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Onboarding Process
Five Simple ThingsMinimum RequirementsCreating a UserCreate a Customer, Add a Contact, and Link a SiteUnderstanding Item Codes and GL/Account Codes
MYOB Integration
Connecting To MYOBLinking Customers to MYOBHow to obtain an Address List of Customers in MYOBExporting Customers and Inventory from MYOBExporting from MYOBInvoicing to MYOB
Xero Integration
Getting Started with the Xero IntegrationConnecting to XeroInvoice SettingsExporting From XeroXero Integration in JobFlow
Jobs
Anatomy of the Job Page - Part 1 (Job Details)Anatomy of the Job Page - Part 2 (Tasks)Anatomy of the Job Page - Part 3 (Products and Summary) Ways to Create a Job within JobFlowSpray and Spread RecordingUploading a file to a JobHow to use the Job CalendarHow to use the Task PreviewerHow to use TimesheetsJob Status and What They Mean
Dockets
Understanding the Dockets SystemHow To Setup Docket TemplatesHow do Drivers Create DocketsAdding Dockets to a New or Existing Job

Creating a User

  1. Go into the JobFlow menu and select "settings"
  2. Then click "Users"
  3. At the bottom of the page, click "Add User"
  4. Add the user's name
  5. Add a username
  6. Add a password (This is case sensitive)
  7. If a resource hasn't been created already, tick the "Generate resource button." This will allow you to apply this user to tasks so they will be able to complete tasks in the mobile app
  8. If you already have a resource made for this user, simply select it from the drop-down list
  9. Finally, select the role for the user
  10. Click save

 

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