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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

How To Setup Docket Templates

 

 Step 1: Click on the JobFlow menu at the top left select settings from the drop down menu, then select ‘Docket Templates’

Step 2: This page allows you to create docket templates, select as active or not, and click through to edit 
existing templates. 

To create a new docket click the "Add Docket Template" button.

Step 3: Name the docket (we have called it Mowing Ryegrass) and allocate a ‘Type’. We are going to select ‘Single’ as the other types have in built widgets which are not relevant for a mowing task. 

Then add a charge out rate, this should match the same charge out rate that you have lodged against that task type in a standard job template. 

Step 4: Click save and this docket template will be viewable by your operators.

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