Jobman Champion


The set-up and integration of Jobman is foundational to the success it will have within your company.  It is essential the right people are selected and trained in the use and set-up of the system for optimal results. The Jobman champion/s will have to adapt and make changes to the system as your business changes and grows. The Jobman champion will also be responsible for providing Jobman training to the rest of your organization. 

Who should be the Jobman Champion?

The champion selected must have unrestricted or admin user permission levels and, typically, this person understands the business, knows the existing systems and processes, knows the direction the company is taking, and is empowered.

Business Process Mapping

Understanding your businesses processes and having these documented will help with the set-up of Jobman. If you have never done this before then rolling out Jobman will clearly define what these are for you. Having a clear set of roles and responsibilities for all staff in your business is essential to the initial set-up. The ability to fine-tune this process can take some time but ensuring that as much as possible is set-up and working correctly in the beginning, will save time moving forward.

The roll-out of Jobman can be left to your own discretion but it is advisable to roll-out in the same order of your workflows. This process can happen in a week or could take months depending on the emphasis you place on the importance of its role in your company. These time frames assume that all other factors such as an existing server or new server and required hardware are in place and are in a suitable and operating status. Onsite software backup is your responsibility unless Jobman is providing this service for you. Jobman now includes this as part of the yearly maintenance fee. 

Existing Staff Lists, Supplier Lists and regular contacts such as Builders supplied to your Jobman integrator prior to integration in an electronic format preferably. CSV or .XLS can reduce time in data entry.

Training Video Tutorials

Please follow the outlined courses in sequential order as the program has been  designed to help you set-up Jobman so that you get more out of it sooner. If you are missing any features, they may not have been purchased as part of your package. You can ignore these sections and continue with the lessons and set-up. 

NOTE: Jobman is a database system and every entry (a record) has an ID number associated with it. When setting up Jobman it is recommended that you do not delete template records but rename them or turn their value to N. This will ensure that related records do not lose their links.