G.J. Gardner

Patrick Haley

The foundation for every G.J. Software user, covering system entry, initial setup, and workspace navigation

Platform Essentials & Getting Started

Resolve technical issues efficiently using the G.J. Software support tools. Learn how to submit automatic bug reports, use the manual chat interface, write effective issue descriptions, and track ticket status…

Support: Reporting bugs and requests

Shape the future of G.J. Software by submitting feature requests. Learn how to access the feedback portal, search for existing ideas, vote on suggestions, and write well-structured requests that help…

Support: Submitting feature requests

How to reset password

The "Day 1" essentials for every G.J. Software user.

Welcome & Support

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

Quick answers to common support questions: how to contact us, what we help with, weekend support, bug reporting and priorities, submitting feature requests, and third-party integration support.

Support FAQ

Master the G.J. Software Builder Portal with this essential guide to navigation and the user interface. Covers the top navigation bar, sidebar modules (Sales, Jobs, Schedules), workspace layouts, and tips…

Introduction to G.J. Software: General navigation and UI overview

Manage your G.J. Software personal settings with ease. Learn how to update your profile photo and digital signature, change your Google account password, set language preferences, and securely log out…

User profile: Managing your photo, signature, and personal settings

Manage work schedules with G.J. Software’s iCalendar (.ics) reminders. Learn how to receive, add, and automatically update To-Do tasks and Meeting activities in Google Calendar, Outlook, or Apple Calendar for…

Platform basics: System calendar reminders

Daily workflows and finding data within the Portal.

Navigating Your Workspace

Optimise your G.J. Software experience with these browser best practices. Learn how to configure Google Chrome, manage cookies and pop-ups, use Chrome profiles effectively, and troubleshoot performance issues for a…

Browser optimization: Best practices for speed and security

Access Google Drive files directly from your computer’s file system with Google Drive for Desktop. Learn how to install the app, manage G: drive files, work with Microsoft Office documents,…

Platform basics: Google Drive for Desktop

Fix Builder Portal login and session issues with this troubleshooting guide. Learn about common causes for unexpected logouts, how to perform a hard refresh, browser cookie settings, and how to…

Troubleshooting: Login and session issues

cting G.J. Software to external tools, managed integrations, and your local machine.

Desktop & System Foundations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.