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 company....
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 ...
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...
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...
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...
