Knowledgebase : How-To
 

DESCRIPTION: Part of managing any project, large or small, is keeping up with all the parties involved. Using our Contacts section allows you to collect all of them in a centralized location. Adding contacts to the project also provides JobDox with the r...
ADDING BOOKMARKS FOR CHROME V.42 AND NEWER DESCRIPTION: With these versions of Chrome, adding a bookmark is a very simple process. However, it can often times be even easier to keep track of a web page without even adding a bookmark, by adding an icon t...
ADDING JOURNAL ENTRY DESCRIPTION: Tracking your project's progress from start to finish will often require you and your employees to add notes to a project. Whether it's a need to reschedule a visit, confirm a lock-box combination or warn others about a...
  HOW-TO: Add and Employee to your Job-Dox system. DESCRIPTION: Whether you are just getting started or adding newly hired employees, they will need access to your Job-Dox system to record events and stay up to date with what's going on in your comp...
CLEARING THE ANDROID APP CACHE DESCRIPTION: Clearing the app cache for the android app may be necessary if you are having excessive issues with stored data or the queue.  It is very simple to clear the app cache, though the process varies from device to...
DESCRIPTION: There are some options you may have noticed while creating or editing a contact regarding how the contact is notified about events. The options are as follows: * Do Not Email (Do not email this contact ever) * Only Invite (Only send th...
CREATE A NEW PROJECT DESCRIPTION: Anytime you need to track information on a location, a customer, a job, or project, they will be referred to here as a project. Creating a project is the first step in everything you do in Job-Dox. PROCESS: * First...
Sometimes you have a special task that will be used frequently. The Task Template feature in Job-Dox allows you to store such tasks in your database for reuse later. To get started with Task Templates, click the App Drawer icon. Then Click the Settings...
CREATING DOCUMENTS IN JOB-DOX DESCRIPTION: In Job-Dox, you can now create and manage new documents, using this tool. The following video will demonstrate creating a simple document with fields that can be filled in from the project information, or by yo...
DESCRIPTION: JobDox presently allows for two types of contacts to be stored: Individual and Business. When creating or editing a contact you can change this value by using the drop-down box at the top of the form. When creating a new contact, the type ...
DESCRIPTION: Now that you have your contacts for a project stored, what do you do if something changes? Use the contact editing feature to update a contact's information, resend the invitation email without creating their account again or remove them fro...
EXPORTING DATA FROM JOB-DOX DESCRIPTION: Sometimes you need to export data from Job-Dox for use in other programs, such and quickbooks or excel. Job-Dox supports this feature via the Data Export module. After initial setup, this tool will help you forma...
FILTERING THE JOBS LIST AND SEARCHING FOR PROJECTS DESCRIPTION: After a project has been closed, you may still need to view records from that project. This article will detail how to find these closed projects; PROCESS: There are three primary tools ...
GETTING LOGGED IN DESCRIPTION: You need to log in to the web interface to begin using the Job-Dox project management system. This can be done from a wide variety of computers or devices. For list of system requirements, see this Knowledge Base article. ...
  HOW-TO: Change a staff Member's Password. DESCRIPTION: Sometimes a new staff member will lose their invite email, or even forget their password, or maybe you want to prevent someone from logging in to the Job-Dox system. This article will help you...
IMPORTING CUSTOMERS/JOBS TO QUICKBOOKS DESCRIPTION: Importing data from Job-Dox to Quickboooks can be a valuable tool to keeping your business moving forward. It can also be a frustrating process. The details found on this support site are geared toward...
MANAGING DOCUMENTS DESCRIPTION: The Documents module provides several tools for you to use. This article will touch on most of the basic features of this module. PROCESS: First, open up the Job-Dox website and make sure you are logged in. Documents a...
SETUP MAPPINGS FOR QUICKBOOKS CUSTOMER IMPORTS DESCRIPTION: In order for Quickbooks to correctly read in data exported from Job-Dox, you must setup a mapping. This article will show you how to setup a mapping specific for project based exports, to custo...
SETUP MAPPINGS FOR QUICKBOOKS VENDOR IMPORTS DESCRIPTION: In order for Quickbooks to correctly read in data exported from Job-Dox, you must setup a mapping. This article will show you how to setup a mapping specific for project based exports, to custome...
SUBMITTING A BUG REPORT DESCRIPTION: Requires version 0.0.4 or newer If you encounter a bug in the app, you can submit a support ticket directly from the app. PROCESS: First, take screenshots of the issue if possible. Generally the screenshot funct...
Task Templates are a good way to save time typing out task descriptions which can be similar. To get started using Task Templates you will need to create some, if you haven't already. Check out our article about how to Create Task Templates [http://jobdox...
VIEWING ITEMS ALREADY SAVED IN YOUR BUDGETS DESCRIPTION: Whether you are a project manager, accounting or the owner, you need to be able to view important details related to the budget on your project. We'll cover the quick process here on how to view u...