Managing Your Account
- Managers on JM Connect
- Logging in with Multifactor Authentication (MFA)
- Segmenting your Account
- Terms of Service
- Account Settings
- Account Dashboard
Manage Customers and Locations
- Adding Locations and Customers
- Adding Properties
- Editing a Location
- Adjust Location Mapping
- Managing Services
- Instructions on JM Connect
Manage Employees
- Adding Employees
- Managing Job Classifications
- Marking Employees as Trained on a Location
- Security Groups on JM Connect
- Employee Portal Security Settings
- Employee User Settings
Manage Schedules
- Creating Schedules on the Web
- Editing & Deleting Schedules
- Recurring Schedules
- Team Schedules
- Open Schedules
- Advanced Schedules
Timekeeping
- Employee Guide to Installing and Clocking into JM Connect App
- Employee Guide for Clocking In and Out with Call in Option
- Enabling Timekeeper Functions
- Setting up Timekeeper Locations
- Setting up Timekeeper Employees
- Setting up a Custom GeoFence
Payroll
- Payroll Settings
- Processing Payroll
- Travel Time Payroll Settings
- Payroll Exports
- Importing Employee Time in QuickBooks Desktop
- Rounding
Areas and QR Codes
- Areas and Area Types
- Using QR Codes with Employee Scan
- Using QR Codes with Location Scan
- Offline QR Codes and NFCs
- Scanning QR Codes on JM Connect as a Client
- Cleaning Times vs. Area Estimations
Checklists
Quality Checks
- Rating and Scoring Scale Presets
- Setting Up Quality Checks
- Scheduling Quality Checks
- Open Quality Checks
- Completing Quality Checks on the Web
- Managing Quality Checks on JM Connect
Work Orders
Supply Tracking
Integrations
- Open RESTful API
- Setting Up the QuickBooks Online Integration
- QuickBooks Online Integration for Payroll
- QuickBooks Online Integration for Work Orders
- QuickBooks Desktop Integration Discontinued June 30th, 2024
- Zoho CRM Integration
Inventory Management System
- Inventory Management System
- Adding Supplies in IMS
- Mapping Supplies in IMS
- IMS - Tagging Supply Items
- Adding Suppliers in IMS
- Stock Areas in IMS
Equipment Tracking System
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