Jobman Set-Up Flow Guide
This is a basic flowchart to guide your Jobman set-up. Not all businesses are the same, so please prioritise the needs of your own business when consulting this guide.
Information:
- For all steps beginning with User Menu - begin by accessing the relevant tab from the User Menu Panel on the left. For example: to complete the step User Menu | Inventory, begin at the User Menu Panel and click on Inventory.
- For all steps ending in Settings - you will need to access Settings from the User Menu Panel, then navigate to the relevant area. For example: to complete the step Template Settings, begin at the User Menu Panel and click on Settings, then Templates.
Please Note: This is a basic guide only. Not all steps will apply to all businesses.
- General Settings - add your business details, settings & logo.
- Accounting Settings - integrate with your accounting software if applicable.
- Cloud File Storage - integrate with your cloud storage provider if applicable.
- Staff Setup - roles, permission & types then import/add your staff members.
- Contact Settings - sources, roles & types then import/add your contacts (suppliers & customers).
- Item Settings - build your item specs.
- Accounting Settings - if you have not integrated with your accounting software.
- Lead Settings - types, statuses, details then member types.
- Job Settings - types, statuses, details then member types.
- Operation Settings - create & manage operations.
- Labour Settings - labour centre parameters.
- Workflow Settings - create & manage workflows.
- Template Settings - templates.
Quick Quoting Setup:
- Catalogue Settings - brand, categories, colours, finishes & ranges only.
- User Menu | Catalogue - import your catalogue.
- Catalogue Settings - pricing.
- User Menu | Catalogue - set up your services.
In-Depth Quoting Setup:
- Quote Settings - statuses only.
- Catalogue Settings - quote pricing.
- Catalogue Settings - Styles - in this order: 1. Items, 2. Options, 3. Create.
- User Menu | Catalogue - Products - create components and products.
- Quote Settings - presets.
- Integration Settings - integrate with your CAD/CAM supplier/s if applicable.
- Inventory Settings - purchase order statuses.
- User Menu | Inventory - add your stock items.
- Activity Screen Settings - create.
- Agenda Screen Settings - create.
- User Menu | Staff - invite your team to access Jobman!