Guide / Everyday tasks
HelpEveryday tasks, quickly
The things you'll do most often, and exactly where to do them.
| Schedule a job & assign crew | Schedule → click a job's Schedule button → set date, time and tick the crew. Two or more on a job? Pick a site leader. |
| See where money's stuck | Jobs → Job board. A card-per-job wall that flags anything sitting too long, with the dollar value on each column. |
| Chase overdue invoices | Invoices → Receivables → Send reminder next to any unpaid invoice. Turn on automatic chasing in Business settings. |
| Invoice a pile of jobs | Invoices → Billing run → filter to Done, tick the jobs, choose one-invoice-per-job or per-customer, Create invoices. |
| Approve hours & leave | Team → Timesheets → step through weeks, approve leave and reimbursement claims, download the payroll CSV. |
| Keep licences current | Team → Licences. Add each ticket's expiry and Jobdeck warns you before anything lapses. Same idea for gear under Buying → Plant & equipment. |
| Stay WHS-compliant | Team → Toolbox talks (digital sign-on) and Incidents (tells you the moment something's notifiable). |
| Connect your accounting | Settings → Integrations → connect Xero, MYOB or QuickBooks; push customers and invoices across with Sync now. |
| Take card payments | Settings → Integrations → connect your own Stripe or Square account, so a customer paying an invoice by card lands straight in your own bank — Jobdeck never holds the money. |
| Rebook recurring work | Settings → Recurring jobs (auto-raises the job) and Messages → Service reminders (chase smoke-alarm tests, test & tag, and the like). |
| Raise a purchase order | Buying → Purchase orders → New PO. Track it through to Back orders if a supplier can't fill it in full, and match the supplier's invoice against it from Supplier invoices. |
| Run a stocktake | Buying → Stocktakes → count what's actually on the shelf and reconcile it against Stock on hand. The Reorder list flags anything that's dropped below its minimum. |
| Check what an hour actually costs you | Reports → Overheads & rate. List every cost your business carries outside a job, and it works out the charge-out rate that actually covers them. |
| Get a snapshot of the business | Reports → Business health for the numbers, or the Today screen for what needs your attention right now. |