Help Center
Go back to Application
Help Center
Go back to Application
Onboarding Process
Five Tips for a Smooth JobFlow ImplementationBrowser and Device RequirementsThe DashboardAdding a New UserCreating an Individual Customer and Link a SiteUnderstanding Item Codes and GL/Account Codes
MYOB Integration
Connecting to MYOBLinking MYOB customers to JobFlowExporting Customers and Inventory from MYOBInvoicing to MYOB
Xero Integration
Connecting JobFlow and XeroLinking Xero Customers to JobFlowXero Invoicing Set UpLinking Chargeout RatesSending Invoices to Xero
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) Health and Safety MessagesWays to Create a JobEnabling Spray and Spread RecordingAdding File Attachments to JobsHow to Use the Calendar Based SchedulerManaging Workloads with the Resources Utilisation PageUsing TimesheetsExporting Timesheets for PayrollJob Statuses ExplainedScheduling Jobs
Dockets
Understanding DocketsSetting up Docket TemplatesCreating a Docket on the Mobile AppAdding Dockets to a Job - New or Existing
Mobile App User Guide
Quick Start TipsGetting StartedSimple JobsSpecific WorkflowsDocketsTimesheetsTeam Leader Tools & Permissions

The Dashboard

The Dashboard is your starting point in JobFlow. It gives you quick access to your work, key navigation tools, and important system information as soon as you log in.

Open the Dashboard

When you log in to JobFlow, the Dashboard is the default landing page.

From here, you can see:

  • Your Work Queue
  • Current Job States
  • Quick‑action shortcuts
  • The Hamburger Menu
  • The Global Search Bar
  • Access to Help & Support

Use the Navigation Menu

You can open the main navigation panel from anywhere in JobFlow.

  • Click the Hamburger Menu in the top‑left corner.

This menu gives you access to all major areas of the system:

  • Jobs
  • Customers
  • Templates
  • Reports
  • Settings

Selecting any item will take you directly to that section.

View Your Work Queue

Your Work Queue shows all jobs assigned to you or requiring your attention.

Each job tile displays:

  • Job number
  • Customer name
  • Due dates
  • Current status

Click any job tile to open it and begin working.

Job statuses help you track where each job is in the workflow.

Common statuses include:

  • New
  • Booked
  • Scheduled
  • Overdue
  • Completed
  • Review
  • Invoice

These states update automatically as you move through tasks, giving you a clear picture of what needs attention.

Quick Actions

Across the Dashboard, you’ll find quick‑action buttons that let you:

  • Create new jobs
  • Add customers
  • Open templates with a single click

These shortcuts are designed to reduce navigation time and help you get straight into your work.

Global Search

The Global Search Bar lets you quickly find information across the entire system without navigating through menus.

You can search by:

  • Customer name or number
  • Job codes
  • Site names
  • Phone numbers linked to a customer or job

As you type, JobFlow displays matching results with clear icons for:

  • Customers
  • Jobs
  • Sites

Click a result to open its details instantly.

Help & Support

The Help section provides access to guides, FAQs, and support resources.

You can open it using:

The Help button in the T=top‑right corner of your screen

  • The Green Help button in the bottom-right corner of your screen
  • Through the dropdown options in the Hamburger Menu.

From here, you can:

  • Browse or seach guides and FAQs
  • Access training material
  • Submit a support request

This is the best place to start if you’re unsure how to complete a task.


Was this article helpful?

Powered by Product Fruits