FAQs
Here you can find some answers to our FAQ's. If this doesn't help, try searching our help documentation. If you can't find what you're looking for or think you've encountered a bug please click the 'contact' button to send a support ticket.
Please note: Performance issues, bugs & outages take priority. For usability queries please utilise one of the below options. Alternatively, we will endeavour to get back to you in 3-5 business days.
Q: Do I get the full software with the free trial & when will I get charged?
A: Yes! You have full access to the software & you will not be charged until your free trial ends where you will then be charged monthly for your subscription.
Q: I want to change my package type, how is this charged?
A: Subscription updates are effective as of the date of notification. If you are part way through the month and remove office or kiosk users etc this will automatically calculate your time not used & allocate a credit to your next invoice. If you are adding on extras, you will be charged immediately and your billing cycle will be updated.
Q: What is a lead?
A: A lead is a potential opportunity, enter your lead details & specs, you can then create quotes in their lead file and for any quote that is accepted, easily turn this into a job. Learn more here.
Q: What is a workflow?
A: Create standard workflow processes for your business & set target dates so your staff know what they're working on and when they're required by. Create multiple workflows for sales teams, factory workers etc so nothing ever gets missed.
Q: Why isn't my target calendar showing my jobs and tasks?
A: It is vital that you set target/start dates in your lead or job for your target calendar to generate your data.
Q: Can I restrict certain staff from viewing/updating different parts of the software?
A: Yes, define each users role under your Staff Settings > Roles. Create or update role permissions and ensure the correct role type is applied to each staff member. Kiosk mode users have limited separated access.
Q: What is the difference between a status, an operation and a task.
A: A status is the current state of your lead, quote, invoice, job, purchase order etc. When these are updated (manually or automatically) this will automatically trigger the next step of the process. For example: Quote Sent becomes Quote Accepted.
An operation is for reporting purposes. This is the link between tasks, labour centres, capacity and quoted operation. Operations can have multiple tasks linked to them, however for the purposes of reporting Jobman will accumulate the information. For example: installation is the operation, on a quote you can add installation and your labour centre and capacity will read installation. However, you may have 3 tasks linked to installation such as 'Installation Site Check', 'Install' and 'Installation Checklist'. Each of these tasks need to be completed to finish the workflow however when your team measure time against any of these tasks they reference only 1 operation (Installation). This is what your report will check for estimated vs actual.
A task is 'thing to do' as part of an operation. It can either be the only task in the operation (for example: assemble) or multiple as above.
Q: My progress bar inside my dashboard is red but I don't have any overdue tasks?
A: Not only does Jobman highlight jobs or leads with overdue tasks (only if you've set the target dates!) but it also highlights when a task within a lead or job has gone over it's estimated time. Tasks Explained.
Q: Why won't my files upload to Jobman?
A: Check that you have integrated with your cloud file service provider & that this is connected (Settings > Cloud File Storage).
A: Check you have the required storage space & have not reached the space limit with your cloud filer service provider.
Q: I'm having trouble with my Xero Integration?
A: Check out some of our troubleshooting solutions at the bottom of our Accounting Integration doc.
Q: I want to cancel my subscription?
A: Please see our help document on cancelling your subscription. All cancellations must be received prior to the subscription being charged, if this is after the invoice date, you will have access to your software until the end of the month.
Q: Will I get a refund for time not used?
A: No, like any subscription service, your subscription will cancel at the end of your billing cycle - you will have access to your site and it's data up until this date. Refunds are not provided for part month use.
Q: I am apart of several organisations that run Jobman, can I access these at the same time?
A: Yes, as an office user, you can open a new browser window and login as normal. For Kiosk mode, this is designed so only one organisation open per browser. If you open two separate browsers, ie: Google Chrome and Edge, you can access multiple organisations in Kiosk mode.
Q: How do I remove capacity on public holidays or close down periods?
A: Setup your Public Holiday Group based on your location, if you're closing for days not in the calendar, you can click 'Add New Holiday' and set the date here. This will stop any jobs or leads from being scheduled on these dates.