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Onboarding Process
Exporting Customers and Inventory from MYOBExporting From XeroFive simple thingsMinimum Requirements
Setup How To Guides
Create a Customer, Add a Contact, and Link a SiteCreating a UserSpray and Spread RecordingUnderstanding Item Codes and GL/Account Codes
Xero Integration
MYOB Integration
Jobs
Anatomy of the Job Page - Part 2 (Tasks)Anatomy of the Job Page - Part 1 (Job Details)Anatomy of the Job Page - Part 3 (Products and Summary) How to use the Job CalendarHow to use the Task PreviewerHow to use TimesheetsJob Status and What They MeanUploading a file to a JobWays to Create a Job within JobFlow
Dockets
Adding Dockets to New or Existing JobsHow do Drivers Create DocketsHow Setup Docket TemplatesUnderstanding the Dockets System
Reporting
Invoice Settings

How Setup Docket Templates

  1. Click on the JobFlow menu top left.
  2. Click settings and then "Docket Templates".
  3. Click the "Add Docket Template" button.
  4. Enter the name and type of the docket template.
  5. Add a charge-out rate or more to the docket template.
  6. Click Save in the bottom left.
     

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