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Welcome to the Knowledge Base
Find comprehensive guides, tutorials, and best practices for using Job Manager. Whether you're getting started or looking for advanced features, we've got you covered.
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Getting Started
Initial things that you should setup prior to allowing other users to access the system
Customers
The Customer Management System allows you to manage customer records, track their activities (jobs, invoices, quotations, payments), and generate reports.
Jobs
The Job Management System allows you to create, schedule, track, and manage customer jobs with support for recurring jobs, resource allocation, stock management, and invoicing. This comprehensive system handles the complete workflow from job creation through completion and invoicing.
Appointments & Calendar
Schedule and manage appointments, events and calendar views.
Quotations
The Quotation Management System allows you to manage quotation records
Invoicing
The Invoicing System is a comprehensive solution for managing invoices, recurring invoices, and automated billing processes. It supports automated email notifications, and integrated stock management.
Payments
Record and manage customer payments, online payment gateways and the customer payment portal.
Stock & Inventory
Manage your stock items, inventory levels and composite products.
Suppliers & Purchase Orders
Manage suppliers, raise purchase orders and track deliveries.
Resource Tracking
Real-time GPS tracking for field staff and resources.
Reports
The Reports module provides comprehensive analytics and insights into your business operations, covering customers, jobs, financials, quotations, and recurring revenue.
Settings
System-wide configuration including company details, email, payment gateways, users, roles and integrations.