Welcome to JACK App
Set up your account
By Jack and 4 others5 authors38 articles
- Set Up Your Sales Pipeline
- Set up client types
- Set up custom units of measurement (UOM)
- Setting up Catalogs & Importing Data
- Set up a Custom Pipeline view of all Job Statuses
- Non-Job Related Tasks / Items
- Change your estimate status pipeline view
- Set Conversion Rates For Stages In Your Sales Pipeline
- Edit your Supplier and Contractor Terms & Conditions
- Client Invoice Terms & Conditions
- Setting Up Your Tax Codes
- Set Up Project Templates and Standard Durations
- How Templates can save you time and money across your business
- Creating an Estimate Template
- Creating Document Templates
- Creating Task Templates
- Creating Schedule Templates
- Cost Groups
- How to create a schedule item
- How to create a schedule item that is not job-related
- Customising Schedule Item Colours
- Schedule Item Reminders
- How to Export your Gantt Schedule
- Viewing Phases in the Gantt Schedule and Assigning Schedule Items