Welcome to JACK App
Start here: Get set up in JACK
Set Up Your Sales Pipeline
Set up client types
Set up costing categories
Set up custom units of measurement (UOM)
Setting up Catalogues & 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
Cost Groups
How Templates can save you time and money across your business
Creating an Estimate Template
Creating Document Templates
Creating Task Templates
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