Glossary of Terms
Accounting Software
This is your external software package, e.g. Xero, MYOB, QBO, which is integrated with Jobman to send and receive invoices, pay bills, pay staff, etc. Read More
Activity Screen
Shows a list of designated staff members, the most recent task each has been working on, and how much time each staff member has logged against all tasks so far today. Read More
Administrator
A staff member whose user license is the same as an Office User, but has all Permissions enabled for their role - including automatic updates as new permissions are added. Read More
Advisor
A user who has read-only access to your Jobman software. You might give an advisor role to a bookkeeper, or a business coach. Read More
Agenda Screen
Shows a to-do list of scheduled tasks assigned to designated staff members, in priority order.
Automatic Sync
The process by which your Accounting Software will update with information from Jobman regarding Contacts, Staff, Invoices, and Timesheets, and vice versa, so that the two software programs will have consistent data.
Award (Payroll)
Defines the minimum pay rate and working hours for selected staff.
CAD/CAM Software
Software used by cabinetmakers to design and quote products, such as Cabinet Vision or CabMaster. Can be integrated with Jobman for faster quoting and importing materials into jobs.
Capacity
Capacity is how much available time you have in your schedule for completing your work.
Catalogue
A complete list of all materials, services and products which your business offers to your customers. Includes raw materials which are used to manufacture products for your customers.
Contact
A company or individual with whom your organisation may do business, e.g. a supplier, contractor, client, customer, etc. See also Contact Person.
Contact Person
An individual person within an overall contact, e.g. if the contact is a company or other organisation. A single contact may contain several different contact persons.
Contact Role
A setting created for contacts to differentiate between contact persons. For example, you might have contact roles for "owner," "lead estimator", "accounts", "salesperson," etc.
Contact Type
A category which your business uses to separate contacts that may generate different lead types, or will have different relationships with your business. Examples: "supplier", "residential", "builder", "contractor", "commercial".
Cost
The amount of money your organisation pays for a material, service, product, labour (or a combination of these contained within a quote).
Estimate
See Quote.
Export
Allows you to transfer data (such as contacts, staff, materials, etc.) from your Jobman software to an external spreadsheet.
Group (Quote Item)
A group is like a product which you build from scratch inside a particular quote. Once you have added the group as a quote item, you can click inside it and add parts, labour, materials, etc., as you would when building a product in your catalogue. Groups are useful when quoting one-off items that you don't usually manufacture.
Import
Allows you to transfer data (such as contacts, staff, materials, etc.) from an external spreadsheet into your Jobman software.
Integration
A connection between Jobman and an external software or other provider, e.g. accounting software, CAD/CAM software, or a supplier such as Hafele International. This connection allows Jobman to exchange data with the other provider and save the user from spending time doing the same tasks across two platforms.
Invoice
A document created in Jobman to request payment from a customer or other contact.
Can also be a bill, which is created in Jobman to reflect a payment that you need to make to an external supplier or service provider.
Item (Job/Lead/Project)
A field sometimes used in Jobman (for example, when creating timesheet entries, triggers, etc.) to denote either a Job, Lead, or Project.
Item (Payroll)
Refers to payment multipliers, e.g. Wages (1x), Overtime (1.5x), Double Time (2x).
Job
A job is a process which you complete for your customer, e.g. building and installing a kitchen.
Job Item
A job item is usually created from a lead item and/or quote item, and is used to break a job into manageable segments, e.g. rooms in a building, if you are a cabinetmaker.
Job Type
A category which your business uses to separate jobs that may have different workflows, processes, materials, etc. Examples: "residential", "builder", "private", "commercial".
Kiosk/Kiosk Mode
A simplified version of Jobman designed to be accessed from a phone or tablet, typically used by factory or workshop staff.
Kiosk User
A staff member whose user license gives them access to Kiosk Mode only. Also called "Factory Users" or "Factory Workers". (Note: Office Users also have access to Kiosk Mode.)
Labour
Labour is a measure of operational time required to complete one or more tasks in a workflow. Labour is used to add costings to quotes and quote items, products, etc., to take into account the money you pay your staff to complete a piece of work.
Labour Centre
Labour centres are a measure of your operational capacity, broken into segments. Each labour centre is linked to an operation, (such as "Sales", "Cutting", or "Install"), and consists of the number of staff (and/or machines) available for that operation, multiplied by the number of available hours each day.
Lead
A lead is generated from a contact, and represents a person or company that will potentially award your business a job, depending on whether they accept your quote. A lead covers all the steps in the sales process before the job is created.
Lead Item
A lead item is one of the things your lead asks you to provide a quote for. This will be dependent on your industry, e.g. if you are a cabinetmaker, lead items will typically be rooms in a building ("kitchen", "bathroom", etc.) and each item will contain one or more products or services (e.g. cabinets, installation). Lead items are used to break down quotes (and later, jobs) into manageable sections.
Lead Type
A category which your business uses to separate leads that may have different workflows, processes, etc. These will often correlate with your job types. Examples: "residential", "builder", "private", "commercial".
Leave Type
Refers to a specific kind of staff leave, e.g. Annual Leave, Personal Leave, Compassionate Leave.
Line Item
A line item is a single entry in a quote or invoice that lists an item, its description (if applicable), and its price. Line items do not have any additional automation applied to them, nor are they comprised of smaller sub-items.
Live Material Syncing
A supplier integration feature which enables you to update your catalogue materials with your supplier's catalogue information.
Material
An item which is used in manufacturing, e.g. wooden boards, hinges, steel sheets.
Member (Lead, Job, Project)
A member is a person on your staff whom you assign to a lead, job, or project to be responsible for the completion of one or more tasks in its workflow. Members will receive notifications and correspondence related to that lead/job/project.
Member Type (Lead, Job, Project)
Member types are used to denote particular responsibilities or roles within a lead, job, or project. Each member type may automatically be assigned specific tasks in the workflow for that lead/job/project. For example, you might have a job member type called "Installer", who is automatically assigned to the "Install" task.
Office User
A staff member whose user license gives them full access to your Jobman Software, depending on which Permissions they have enabled.
One Touch Purchase Ordering
A supplier integration feature which enables you to send a purchase order directly to your supplier from inside your Purchase Orders tab, without needing to email it as a separate step.
Operation
An operation is a specific process or activity that connects a Labour Centre to a given Task.
Overhead
The rate you charge that includes all of your operational costs (e.g. wages, power, facilities, loans, etc.)
Pay Rate
Defines how a staff member is paid. Consists of a Type and an Award.
Payroll
Refers to the process of paying employees, and relates to any features, functions, or settings in Jobman that enable you to pay your staff, e.g. Settings > Staff > Pay Rates.
Permission(s)
One or more settings related to a user's Staff Role that determine the level of access the user has to the software, and which actions they are able to perform.
Preset
A preset is like a checklist which you can create to quickly add selections of products to a quote. For example, if you are a cabinetmaker, you might create a "Kitchen" preset containing a list of all your commonly ordered kitchen cabinets and other related products.
Print / Print to PDF
A button found at the top of your Quotes, Reports, Target Calendar, and other areas of the software. Clicking Print to PDF converts your page into an online PDF file which you can view and share via URL, and/or print as a hard copy.
Product
An item (or combination of materials, services, and labour) which your business manufactures or otherwise offers to customers, e.g. a cabinet or a kitchen.
Profit Margin
Also called "true profit", Profit Margin refers to the percentage of your revenue (sell price) that is profit for your business.
Profit Margin vs Profit Mark-up
Mark up percentage is proportionate to an item's cost, whereas margin percentage is proportionate to your revenue.
For example, if you buy a product for $10 and sell it for $12, that $2 difference gives you a 20% mark-up (2 out of 10), but only a 16.66% profit margin (2 out of 12).
Jobman is set up to use margin percentage, not mark up percentage. You can use an online margin calculator to help you work out your margin percentage based on cost and revenue amounts.
Project
A project is used to manage multiple related leads and/or jobs, or to manage an internal set of tasks.
Public Holiday Group
A collection of public holidays that can be assigned to Staff Members and Labour Centres.
Quote (also called Estimate)
An offer your business makes to a potential customer (lead), listing one or more item(s) and/or service(s) and an estimated price.
Quote Item
Refers to a sub-section contained within a quote section. Often these will be the same as lead items or job items. For example, you may have items for "kitchen", "bathroom", etc. A quote item may consist of one or more presets, line items, groups, products, labour, materials, or services.
Section (Quote)
A heading for one or more Items in your Quote. Useful if you want to arrange your quote items by area, e.g. a quote for a house renovation might have sections for "Kitchen", "Bathroom", "Laundry", etc.
Sections to Work Orders
Refers to a process in Jobman whereby you create a Work Order from each different Section of your Quote.
Service
An item in your catalogue that represents a service which you either buy from an external supplier or contractor, or which your customers buy from you. Examples: delivery, installation.
Staff / Staff Member
A person who a) works in your business/organisation; and b) has access to Jobman, whether under an Administrator, Office, Kiosk or Advisor license.
Not to be confused with Members (Leads, Jobs, Projects).
Staff Profile
A page in Jobman that lists a staff member's personal and employment information, as well as their Staff Type, Roles, Operations, etc.
Staff Role
Defines the level of access a user has to your software, e.g. which Permissions are enabled for them.
Staff Type
Staff Types are assigned to users to define what kind of roles and permissions they have in the software. The Staff Types are: Administrator, Office User, Kiosk User, Advisor.
Supplier
A company from which you purchase materials or services for your business.
Supplier Integration
An optional extra you can purchase for your Jobman subscription, which links your Jobman software with your key suppliers (such as Hafele) to enable features such as One Touch Purchase Ordering and Live Material Syncing.
Please Note: Supported suppliers and features vary by region. Contact help@jobman.com to verify you are able to connect to your chosen supplier before adding this extra to your subscription.
Sync
A process by which your Jobman data is updated to match the data in an external software (such as your accounting platform), or vice versa. Syncing can be Automatic, or activated manually.
Target Calendar
A calendar populated with scheduled Tasks from your Leads, Jobs, and Projects. Tasks will only appear in your Target Calendar once you have set Target Dates for them.
Target Date
Set a Target Date for one or more Tasks in a Workflow to schedule your Lead, Job, or Project and have its Tasks appear in your Target Calendar.
Task
A single piece of work or process that must be completed as part of a Lead/Job/Project Workflow.
Template
A specific format and/or presentation style which is applied to a communication sent internally or externally by your business, e.g. an email, notification, quote, purchase order, etc. The template you use for one of these items will affect what information is contained in the item, and the layout of that information.
Template Variable
A placeholder which is used in your template to populate a communication with relevant data from your software. For example, if an email template contains the template variable {{ staff.name }}, any emails sent with that template will fill that space with the name of whichever Jobman user is sending the email.
Timesheet
A record of the time a user has logged against various tasks in a day/week/month.
Trigger
A reminder you can set up for your staff to complete a task or follow other specific instructions. Triggers can be emails or notifications, and are sent to designated staff when a specific task in a workflow is completed.
Type (Payroll)
Defines the kind of pay a staff member receives, e.g. Hourly Rate or Salary.
User Menu Panel
The menu to the left of your Jobman screen from which you can access all your tabs, e.g. Jobs tab, Purchase Orders tab, Settings tab, etc. Note: some users cannot access all tabs if they don't have the necessary Permissions enabled.
Wastage
The rate you charge that covers any wasted materials, such as offcuts or damaged parts.
Workflow
A way of managing repeatable tasks that occur in a set order to meet a required outcome. You will have different workflows for leads, jobs, and projects. Tasks in a workflow are grouped into steps and linked to different operations and statuses.
Work Order
A sub-job within a parent job. You might use a work order to repair a damaged part, or to create a product separately if the materials haven't arrived for it yet, or to divide one big job into several smaller jobs.