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...
ADD NEW PHOTOS
DESCRIPTION:
The Job-Dox photo album module allows users to store and share project
related images with other users and customers from a centralized
location.
PROCESS:
Start by opening the project you want to add the images.
In the n...
ADDING A BOOKMARK TO JOB-DOX FOR YOUR MOBILE DEVICE
Description:
This article will help you add a book mark for Job-Dox to your
browser. Is many cases, you can also add an icon for Job-Dox to your
home screen of your mobile device, which makes it even ...
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...
CLEARING YOUR CACHE ON ANDROID
DESCRIPTION:
Sometimes the cache will need to be cleared in the Job-Dox app to fix
an issue or sometimes after an update. This can also be accomplished
by logging out, but this article will demonstrate how to accomplish
th...
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...
Here is a sample of our version 2 drying report. This tool is still in
beta and we would welcome any feedback you may have.
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...
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 ...
FINDING YOUR API USERNAME AND PASSWORD
DESCRIPTION:
To enable API level access to your GuildQuality account, you will need
to access a special section within your GuildQuality account and
access these special credentials. They will not be the same and y...
GENERATING ACCESS TOKENS IN COMPANYCAM
DESCRIPTION:
Access Tokens allow you to give third-parties like Job-Dox, access to
your CompanyCam data. You must have an active account with Job-Dox
and CompanyCam for this to work properly.
PROCESS:
To get sta...
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...
LINKING YOUR COMPANYCAM ACCOUNT TO JOB-DOX
DESCRIPTION:
Job-Dox is proud to be able to offer your company more value by
integrating our world-class project management tools with CompanyCam's
world-class photo documentation tool. With a few simple steps ...
LINKING YOUR GEOTAB ACCOUNT TO JOB-DOX
DESCRIPTION:
Job-Dox is proud to be able to offer your company more value by
integrating our world-class project management tools with Geotab's
world-class asset tracking tools. With a few simple steps you can
gran...
Linking Your GuildQuality Account to Job-Dox
Description:
Job-Dox is proud to be able to offer your company more value by
integrating our world-class project management tools
with GuildQuality's in-depth Customer Satisfaction Surveys. With a
few simple...
LINKING YOUR INVISI-TAG ACCOUNT TO JOB-DOX
DESCRIPTION:
Job-Dox is proud to be able to offer your company more value by
integrating our world-class project management tools with Invisi-Tag's
RFID and Bluetooth based equipment tracking. With a few simple...
LINKING YOUR ONE STEP GPS ACCOUNT TO JOB-DOX
DESCRIPTION:
Job-Dox is proud to be able to offer your company more value by
integrating our world-class project management tools with One Step
GPS's asset tracking service. With a few simple steps you can co...
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...
TRACKING A VEHICLE IN JOB-DOX USING GEOTAB
DESCRIPTION:
This article will show you how add or manage your vehicles in Job-Dox
so you can track them with Geotab. This article assumes that you have
already setup the Geotab account link. If you haven't com...
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...
WHY DOESN'T MY STAFF GET SMS MESSAGES FROM JOB-DOX?
DESCRIPTION:
Some members of my staff do not receive text messages from Job-Dox. In
some cases, I can't even enable SMS messages in the proper section of
Job-Dox. How can I solve this?
PROCESS:
There...
