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107 articles found

• Using Kiosk Mode - Factory Floor Manager

  In this article: Job Alerts Tab Target Calendar Tab Job Alerts Tab From the Kiosk Dashboard, press Job Alerts to go to the Job Alerts Tab: The Job Alerts Tab looks like this: Use the Search bar to

• Error Reporting

  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

• Office Users How-To: Getting Started

  In this article: My Device and Jobman Logging In (Receiving Your Invite) Jobman Identity vs Jobman App Staff Roles and Permissions My Jobman General Navigation Notifications Your Timesheet and

• 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

• Tips & Tricks

  Here are some tips and tricks to help you make the most of your Jobman software! Useful Links General User Navigation Help Documentation Knowledge Series Videos Jobman Webinars Having trouble viewing

• How to Create Quote Statuses

  Quote statuses indicate the current stage a quote has reached in your process. You can create and define quote statuses to suit the needs of your business, and to assist with reporting. In this

• About Jobman's Email Client

  Jobman software offers a built-in email client, so that you can send emails and attachments and respond to your customers directly from your Jobman app! All staff with the appropriate roles and

• Accounting Settings for Invoicing (Xero)

  Accounting Settings allows you to link and manage your accounting software, create and manage invoice types, statuses, payment terms and tax types. We recommend configuring your accounting settings

• Accounting Settings for Invoicing (MYOB)

  Accounting Settings allows you to link and manage your accounting software, create and manage invoice types, statuses, payment terms and tax types. We recommend configuring your accounting settings

• Switching to QuickBooks Online (for existing organisations only)

  This help article is intended for Jobman organisations that were created before 27th May 2024 or have previously been connected to a different accounting platform. If this does not apply to you,

• How to Apply a Discount to a Contact

  Provide consistency in your dealings with certain customers by applying a discount to a contact, which will automatically apply to all quotes sent to that contact. In this article: Adding a Discount

• Connecting to QuickBooks Online

  The QuickBooks Online (QBO) integration is currently available for organisations in Australia, New Zealand, United States and Canada. Can't see your country? Let us know which country you want us to

• Using Kiosk Mode - Storeperson

  Inventory Tab From the Kiosk Dashboard, press Inventory to go to the Inventory Tab: The Inventory Tab looks like this: Use the Search bar to look for a specific inventory item. Use the Supplier,

• How to Create & Edit Templates

  Templates in Jobman are created using a templating language called Liquid. It allows you to insert variables, control structures and loops to control how your templates appear when they are rendered.

• How to Set Up Staff Pay Rates for Payroll Report (GENERAL)

  Set up staff pay rates so that you can run the Payroll Report. IMPORTANT: This article is intended for customers who are not using Xero or MYOB. If you are using either of these platforms, please see

• How to Set Up Staff Pay Rates for Payroll Reports and Timesheet Syncing (Xero)

  Set up staff pay rates so that you can run the Payroll Report and sync your staff timesheets with Xero. In this article: Step 1: Set Up Pay Items Step 2: Set Up Awards Optional Step: Set Up Types

• How to Set Up Staff Pay Rates for Payroll Reports and Timesheet Syncing (MYOB)

  Set up staff pay rates so that you can run the Payroll Report. In this article: Step 1: Set Up Pay Items Step 2: Set Up Awards Optional Step: Set Up Types Step 3: Set Up Pay Rates Run Payroll Report

• Staff Time and Attendance - Timesheets

  There are multiple ways for staff to enter their time & attendance. Time can be recorded against projects, leads, or jobs. Simply invite your team to log in (Office Users only), once they're set up,

• Job Alerts

  Job alerts allow your team to communicate when things go wrong or when an important process needs to be followed. When a job alert is created, all assigned staff members will receive a notification

• Creating Internal Jobs for Staff Leave and Daily Operations

  Increase the accuracy of your reporting by creating internal jobs for staff leave, and for your staff members to log time against generic tasks such as cleaning or administration. In this article:

• Create, Edit and Use Forms

  Forms are digital paperwork that might be a part of your job process. For example, a Site Specific Risk Assessment is a type of form that your workers must fill in for certain jobs. Another example

• FAQ - Accounting Integrations and Common Issues: Sync Errors, Etc.

  See below for a list of issues that may arise from your accounting software integration, and how to troubleshoot them. Jobman is not an accounting software, nor is it intended to replace your current

• Payment Terms

  Set payment terms to define when payments are due on bills and invoices sent and received by your organisation. In this article: List of Payment Terms Setting Default Payment Terms for Your

• How to Create Product Components

  Create product components to easily build and modify your products. In this article: What Are Product Components? How to Create Product Components Understanding Product Part (Component) Dimensions

• How to Create and Edit Invoice Templates

  You can create and customise invoice templates, synced to your accounting software to keep track of your customer and bill type invoices. Take control of your invoices' structure, variables, and

• How to Import and Export Your Catalogue Products

  Use our CSV file template to easily import and export your catalogue products. Using the CSV template will ensure your products are imported in the correct format. Please Note: If you want to

• How to Create Catalogue Products

  Once your materials and services are set up in your catalogue, you can create products, which are combinations of parts and labour that allow you to quote more quickly and accurately. In this

• Progress Charts

  Progress charts are available for both leads and jobs. Use progress charts to: Gain a quick overview of where all your leads/jobs are up to in the process Track unscheduled jobs Identify tasks which

• How to Create a Discount on a Quote

  This article is for applying a discount to a single quote as a percentage or a line item. To apply a discount to a contact or contact type, read here. In this article: Applying a Discount Percentage

• How to Import Staff Members using a CSV.file

  Adding staff members can be done in one of three ways: Importing from a spreadsheet, as described below, Syncing with your accounting software, Adding them manually. Please note: You are able to

• How to Connect to Your Accounting Software

  Why should I integrate with my accounting software? Save time and eliminate duplication by enabling automatic syncing of Contacts, Staff, Invoices, and Timesheets from Jobman to your accounting

• Using Kiosk Mode - General

  In this article: Kiosk Mode Link Clocking On and Off Dashboard Using Your Agenda Screen Jobs Tab Tasks Tab Purchase Order Tab Kiosk Mode Link When your employer has set you up as a Kiosk User in

• Manually Adding Materials to a Job

  To add materials to your job, click into the job, then go to Resources > Materials > Create. You can click on items from your catalogue on the top right (shown below), or add new catalogue items by

• FAQ: Tasks

  Q. Why can't I start a task? Depending on how your workflow is set up, it may be that you cannot start your task because a previous task needs to be completed. To update your workflow settings, go to

• Displaying Agenda Screens

  Once you've created your agenda screens, you can display them in your warehouses, offices or factories for all your staff to see. To display an agenda screen, follow these steps: From the User Menu

• Removing Product Labour from Quotes

  For some businesses that offer multiple services, you can easily remove product labour from either the whole quote or individual items. Example: Some businesses may offer supply & install and supply

• Import a List of Contacts from a Spreadsheet

  Using a CSV.file spreadsheet, you can easily import your contact list. You will need to prepare your csv in the correct format. To help with this, we have a sample CSV available for download. In this

• Getting Started with Kiosk Mode

  Kiosk Mode is an easy-to-use interface designed for factory, workshop, and install staff to access with a PIN code, to view tasks and due dates, and log time against leads, jobs, and projects. In

• Creating and Editing Quote Templates

  Set up different quote templates for different customer types. Once your templates are set up, you can easily and quickly change the appearance and content of your quote before sending, while still

• Using and Displaying Activity Screens

  Once you've created your activity screens, you can display them in your warehouses, offices or factories. Using and Understanding an Activity Screen View the activity screens that you are a member of

• Wilson & Bradley - Supplier Integration

  Easily integrate with Wilson & Bradley by connecting them to your Jobman organisation for faster and more accurate purchase ordering. Please note: Supplier integrations are an optional extra and must

• Catalogue Item Statuses and Substitutes

  Use catalogue item statuses to define whether your catalogue materials/services are available or not available to order. Use catalogue item substitutes to assist your staff in choosing an appropriate

• How to Manually Add Materials to Your Catalogue

  There are multiple ways to add materials to your Catalogue. You can import materials from a spreadsheet, or sync materials from your purchase order history (selected suppliers only), or you can add

• How to Manage, Edit and Receive Purchase Orders

  After creating and sending a purchase order, you can edit, receive, and invoice it using the guidelines in this document. In this article: Understanding Your Purchase Orders Tab Editing a Purchase

• How to Create a Purchase Order

  Create and send purchase orders (POs) to obtain materials needed for your jobs, or to fill out your inventory with standard materials needing to be kept on hand. In this article: Creating a Purchase

• How to Create and Update Staff Members

  In this article: Creating a New Staff Member Updating a Staff Member Defining Staff Operations Creating a New Staff Member Adding staff members can be done in one of three ways: Importing from a

• How to Access Your Quote Summary and Quote Summary Report

  When you have created a quote, you can view the Quote Summary to obtain an overview of the operations, materials and services contained in your quote, and a detailed breakdown of costs, overheads,

• How to Customise Your Column Displays in Jobman

  One of Jobman's most powerful features is its column customisation options, which allow individual office users to adjust their software displays to suit their needs. In this article: Accessing

• Two-Factor Authentication

  In this article: What is Two-Factor Authentication? Making Two-Factor Authentication Compulsory for Your Organisation How to Set Up Two-Factor Authentication (Mobile/Tablet) How to Set Up Two-Factor