How to Use Your JM Account
Account Information Organized by Feature
Manage Account
- Add Your Company Logo to JM
- Change Your JM Theme
- Billing & Subscription Settings
- QuickBooks Integration
- Manage Expense Types
- Scorecard Setup
Manage Customers and Locations
- Adding Locations and Customers
- Editing a Location
- Adjust Location Mapping
- Services
- Cleaning Instructions on JM Connect
- Budgets
Manage Employees
- Job Classification Maintenance
- Adding Employees
- Marking Employees as Trained on a Location
- Security Settings
- Employee Wages
- Language Translation
Manage Schedules
Timekeeping
- Enabling Timekeeper Functions
- Setting up Timekeeper Locations
- Setting up a Custom Geo-Fence
- Setting up Timekeeper Employees
- Employee Guide to Installing and Clocking into JM Connect App
- Face Recognition
Inspections
- Creating Inspection Templates
- Scheduling Inspections
- Completing an Inspection
- Janitorial Manager Inspections Mobile Application
- Reviewing Completed Inspections
- Inspection Alerts
Work Orders
Payroll
- Payroll Settings
- Rounding
- Review the In Between Travel Report
- Processing Payroll
- Payroll Reporting
- How to Make Changes After You Process Payroll
Inventory
Checklists
Customer Portal
- What is the Customer Portal?
- Setting up the Customer Portal
- Creating a Portal User
- Customer Portal Alert Notifications
- Customer Portal Login
- What Your Customer Sees on the Portal