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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

Exporting Customers and Inventory from MYOB

How to obtain an Address List of Customers in MYOB:

Along the bottom of the Command Centre there are 5 tabs, select reports

Under “Card” select “Address List”

Click “Export to Excel“, this will open excel save this and send to Support@jobflow.nz

How to obtain an Inventory List in MYOB:

Along the bottom of the Command Centre there are 5 tabs, select reports.

Under “Card” select “Address List”

Click “Export to Excel“, this will open excel save this and send to Support@jobflow.nz

 

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