Getting Started
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Getting Started

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Getting started on a new business system can be overwhelming!

We feel you, so we wanted to give you an overview of JobBag to get you started. JobBag is a business management platform that helps organisations stay on top of business processes, with a full suite of features like accounts, payroll, timesheets, tasks, plans, forecasts etc.

Currently, there are two main interfaces you'll interact with when using the product:
JBX, our browser-based product for timesheets
JobBag's standalone desktop software


Introduction

  • Introduction to JobBag
  • Onboarding for Creatives
  • Onboarding for Account Service

Use Cases

  • How to track billable and non-billable time
  • How to track project profitability
  • How to track team productivity

JBX

Log in anytime and anywhere on your web browser, once your organisation has created a username and password for you.

Here are some things you'll find on JBX:

Timesheet tool

The Timesheet tool is where you can log timesheets for tasks that have been assigned to you. If you need to log a timesheet on a task that was assigned to your role or department, you can do this too.
The Timesheet tool is available on mobile phone.
Know more →

Tasks

See what's on your plate for the day or week. Check the details of tasks assigned to you or your team, and log timesheets for the task when you are done.
Learn more →

Leave

Calculate your annual leave with our Leave Calculator, so you can be sure you don't run into negative leave. Send a leave request for approval when you are happy with the planned dates in your calculator.
Learn more →

Jobs Worklists

JobBag enables you to search for Jobs relevant to you or your team. You can also save dynamic search results and pin the list, so you can refer to it again in the future. We have a number of different columns you can use to monitor Jobs on your Worklists.
Learn more →

Expenses

Log your expenses and send them for approval and reimbursement from your phone. See the status of submitted claims. Delegate approvals to someone on your team while you are away.
Learn more →


JobBag software

Log in once your organisation has created a username and password for you.
JobBag can help you with some of these things below:

Timesheets and Tasks in the Active Diary

See a calendar view of your tasks and events. Do timesheets in the same view.
Learn more →

Jobs

JobBag enables you to search for Jobs relevant to you or your team. You can also save dynamic search results and pin the list, so you can refer to it again in the future. Use the different columns to monitor Jobs on your Worklists.
Learn more →

Documents

Attach client briefs, PDF invoices and similar files to Jobs. See all the Documents related to your job in one place.
Learn more →

Address Book

Look up companies or contacts in your Organisation's Address Book. Find a supplier or talent contact with our Address Book search. Save your Client contact List so you always have it handy.
Learn more →


Other Resources

Need Help?

If you need any help or have any questions, reach out to us!

Click on the purple Assistant button at the bottom of the browser page, or click on 'Help' in the top menu of the desktop product, to read our docs.

Get one of our experienced Client Service crew on the phone at +61(02)8115 8000, or send us an email, and we will get back to you.


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