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February 21, 2025
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Back to: Complete Jobman Set-Up Guide for Administrators

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Cabinet Vision

Lesson 2 within section CAD/CAM Integration.

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Microvellum

Lesson 5 within section CAD/CAM Integration.

Course Syllabus

General Navigation and Usability
- General Navigation
- User Control and User Settings
- User Licenses and Staff Types
- Staff Roles and Permissions
Getting Started
- Connect to Your Cloud File Storage
- Connect to Your Accounting Software
- Setting Up Your Staff
- Setting Up and Managing Staff Login Details
CRM Management
- How to Add Contacts
- How to Manage Contacts
- Contact Types, Roles, and Sources
- Contact Emails and Resources
Lead Management
- What is a Lead?
- How to Create a Lead Workflow
- How to Create a Sales Labour Centre
- How to Create an Agenda Screen for Your Sales Team
- Lead Settings: Types and Statuses
- Lead Settings: Details
- Lead Settings: Members and Member Types
- Create Lead Item Types and Specifications
- Automated Triggers in Lead Workflows
- How to Create a Lead
- How to Manage and Edit a Lead
Job Management
- How to Create a Job Workflow
- Automated Triggers in Job Workflows
- Job Settings: Types, Statuses, Details, and Members
- How to Create Labour Centres for Your Jobs
- How to Create Agenda Screens for Your Jobs and Staff
- Understanding Your Capacity
- How to Create a Job
- How to Manage and Edit a Job
- How to Create a Work Order from a Job
- How to Use Your Target Calendar
Kiosk
- How to Set Up Kiosk Staff Working Hours
- Overview of Kiosk Mode Functions
- How to Create Agenda Screens for Your Kiosk Staff
- Staff Member Types and Automated Task Allocation
- How to Create Activity Screens for Your Staff
Quoting
- The Four Levels of a Jobman Quote
- How to Build Products
- How to Create Styles and Range Options
- How to Build Quote Presets
- Quote Templates
- Quote Statuses
- How to Create and Send a Quote
- How to Refresh Quote Pricing
- How to Copy and Revise Quotes
- How to Create, Send, and Sync Invoices
Catalogue Management and Inventory
- Catalogue Settings
- Setting Prices and Measurements for Catalogue Materials
- How to Create and Import Catalogue Materials
- How to Create Catalogue Services
- How to Add and Manage Inventory Items (Stock)
- Price Matrices
Purchase Ordering and Inventory Picking
- How to Create Purchase Order Statuses
- Managing Job Resource Materials
- How to Create and Send Purchase Orders
- How to Manage, Edit, and Receive Purchase Orders
- Picking List and Inventory
- How to Set Up Minimum Stock Quantities for Purchase Ordering
- Supplier Integration – Hafele
- Supplier Integration – Wilson & Bradley
Reporting
- Reports in Jobman
- Quote Summary Report
Job Alerts and Forms
- How to Create and Use Job Alerts
- How to Create and Use Job Forms
Payroll Set-Up and Time & Attendance
- How to Set Up Staff Pay Rates
- How to Log Staff Time and Attendance
- How to Log Staff Leave, Public Holidays, and Temporary Business Shutdowns
CAD/CAM Integration
- How to Connect Your CAD/CAM Software
- Cabinet Vision
- Mozaik
- Microvellum
- Winner Flex

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