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120 articles found

• How to Connect your Cloud File Storage

  Jobman is a cloud-based software platform, meaning you can back up, view, and upload all of your important files & attach them to leads, jobs, and projects by connecting with your cloud file storage

• 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

• Accounting Settings for Invoicing (GENERAL)

  IMPORTANT: This article is intended for users who have not connected Jobman to Xero, MYOB, or QBO. If you are intending to connect Jobman to one of these three platforms, please see the relevant

• 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,

• 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

• 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

• 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

• 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

• 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

• 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

• 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.

• Managing Purchase Orders

  In this article: What is a Purchase Order? Get Started: Configuring Your Purchase Order Settings Understanding Your Purchase Orders Tab What are Pending Items? Creating a Purchase Order from a Job

• 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

• Create PDF Headers and Footers for Jobman Templates

  Easily create and apply PDF headers and footers to your templates for Jobman quotes, forms, invoices, and more! In this article: Creating Header and Footer Templates Applying Headers and Footers to

• 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

• CAD/CAM Integration - Mozaik

  This article is for information specific to Jobman's integration with Mozaik. It covers how to set up SKUs for hardware items and panel products in Mozaik. For more general information on getting

• 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

• SharePoint FAQ

  This article is for those considering Microsoft SharePoint as their cloud storage provider. Read more about Jobman's cloud file storage integration Q. Does Jobman support Microsoft SharePoint as a

• 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

• How to Adjust Discount and Profit Margin in a Quote

  Easily adjust profit margin and discount levels at each level of your quoting, to ensure visibility and profitability in your business. In this article: Discount and Profit Margin - What's the

• 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

• Populating Deliverables with Cabinet Vision and JMSync

  Use JMSync and Cabinet Vision to quickly populate your Deliverables list in Jobman for seamless data entry and real-time tracking of your products and appliances! Please Note: CAD/CAM integration is

• 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

• 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

• 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

• Managing Job Resource Materials

  In this article: What are Job Resource Materials? How to Add Materials to a Job Sourcing Job Materials Purchase Ordering Picking Lists and Inventory Troubleshooting Related Articles What are Job

• 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