Setting up Jobman

GENERAL SET UP INFORMATION
GENERAL KNOWLEDGE
3 Topics
JOBMAN USER TRAINING
STANDARD SETTINGS & OPTIONS
DATA HANDLING WITHIN JOBMAN
STAGE 1 - SET UP
STAFF
2 Topics
STAFF TYPE
STAFF
CONTACTS
4 Topics
CONTACT TYPE
CONTACTS
CUSTOMER SOURCE
DELIVERY AREAS
LEADS
7 Topics
LEAD TYPE
LEAD STATUS
LEAD OPERATION TYPE
LEAD OPERATION SETUP
LEAD TARGET LEAD TIME
QUOTE STATUS
JOB SPECS
JOBS
6 Topics
AREAS
JOB TYPES
JOB STATUS
OPERATION TYPE
OPERATION SET UP
TARGET LEAD TIME
EMAIL TRIGGERS
2 Topics
LEAD EMAIL TRIGGERS
EMAIL TRIGGERS
CONFIG
9 Topics
PASSWORD SECURITY
OVERHEAD & PROFIT PERCENTAGES
PURCHASE ORDER & INVOICE SUBJECT LINE / FILE NAME
CALCULATING PROFIT MARGINS
OPERATION PERCENTAGE COMPLETE
JOB APPLIANCE DETAIL – PDF ORIENTATION
INVOICE REFERENCE PREFILL
TARGET CALENDAR TEMPLATE PREFERENCES
OPERATION TYPE ID & DELIVERY DATE
PRODUCTION
5 Topics
LABOUR CENTRE
AGENDA SCREENS
CAPACITY PLANNING
PRODUCT OPERATIONS
WAREHOUSES
SUNDRIES
2 Topics
SUNDRY CATEGORIES
SUNDRIES
STAGE 2 - SET UP
INVENTORY
5 Topics
STOCK SUPPLIERS
STOCK TYPES
RATE TYPES
BRANDS
FINISHES
TEMPLATES
4 Topics
DOWNLOADABLE TEMPLATES
DEFAULT TEMPLATES – QUOTES & INVOICES
TEMPLATE VARIABLES
DUPLICATING & CUSTOMISING TEMPLATES
STAGE 3 - SET UP
ALERTS
2 Topics
ALERT STATUSES
ALERT TYPES
CORRESPONDENCE
3 Topics
CORRO TYPES
CORRO TEMPLATES
CORRO FILE ATTACHMENTS & VIEWING
FORMS
2 Topics
FORM QUESTION GROUPS
FORM QUESTIONS
PAYROLL
4 Topics
PAY RATE TYPES
PAY RATES
PAY RATE AWARDS
LEAVE TYPES
DETAILS
2 Topics
JOB DETAILS
JOB DETAILS GROUPS
APPLIANCES
7 Topics
APPLIANCE SUPPLIERS
APPLIANCE TYPE
APPLIANCE SUPPLY TYPE
APPLIANCE VARIANT
APPLIANCE BRAND
APPLIANCE MODEL
JOB APPLIANCE DETAIL STATUS
PRODUCTS & STYLES
5 Topics
STYLE TYPES
STYLES
PRODUCT TYPE
PRODUCT PART
PRODUCTS
PRICE MATRICES
2 Topics
PRICE MATRICES
PRICE MATRIX AXES
QUOTING
2 Topics
QUOTE TEMPLATES
QUOTE PRESETS
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LEADS

Setting up Jobman LEADS
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