplier and contractor types to better organise them into groups
Set up your custom estimate statusesSet up your own custom estimate statuses to track where your estimates sit in your workflow.
Set up custom units of measurement (UOM)Jack has preloaded UOM's, but additional custom UOM's can be added in Settings > Data Setup > Units of Measurement