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JGID Knowledge Base

JGID Knowledge Base

Topics: Getting Started

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  • KB Home
  • Getting Started

Connecting to Dropbox

Adding JGID shortcut icon on your mobile device screen

Connecting JGID to XERO

The 4 different JGID account types

Using the Search Bar

Expanding your inventory – adding a Service item

Composed Items in JGID

Knowledge Base

  • News & Feature release updates
    • July’20 Feature Update
    • Feature Update – November 2020
  • Getting Started with RFID
    • Getting started with RFID
  • Getting Started
    • Adding JGID shortcut icon on your mobile device screen
    • Connecting to Dropbox
    • Connecting JGID to XERO
    • The 4 different JGID account types
    • Using the Search Bar
    • Expanding your inventory – adding a Service item
    • Composed Items in JGID
  • Dashboard
    • Using the Search Bar
  • CRM
    • Editing a Client Entry
    • Editing a Contact entry
    • Making a New Entry into the CRM data base
    • Editing a Location entry
  • Enquiries
    • Making a New Enquiry
  • Opportunity
    • Creating an Opportunity
  • Quotes
    • Creating a Quote
    • Filling up your Quote – How to add an Item
    • Editing the Quote – Intro
    • Clauses in Quotes
    • Using Quote Templates in JGID
    • Composed Items in JGID
    • Converting a composed item into a subitem group
  • Inventory
    • Expanding your inventory – adding a Service item
    • Composed Items in JGID
    • Converting a composed item into a subitem group
    • Search and Export a List of Equipment on a specific Job
  • Job
    • Scheduling Job Repetition
    • Job dashboard explained
    • Creating a Job in JGID
    • Job statuses explained
    • Progressing the Job and changing statuses
    • Converting a composed item into a subitem group
    • How to make a Progress Invoice for Individual Line Items
    • How to invoice Do & Charge work on a weekly or monthly basis, vs invoicing Lump Sum Items
    • How to make a progress invoice for a deposit payment
  • Scheduling / Calendar
    • Duplicating Calendars
    • Splitting a Job
    • Scheduling
    • Staff allocation
  • Mobile JGID for field staff
    • Adding JGID shortcut icon on your mobile device screen
    • How to login onto your mobile device
    • Mobile JGID for field staff – Calendars
    • Getting Familiar with the Job panel
    • Clock-in, Clock-Out and make a Worksheet
    • Changing the password of an user acount
  • Orders
    • Adding a Supplier
    • Placing an Order in JGID
    • Stock tracking in JGID
  • Invoicing
    • Understanding the Invoicing in JGID
    • Invoicing in JGID
    • Edit an Invoice
    • Converting a composed item into a subitem group
    • How to make a Progress Invoice for Individual Line Items
    • How to invoice Do & Charge work on a weekly or monthly basis, vs invoicing Lump Sum Items
    • How to make a progress invoice for a deposit payment
  • Checklist, Picklist, JHA
    • Generating the quote/job checklist
    • Job Hazard Analysis – JHA
  • Settings
    • Settings – Brief overview
    • The 4 different JGID account types
  • Dropbox
    • Connecting to Dropbox
  • Add Ons
    • Push an invoice from JGID into Xero
    • Connecting JGID to XERO
  • The Master Matrix
    • Provided by
    • Clauses in Quotes
    • Creating a default Clause in JGID
    • Master Matrix – Input to Output
  • FAQ Section
    • Troubleshooting creation of a New User in JGID
    • Can I change the Contact person after making the New Enquiry?
    • How to get the employees on site to attach inspection photos to an Opportunity?
    • Data export from JGID BMS
    • A user name is missing in the Add worker list in the Calendar
    • Invoicing problems – JGID will not push the invoice in Xero, reports error!
    • How to change the email account for the approved quotes notifications?
    • How to make a copy of an existing Composed Item
    • How to collect Deposit Payments
    • Changing Invoice number sequence in JGID
    • Mapping Company CRM details between JGID and XERO
    • SMART LOG-IN USER MIGRATION AND ACCESS SET-UP
    • The 4 different JGID account types
    • How to make a Progress Invoice for Individual Line Items
    • How to invoice Do & Charge work on a weekly or monthly basis, vs invoicing Lump Sum Items
    • How to make a progress invoice for a deposit payment
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