G.J. Gardner

Optimise your workflow with G.J. Software dashboards. Learn how to access and configure role-specific widgets for Franchise Owners, Sales, and Regional Managers to track performance, lead health, and construction timelines…

Platform basics: Dashboards and widgets

Streamline your tasks with the G.J. Software To-Do list. Learn how to track, assign, and complete manual and automated tasks, reassign items to colleagues, and generate comprehensive To-Do reports to…

Managing To-Do lists

Learn how G.J. Software automatically generates To-Do tasks for key events like job milestones, insurance expiries, and accounting issues. This guide covers trigger types and explains how to configure role-based…

Automated To-Do task triggers

Master advanced search and filtering in G.J. Software. This guide explains how to use list views, sort columns, and apply filters to find jobs, leads, and contacts, including how to…

Advanced search and filtering: Finding jobs, leads, and documents

Configure and manage G.J. Software notifications, including in-app To-Do tasks, email alerts, and calendar reminders. Learn how to customise role-based permissions and set up email recipients to stay informed on…

System notifications: Managing in-app and email alerts

Learn how to access the G.J. Software reporting system, navigate the report library, and run performance reports. This guide covers filtering results, exporting data to PDF or Excel, and managing…

Accessing the reporting system

Patrick Haley

Daily workflows and finding data within the Portal.

Navigating Your Workspace

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