Search results for lead type

92 articles found

• Lead Settings - Lead Types, Statuses, Details, and Members

  Use lead settings to customise your Jobman software to suit your business. Access these options by navigating to Settings > Leads. In this article: Lead Types Lead Statuses Lead Details (external

• How to Create a Lead

  Once you've read What is a Lead?, follow these steps to create a lead. From the User Menu Panel, navigate to Leads and click Create. Enter the contact, contact person, and lead type. You can use the

• What is a Lead?

  A lead refers to the sales process during which you communicate with a contact, create and send quotes to them, and ideally win a job. In Jobman, a lead is generated from a contact, and will contain

• Lead Settings: Details

  When setting up leads in Jobman, you can add required or optional questions as part of your lead creation process, to ensure that your sales staff are collecting all the necessary information about

• Create Lead Item Types and Specifications

  Set up item types and item specifications to fill out your pre-designed specs lists with a client, so that you have all the required information for their quote or job in one place. Once your item

• How to Manage and Edit a Lead

  In this article: Overview of Leads Tab Lead Dashboard Lead Info Lead Tasks Lead Resources Lead Emails Overview of Leads Tab From the User Menu Panel on the left, click on Leads to view a list of all

• 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

• How to Copy a Quote

  Once you've created a quote, you can make a copy of it and send to either the same Lead or a different Lead. This is useful when you have a standard product that you quote for consistently, or when

• How to Create a Job

  In this article: Creating a Job from a Lead with an Accepted Quote Creating a Job from the Jobs Tab Creating a Job from a Lead with an Accepted Quote Once a lead has accepted a quote, it will update

• How to Create Agenda Screens and Priority Levels

  An agenda screen is a to-do list for one or more staff in your organisation. Each agenda screen is typically created for a specific department, area, or team within the organisation, and contains a

• Triggers

  Triggers can be created and assigned to tasks in your workflows. When the task is completed, relevant staff and contacts will receive either an email or an internal notification with a set message or

• How to Create a Workflow

  Create workflows suited to your business and its processes. A workflow is a way of managing repeatable tasks that occur in a set order to meet a required outcome. Group your tasks and set target

• Invoices Types and Statuses

  Create invoice types (e.g. "Full Invoice", "Deposit Invoice", "Bill") to differentiate your invoices according to the needs of your business. Create invoice statuses to track the progress of your

• Lead Numbers Explained

  When you Create a Lead in Jobman, it will automatically be assigned a unique number, which you can use to search for it in your software. Lead numbers are generated according to this formula:

• Catalogue Settings: Categories, Pricing, Etc.

  Go to Settings > Catalogue to configure your preferred catalogue settings prior to adding or importing catalogue items. In this article: Catalogue Settings Categories How to Apply Categories to

• Managing Lead & Job Workflows

  Once you have set up your workflows and created a lead or job, you can manage your workflows by following the below steps. To view or change your workflow, go to Leads or Jobs, click into a specific

• How to Create an Invoice from a Lead, Quote, or Job

  In this article: Creating an Invoice from a Lead Creating an Invoice from a Quote Creating an Invoice from a Job Creating an Invoice from a Lead Create an invoice from a lead with an accepted quote

• 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

• Reports

  Generate, customise, export and print all the reports required for your business by accessing the Reports tab from your User Menu Panel as shown below. Click into a report to define your filters,

• Members and Member Types: Leads, Jobs and Projects

  Members are added to a lead/job/project to allocate certain staff to be responsible for that lead/job/project and complete all the tasks in its workflow. Members will receive notifications and

• Release Notes

  v2.5.13 & v2.5.14 - 16th December 2024 Issues & Bug Fixes Fixed an issue preventing updating Hafele integration settings Fixed issue where certain timesheet entries would prevent activity screens

• Contact Types and Roles

  Use contact types to quickly and easily categorise your contacts for future reference. Set the parameters for contact types by adding payment terms and staff access levels. Add contact roles to

• Staff Types

  What are staff types? 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, and

• How to Create a Quote

  Simplify your quoting process by first setting up your Quote Presets. You can create a quote from a new or existing lead, or from your Quotes tab. In this article: Create a Quote from the Leads Tab

• Project Settings - Details, Statuses, Members & Types

  Use project settings to customise your Jobman software to suit your business. Access these options by navigating to Settings > Projects. In this article: Project Types Project Statuses Project

• How to Create a Project

  Manage long-term or large-scale jobs with different deadlines and stages as one project, rather than creating and managing several jobs. Jobman allows you to assign multiple leads or jobs (including

• Release Notes (2022)

  v2.3.9 - 22nd December 2022 Fixed an issue viewing newly created preset items v2.3.8 - 22nd December 2022 Fixed an issue with item specifications not loading properly with repeating groups Removed

• How to Change Due Dates for Invoices & Bills

  Once you have set up your payment terms, your invoices and bills will automatically set to your default due date when they are created. However, you may need to change the due date on an individual

• Adding More Than One Contact to a Lead/Job

  A lead or job will always originate from a single contact. However, once created, you can add contacts to an existing lead/job - such as installers, builders, or other service providers. Note: this

• Job Settings - Job Types, Statuses, Details, and Members

  Use job settings to customise your Jobman software to suit your business. Access these options by navigating to Settings > Jobs. In this article: Job Types Job Statuses Job Details Job Member Types

• General User Navigation

  Congratulations on joining the Jobman Community! Now you've checked out the Jobman Set-Up Flow Guide and Getting Started, it's time to go over some basic user navigation. In this article: Accessing

• Release Notes (2023)

  v2.3.63 - 19th December 2023 Various performance improvements and bug fixes v2.3.61 & v2.3.62 - 14th December 2023 Various performance improvements to Quotes, Quote Presets, and Purchase Orders You

• Kiosk Mode Functions

  Now you've set up Kiosk mode, let's cover its functions: what they do, and how to use them. Please note: You will only have access to the functions that your staff role has enabled. To learn more,

• Creating and Managing Operations

  In this article: Create Operations Operation Colours Marking Operations as "Critical" Labour Centres Leave Type Operation Costs What are Operations? Operations serve as the connection between labour

• Getting Started

  In this article: Welcome to Jobman! Connect Your Cloud File Storage Connect Your Accounting Software Manually Add Staff and Contacts More on Leads, Quotes and Jobs Operations Workflows Next Steps

• Variations

  Variations allow for you to make additional quotes once a job has been started and link these quotes to the job to create up to date job values, operational times, material handling and visibility.

• Online Workshops Library

  Welcome to our online workshop video library. All e-learning videos will be added to our YouTube, so make sure to subscribe! 2024 Lunch & Learn Webinar Series #1 Understanding Jobman Online Lunch &

• How to Revise a Quote

  When a quote has been accepted, but you or the client wants to make revisions, you can do so by following these steps: Click into the quote you want to revise. Note: The quote status must either be

• Tips & Tricks

  Have a read through our tips & tricks to help you become a Jobman Champion! See our General User Navigation Tips & Tricks for ease of usability in your Jobman Software. Help Documentation & Videos

• 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

• How to Use Cloud File Storage - File Folder Structure

  Once you have connected Jobman to your cloud file storage provider, you can create folders for your files, to save time searching through multiple documents within a folder. This can be actioned

• Applying Styles or Range Options to Products in Quotes

  Once you have created your styles and range options, you can apply them to items and products to customise your quotes. In this article: Updating Styles in a Quote Updating Styles in a Product

• How to Add and Manage Contacts

  Keep all of your suppliers' and clients' contact information stored in Jobman. Contacts can be imported from your accounting software, imported from a CSV file, or added manually. In this article:

• How to Send a Quote

  Once you've Created a Quote, it's time to send it to your customer. To do this, follow these steps: From the User Menu Panel on the left, navigate to Quotes to click into the quote you want to send.

• Manage Your Target Calendar

  Now you've got leads and jobs up and running with assigned workflows, and set your target dates, you can view your target calendar, which will automatically populate with tasks from your leads, jobs,

• Reporting Bugs and Serious Issues

  If you are experiencing a bug or serious issue, you can help us identify and resolve the issue faster by following the process outlined in this article. When you submit a support ticket, our team

• Account Settings for Invoicing

  Account Settings allows you to link and manage your accounting software, create and manage invoice types, statuses, payment terms and tax types. In this article: Accessing Account Settings What Do

• How to Create and Sync Invoices

  Once you have connected Jobman to your accounting software, you can create invoices from quotes, jobs, and projects, and sync them to your accounting software. Submit an invoice from Jobman to your

• How to Use Filter Presets in Your Target Calendar

  Jobman's target calendar contains a lot of information which can have one or more filters applied to it at one time, e.g. Lead/Job/Project, Status, Type, Members, Task Operations, etc. When you click

• How to Create Styles and Range Options to Apply to a Quote

  Easily apply your styles and ranges to a whole quote or to individual sections. Create your products and update your styles to suit individual clients or customer needs. Create ranges based on