Welcome to JACK App
Set up your account
By Jack and 4 others5 authors37 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
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 a Lead
Cost Groups
How to Set Up Your Costings
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