Getting Started

Welcome to Jobman!

Now you've signed up and started your trial, we will now go over the basic setup for getting you up and running in your Jobman Software. Firstly, you'll be taken to your dashboard, see our example below to note some of the key points in your Jobman.

Migration Clients: please follow the steps & information provided to you by our migration team.

Time to get your first win! Take a moment to personalise your Jobman and make sure your settings are correct. Access your Settings from the user menu panel and click into General. Add your company information & logo then continue below.

Please note: when uploading your logo, make sure this is less than 500kb.

Struggling to see an image, try clicking to zoom or right click to open in a new tab!

Connecting your Cloud File Storage

Upload your files to Jobman to allow staff to access these either in the office, factory or even out on the road! Let's go through how to connect your cloud file storage. Note: it is important you connect with your cloud file storage before your accounting software so all of your lead & job files are created.

Not Applicable? If you're not integrating with your cloud storage provider, please continue to the next step.

Step Two: How to Connect your Cloud File Storage

From the user menu panel, open your Settings tab and click into 'Cloud File Storage'.
Check the Driver and Base Directory (File Name) are correct, click 'Update' to change the details.
Now you're ready to connect! Click the 'Connect to' button.
You will now be redirected to login to your cloud storage, enter your details & login.

Once you've completed the above steps, you will be redirected back to your Jobman, save your settings & you will now see a ✓ next to 'Connected'.

For more information on Cloud File Storage setup click here.

Connect your Accounting Software

If you've selected to integrate with your accounting software, our first step is to set this up as this will import all of your contacts, suppliers and staff and allow you to sync invoices and bills.

Recommendation: please ensure you have audited your accounting software to clear any possible duplicates so you don't end up syncing these through to your Jobman.

Not Applicable? If you're not syncing your accounting software, please continue to the next step.

Step One: How to Connect your Accounting Software

From the user menu panel, open your Settings tab and click into 'Accounting'.
Then click into 'Integration'.
Check the Driver and Settings are correct, click 'Update' to change any of the details.
Now you're ready to connect! Click the 'Connect to Xero/MYOB' button.
You will now be redirected to login to your accounting software, enter your details & login.
Follow the prompts provided by your accounting provider to finalise your connection.

Once you've completed the above steps, you will be redirected back to your Jobman, save your settings & you will now see a ✓ next to 'Connected'. The migration of data will run in the background while you continue your setup below!

Recommendation: we recommend having your automatic sync options ticked as shown below, this will allow your data to seamlessly sync rather than having to manually sync these.

For more information on connecting your Accounting Software click here.

Manually Add Staff & Contacts

If you've chosen not to integrate with any accounting software, you will need to manually add in your staff, contacts and suppliers. Depending on the amount of contacts and staff you have you can either:

Once you've imported your staff, click into the Staff tab from your user menu panel where you can add further details to the staff member if required. It would also be a good time for you to look at setting up Staff Roles if you intend on inviting staff to use Jobman.

Syncing New Data - Contacts & Staff

Clicking into 'Contacts' or 'Staff' on the user menu panel, you'll notice that your accounting software data has synchronised across. You can force your data to sync at anytime by clicking the 'Sync' button.

Example: Contacts - this process applies to the Staff tab as well.

Contacts Tip: from here you can create a lead, quote or job and also send emails by using the 'Create' button inside the contact file.

Congratulations!

You've set up the basic parts of your Jobman software. We understand not all business needs are the same, so if this is enough information for you to get started, go ahead!

Now you've got your contacts in you can start creating leads, quotes and jobs. See more on how these work by reading through the below help articles:

Leads	Quotes	Jobs
What is a Lead?	Create a Quote	Create a Job
Create a Lead	Create Quote Presets	Job Settings
Manage a Lead	Add Products to Quotes	Job Workflows
Item Specs for Leads	Apply Styles to Quotes	Job Work Orders
Managing leads is easy, just click on the resources tab and you will find here, access to files, items, tasks, invoices, jobs and quotes.	View and manage your quotes from the user menu panel, sort and filter as required.	Here you can add files, items, labour, materials, products, services, and tasks all in one place.

Use our helpful tool tips located throughout the app or try read through our help documentation if you get stuck. If this doesn't work, lodge a support request and we'll aim to get back to you within 48 hours.

Want More?

We've got you. Jobman is an end-to-end ERP software solution for your business so we want to give you all the necessary tools to set up your software and get the most out of it. Whilst Jobman comes with a lot of preset data, depending on which type of organisation you registered with, it is worthwhile taking the time to set this up to suit your business & processes. View our Settings Guide here.

Operations

Operations are your internal processes that you want to track and map time against. Operations can be set up with costs, overheads and profit margins and are allocated against staff for them to log their time, this is also crucial for your Target Calendar and Agenda Screens to work.

To learn about setting up and maintaining operations see: Create and Maintain Operations

Important - in order for your Jobman to work you must set Target Dates to your operations.

Workflows

Now you've set up your operations, it's time to review/update or add your workflows. A workflow is a business process, which you may have a lot of. For example: sales process, quoting process, assembly process, machining process, install process and much more. If you set these up with the required tasks, you can allocate these to your staff members and track what stage all of your leads, quotes and jobs are at.

To learn about creating and editing workflows to better automate your business, click here:

Edit or Create a Workflow

Next Steps?

Once you've gone through and set up your Jobman to suit your business, some next step documents you may want to check out are:

General User Navigation - this is great for new users to learn how to navigate Jobman.
User Customisation of Columns - get an understanding on how to customise your Jobman.
Get Started with Kiosk Mode - for businesses with factory users, check this out!
Release Notes - keep up to date with our new feature releases and bugfixes.
Tips & Tricks - read through some helpful tips to get you hitting goals quicker.
FAQs - read through some of our frequently asked questions.

Internal Tasks/General Operations

For tasks and operations that are not linked to a specific job or lead (eg: General Admin, Meetings, Cleaning Duties, Unpacking Truck etc) you can create an internal generic Job. Allocating all staff to this agenda screen will allow them to log time against general duties to give you a more accurate payroll report.

Resources

Help Documentation - all of our help articles and how to's.

Jobman Setup Flow Guide - for those who want to use Jobman to it's full potential.

Training - help articles not quite covering it? Want some 1:1 training?

Online Workshop Videos - recordings of our workshop webinars, great for learning!

Jobman YouTube - subscribe to keep up to date with our latest webinars and 'How To' videos.