Self Onboarding: Account Service/Manager

Getting Started How to log onto JobBag JobBag Process for Account Managers - Flow chart JobBag email Navigate to File > Preferences > JobBag Config > email settings How to set up email in jobBag Address book How...

JobBag Process - Account Service This is the typical work flow process for account managers

You can now log on to both the desktop and JBX web based versions of JobBag using the same username and password.  Note: the JBX has limited functionality. Before you start You will need the following information from your system administrator ...

Your email server settings need to be entered into JobBag before you can start sending emails.  Please have your IT Administrator review this page and make the appropriate changes to your hosted email service. Navigate to File > Preferences > JobB...

Use this process whrn you want to add a new client into JobBag 1. In the JobBag Menu, go to the Address book > select new 2. Select Business or Individual - Business - A business address book record is a company - Individual - A Individu...

Use this process to add a new supplier into JobBag.  1. Navigate to > JobBag Menu > Address book > select new 2. Select Business or Individual - Business - A business address book record is a company - Individual - An Individua...

Use this process if you would like to create a job in JobBag. Jobs can be create for client project, overhead jobs and new business jobs. Navigate to the JobBag menu > Jobs > New Mandatory fields Enter client Code/name. Note...

Allows users to enter time to both billable and non billable jobs.  Timesheet can be done on both the desktop and online version of jobBag Desktop version Create a Timesheet in the Active Diary Online version (JBX) Create Timesheet from...

Employees  Employees can request leave either in the desktop version (Active Diary) or the Online (JBX) version of JobBag Note: Leave events cannot be cloned. How to Request leave in the Active Diary How to Request Leave in JBX Administr...

Employees should use this process if they want to request leave from the Active Diary. Mainly Annual and Personal leave.  Navigate to JobBag > Active dairy > calendar icon (top right) Request leave - Full Day(s) Request leav...