Complete Jobman Set-Up Guide for Administrators

  • By Jobman Admin
Breadcrumb Abstract Shape
Breadcrumb Abstract Shape
Breadcrumb Abstract Shape

A complete guide to setting up and using Jobman – for administrators and business owners.

Course Information

Course Instructor

Jobman Admin Jobman Admin Author

Free

FREE
Enroll Now

General Navigation and Usability

General Navigation
Lesson 1 of 4 within section General Navigation and Usability.
0
User Control and User Settings
Lesson 2 of 4 within section General Navigation and Usability.
0
User Licenses and Staff Types
Lesson 3 of 4 within section General Navigation and Usability.
0
Staff Roles and Permissions
Lesson 4 of 4 within section General Navigation and Usability.
0

Getting Started

Connect to Your Cloud File Storage
Lesson 1 of 4 within section Getting Started.
1
Connect to Your Accounting Software
Lesson 2 of 4 within section Getting Started.
0
Setting Up Your Staff
Lesson 3 of 4 within section Getting Started.
0
Setting Up and Managing Staff Login Details
Lesson 4 of 4 within section Getting Started.
0

CRM Management

How to Add Contacts
Lesson 1 of 4 within section CRM Management.
0
How to Manage Contacts
Lesson 2 of 4 within section CRM Management.
0
Contact Types, Roles, and Sources
Lesson 3 of 4 within section CRM Management.
0
Contact Emails and Resources
Lesson 4 of 4 within section CRM Management.
0

Lead Management

What is a Lead?
Lesson 1 of 11 within section Lead Management.
0
How to Create a Lead Workflow
Lesson 2 of 11 within section Lead Management.
0
How to Create a Sales Labour Centre
Lesson 3 of 11 within section Lead Management.
0
How to Create an Agenda Screen for Your Sales Team
Lesson 4 of 11 within section Lead Management.
0
Lead Settings: Types and Statuses
Lesson 5 of 11 within section Lead Management.
0
Lead Settings: Details
Lesson 6 of 11 within section Lead Management.
0
Lead Settings: Members and Member Types
Lesson 7 of 11 within section Lead Management.
0
Create Lead Item Types and Specifications
Lesson 8 of 11 within section Lead Management.
0
Automated Triggers in Lead Workflows
Lesson 9 of 11 within section Lead Management.
0
How to Create a Lead
Lesson 10 of 11 within section Lead Management.
0
How to Manage and Edit a Lead
Lesson 11 of 11 within section Lead Management.
0

Job Management

How to Create a Job Workflow
Lesson 1 of 10 within section Job Management.
0
Automated Triggers in Job Workflows 
Lesson 2 of 10 within section Job Management.
0
Job Settings: Types, Statuses, Details, and Members
Lesson 3 of 10 within section Job Management.
0
How to Create Labour Centres for Your Jobs
Lesson 4 of 10 within section Job Management.
0
How to Create Agenda Screens for Your Jobs and Staff
Lesson 5 of 10 within section Job Management.
0
Understanding Your Capacity
Lesson 6 of 10 within section Job Management.
0
How to Create a Job
Lesson 7 of 10 within section Job Management.
0
How to Manage and Edit a Job
Lesson 8 of 10 within section Job Management.
0
How to Create a Work Order from a Job
Lesson 9 of 10 within section Job Management.
0
How to Use Your Target Calendar
Lesson 10 of 10 within section Job Management.
0

Kiosk

How to Set Up Kiosk Staff Working Hours
Lesson 1 of 5 within section Kiosk.
0
Overview of Kiosk Mode Functions
Lesson 2 of 5 within section Kiosk.
0
How to Create Agenda Screens for Your Kiosk Staff
Lesson 3 of 5 within section Kiosk.
0
Staff Member Types and Automated Task Allocation
Lesson 4 of 5 within section Kiosk.
0
How to Create Activity Screens for Your Staff
Lesson 5 of 5 within section Kiosk.
0

Quoting

The Four Levels of a Jobman Quote
Lesson 1 of 10 within section Quoting.
0
How to Build Products
Lesson 2 of 10 within section Quoting.
1
How to Create Styles and Range Options
Lesson 3 of 10 within section Quoting.
0
How to Build Quote Presets
Lesson 4 of 10 within section Quoting.
0
Quote Templates
Lesson 5 of 10 within section Quoting.
0
Quote Statuses
Lesson 6 of 10 within section Quoting.
0
How to Create and Send a Quote
Lesson 7 of 10 within section Quoting.
0
How to Refresh Quote Pricing
Lesson 8 of 10 within section Quoting.
0
How to Copy and Revise Quotes
Lesson 9 of 10 within section Quoting.
0
How to Create, Send, and Sync Invoices
Lesson 10 of 10 within section Quoting.
0

Catalogue Management and Inventory

Catalogue Settings
Lesson 1 of 6 within section Catalogue Management and Inventory.
0
Setting Prices and Measurements for Catalogue Materials
Lesson 2 of 6 within section Catalogue Management and Inventory.
0
How to Create and Import Catalogue Materials
Lesson 3 of 6 within section Catalogue Management and Inventory.
0
How to Create Catalogue Services
Lesson 4 of 6 within section Catalogue Management and Inventory.
0
How to Add and Manage Inventory Items (Stock)
Lesson 5 of 6 within section Catalogue Management and Inventory.
0
Price Matrices
Lesson 6 of 6 within section Catalogue Management and Inventory.
0

Purchase Ordering and Inventory Picking

How to Create Purchase Order Statuses
Lesson 1 of 8 within section Purchase Ordering and Inventory Picking.
0
Managing Job Resource Materials
Lesson 2 of 8 within section Purchase Ordering and Inventory Picking.
0
How to Create and Send Purchase Orders
Lesson 3 of 8 within section Purchase Ordering and Inventory Picking.
0
How to Manage, Edit, and Receive Purchase Orders
Lesson 4 of 8 within section Purchase Ordering and Inventory Picking.
0
Picking List and Inventory
Lesson 5 of 8 within section Purchase Ordering and Inventory Picking.
0
How to Set Up Minimum Stock Quantities for Purchase Ordering
Lesson 6 of 8 within section Purchase Ordering and Inventory Picking.
0
Supplier Integration – Hafele
Lesson 7 of 8 within section Purchase Ordering and Inventory Picking.
0
Supplier Integration – Wilson & Bradley
Lesson 8 of 8 within section Purchase Ordering and Inventory Picking.
0

Reporting

Reports in Jobman
Lesson 1 of 2 within section Reporting.
0
Quote Summary Report
Lesson 2 of 2 within section Reporting.
0

Job Alerts and Forms

How to Create and Use Job Alerts
Lesson 1 of 2 within section Job Alerts and Forms.
0
How to Create and Use Job Forms
Lesson 2 of 2 within section Job Alerts and Forms.
0

Payroll Set-Up and Time & Attendance

How to Set Up Staff Pay Rates
Lesson 1 of 3 within section Payroll Set-Up and Time & Attendance.
0
How to Log Staff Time and Attendance
Lesson 2 of 3 within section Payroll Set-Up and Time & Attendance.
0
How to Log Staff Leave, Public Holidays, and Temporary Business Shutdowns
Lesson 3 of 3 within section Payroll Set-Up and Time & Attendance.
0

CAD/CAM Integration

How to Connect Your CAD/CAM Software
Lesson 1 of 5 within section CAD/CAM Integration.
1
Cabinet Vision
Lesson 2 of 5 within section CAD/CAM Integration.
1
Mozaik
Lesson 3 of 5 within section CAD/CAM Integration.
0
Microvellum
Lesson 4 of 5 within section CAD/CAM Integration.
0
Winner Flex
Lesson 5 of 5 within section CAD/CAM Integration.
0

Free

FREE
Enroll Now

General Navigation and Usability

General Navigation
Lesson 1 of 4 within section General Navigation and Usability.
0
User Control and User Settings
Lesson 2 of 4 within section General Navigation and Usability.
0
User Licenses and Staff Types
Lesson 3 of 4 within section General Navigation and Usability.
0
Staff Roles and Permissions
Lesson 4 of 4 within section General Navigation and Usability.
0

Getting Started

Connect to Your Cloud File Storage
Lesson 1 of 4 within section Getting Started.
1
Connect to Your Accounting Software
Lesson 2 of 4 within section Getting Started.
0
Setting Up Your Staff
Lesson 3 of 4 within section Getting Started.
0
Setting Up and Managing Staff Login Details
Lesson 4 of 4 within section Getting Started.
0

CRM Management

How to Add Contacts
Lesson 1 of 4 within section CRM Management.
0
How to Manage Contacts
Lesson 2 of 4 within section CRM Management.
0
Contact Types, Roles, and Sources
Lesson 3 of 4 within section CRM Management.
0
Contact Emails and Resources
Lesson 4 of 4 within section CRM Management.
0

Lead Management

What is a Lead?
Lesson 1 of 11 within section Lead Management.
0
How to Create a Lead Workflow
Lesson 2 of 11 within section Lead Management.
0
How to Create a Sales Labour Centre
Lesson 3 of 11 within section Lead Management.
0
How to Create an Agenda Screen for Your Sales Team
Lesson 4 of 11 within section Lead Management.
0
Lead Settings: Types and Statuses
Lesson 5 of 11 within section Lead Management.
0
Lead Settings: Details
Lesson 6 of 11 within section Lead Management.
0
Lead Settings: Members and Member Types
Lesson 7 of 11 within section Lead Management.
0
Create Lead Item Types and Specifications
Lesson 8 of 11 within section Lead Management.
0
Automated Triggers in Lead Workflows
Lesson 9 of 11 within section Lead Management.
0
How to Create a Lead
Lesson 10 of 11 within section Lead Management.
0
How to Manage and Edit a Lead
Lesson 11 of 11 within section Lead Management.
0

Job Management

How to Create a Job Workflow
Lesson 1 of 10 within section Job Management.
0
Automated Triggers in Job Workflows 
Lesson 2 of 10 within section Job Management.
0
Job Settings: Types, Statuses, Details, and Members
Lesson 3 of 10 within section Job Management.
0
How to Create Labour Centres for Your Jobs
Lesson 4 of 10 within section Job Management.
0
How to Create Agenda Screens for Your Jobs and Staff
Lesson 5 of 10 within section Job Management.
0
Understanding Your Capacity
Lesson 6 of 10 within section Job Management.
0
How to Create a Job
Lesson 7 of 10 within section Job Management.
0
How to Manage and Edit a Job
Lesson 8 of 10 within section Job Management.
0
How to Create a Work Order from a Job
Lesson 9 of 10 within section Job Management.
0
How to Use Your Target Calendar
Lesson 10 of 10 within section Job Management.
0

Kiosk

How to Set Up Kiosk Staff Working Hours
Lesson 1 of 5 within section Kiosk.
0
Overview of Kiosk Mode Functions
Lesson 2 of 5 within section Kiosk.
0
How to Create Agenda Screens for Your Kiosk Staff
Lesson 3 of 5 within section Kiosk.
0
Staff Member Types and Automated Task Allocation
Lesson 4 of 5 within section Kiosk.
0
How to Create Activity Screens for Your Staff
Lesson 5 of 5 within section Kiosk.
0

Quoting

The Four Levels of a Jobman Quote
Lesson 1 of 10 within section Quoting.
0
How to Build Products
Lesson 2 of 10 within section Quoting.
1
How to Create Styles and Range Options
Lesson 3 of 10 within section Quoting.
0
How to Build Quote Presets
Lesson 4 of 10 within section Quoting.
0
Quote Templates
Lesson 5 of 10 within section Quoting.
0
Quote Statuses
Lesson 6 of 10 within section Quoting.
0
How to Create and Send a Quote
Lesson 7 of 10 within section Quoting.
0
How to Refresh Quote Pricing
Lesson 8 of 10 within section Quoting.
0
How to Copy and Revise Quotes
Lesson 9 of 10 within section Quoting.
0
How to Create, Send, and Sync Invoices
Lesson 10 of 10 within section Quoting.
0

Catalogue Management and Inventory

Catalogue Settings
Lesson 1 of 6 within section Catalogue Management and Inventory.
0
Setting Prices and Measurements for Catalogue Materials
Lesson 2 of 6 within section Catalogue Management and Inventory.
0
How to Create and Import Catalogue Materials
Lesson 3 of 6 within section Catalogue Management and Inventory.
0
How to Create Catalogue Services
Lesson 4 of 6 within section Catalogue Management and Inventory.
0
How to Add and Manage Inventory Items (Stock)
Lesson 5 of 6 within section Catalogue Management and Inventory.
0
Price Matrices
Lesson 6 of 6 within section Catalogue Management and Inventory.
0

Purchase Ordering and Inventory Picking

How to Create Purchase Order Statuses
Lesson 1 of 8 within section Purchase Ordering and Inventory Picking.
0
Managing Job Resource Materials
Lesson 2 of 8 within section Purchase Ordering and Inventory Picking.
0
How to Create and Send Purchase Orders
Lesson 3 of 8 within section Purchase Ordering and Inventory Picking.
0
How to Manage, Edit, and Receive Purchase Orders
Lesson 4 of 8 within section Purchase Ordering and Inventory Picking.
0
Picking List and Inventory
Lesson 5 of 8 within section Purchase Ordering and Inventory Picking.
0
How to Set Up Minimum Stock Quantities for Purchase Ordering
Lesson 6 of 8 within section Purchase Ordering and Inventory Picking.
0
Supplier Integration – Hafele
Lesson 7 of 8 within section Purchase Ordering and Inventory Picking.
0
Supplier Integration – Wilson & Bradley
Lesson 8 of 8 within section Purchase Ordering and Inventory Picking.
0

Reporting

Reports in Jobman
Lesson 1 of 2 within section Reporting.
0
Quote Summary Report
Lesson 2 of 2 within section Reporting.
0

Job Alerts and Forms

How to Create and Use Job Alerts
Lesson 1 of 2 within section Job Alerts and Forms.
0
How to Create and Use Job Forms
Lesson 2 of 2 within section Job Alerts and Forms.
0

Payroll Set-Up and Time & Attendance

How to Set Up Staff Pay Rates
Lesson 1 of 3 within section Payroll Set-Up and Time & Attendance.
0
How to Log Staff Time and Attendance
Lesson 2 of 3 within section Payroll Set-Up and Time & Attendance.
0
How to Log Staff Leave, Public Holidays, and Temporary Business Shutdowns
Lesson 3 of 3 within section Payroll Set-Up and Time & Attendance.
0

CAD/CAM Integration

How to Connect Your CAD/CAM Software
Lesson 1 of 5 within section CAD/CAM Integration.
1
Cabinet Vision
Lesson 2 of 5 within section CAD/CAM Integration.
1
Mozaik
Lesson 3 of 5 within section CAD/CAM Integration.
0
Microvellum
Lesson 4 of 5 within section CAD/CAM Integration.
0
Winner Flex
Lesson 5 of 5 within section CAD/CAM Integration.
0
Jobman Admin

Course Includes:

  • Price:FREE
  • Instructor:Jobman Admin
  • Lessons:74
  • Students:187
  • Certifications:No