G.J. Gardner

Learn how to reassign a job to a new client in G.J. Software, including necessary permissions and important steps to avoid miscommunication.

How to Change Client on Job

Learn how to finalise a job. Steps include payment checks, waiting periods, and troubleshooting errors for accurate closure.

How to Finalise a Job

Learn how to accurately mark jobs as Not Proceeding, including handling expenses, claims, and DPP jobs, ensuring all records are updated.

How to Not Proceed a Job

Patrick Haley

Vanessa Maroney

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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.

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

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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.

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

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

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

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