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Tutorials

Click on the name of a video to view that video.

View the
JobPro Workflow video to get a quick understanding of the various modules in JobPro and how they relate to each other.


Getting Started

Which trial version should I download

Initial installation and setup

Adding a customer

Adding a supplier

Button menus

Create an employee

Customers V Contacts explained

Identities explained


Setup & Preferences

General setup and preferences

My company: Inputting identities and logos

Configuring lists & menus

Contacts

Access privileges (controlling users)

Mail & Fax

Templates

Prospects / Leads

Quotation

Jobs / Projects

Tasks

Timesheets / Time tracking

Stock & Services (Inventory)

Purchases

Sales Orders

Sales Invoices

Shipping / Dispatches


The modules explained

Prospects/Leads

Contacts

Mail & Fax

Jobs / Projects

Tasks

Calendar

Timelog

Stock / Services

Quotations

Sales Orders

Purchases

Dispatches

Sales Invoices


Other Tutorials

Assembly and Costing explained

Track time based on employee types

Tracking Stock Quantities

JobPro Workflow

Mailshot Wizard (marketing campaigns)

Budgeting explained

Phone and SMS features

Stock Pricing explained

Access Privileges in detail




Note: Please email us if you have any questions about FileMaker Pro software or FileMaker templates.

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