Jobman Set-Up Flow Guide

Below is a basic guide on the flow for setting up your Jobman. We understand not all businesses are the same, some may require little-to-no setup, where as others may require a more in-depth understanding.

1. General Settings - add your business details, settings & logo.
2. Accounting Settings - integrate with your accounting software if applicable.
3. Cloud File Storage - integrate with your cloud storage provider if applicable.
4. Staff Setup - roles, permission & types then import/add your staff members.
5. Contact Settings - sources, roles & types then import/add your contacts (suppliers & customers).
6. Item Settings - build your item specs.
7. Accounting Settings - if you have not integrated with your accounting software.
8. Lead Settings - types, statuses, details then member types.
9. Job Settings - types, statuses, details then member types.
10. Operation Settings - create & manage operations.
11. Labour Settings - labour centre parameters.
12. Workflow Settings - create & manage workflows.
13. Template Settings - templates.

14. 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.

15. 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.

16. Integration Settings - integrate with your CAD/CAM supplier/s if applicable.
17. Inventory Settings - purchase order statuses.
18. User Menu | Inventory - add your stock items.
19. Activity Screen Settings - create.
20. Agenda Screen Settings - create.
21. User Menu | Staff - invite your team to access Jobman!