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117 articles found

• 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 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 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 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 Create and Update Staff Members

  In this article: Creating a New Staff Member Updating a Staff Member Restricting Staff to Selected Operations Creating a New Staff Member Adding staff members can be done in one of three ways:

• 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

• 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

• How to Create and Use Deliverable Checkpoints

  Use deliverable checkpoints to track the status of your products and appliances from your workshop or warehouse to your job site! Examples: "Quality Control Checked", "Loaded on Truck", "Delivered to

• 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

• How to Create a Work Order from a Job

  A work order is like a job-within-a-job. You may use workorders to break large or complex jobs into smaller, more manageable segments, or you may create a workorder for an unexpected process that

• Troubleshooting Email Deliverability Issues

  If an email sent via Jobman has not been successful you will see this in the outbox under your contact as well as receive a notification to the user who sent the email. See below error messages and

• How to Switch Accounting Platforms in Jobman

  This article is intended for Jobman administrators who have set up an accounting integration with Jobman, and are now wanting to switch to another accounting platform - for example, from MYOB to

• How to Manage and Edit a Job

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

• How to Create an Activity Screen

  Create activity screens to see an overview of your staff members' daily activity as they log time against tasks. You can create multiple activity screens and customise them for different teams or

• Creating Quote Presets with Products

  Once you have created a 'core range' of products, you can create quote presets to quickly add selections of products to your quotes. A preset is like a checklist of potential products you can add,

• Job Cost Report

  Compare estimated job values to actual job costs using the Job Cost Report. This report breaks down your jobs by profit, labour, materials and more. You can choose to hide individual work orders so

• How to Add and Manage Inventory Items (Stock)

  Eliminate the guesswork and countless hours spent on stocktake with Jobman's inventory feature. Track your stock quantities and values in real time as materials come in and out of your warehouses