myJobManager

MJM University

Step-by-step guides with annotated screenshots to help you master every feature of myJobManager.

Getting Started

New to myJobManager? Start here. These guides cover the essential first steps to get your account configured and ready to use.

Quick Start Setup

Configure your company details, business type, address, bank details, and VAT registration.

8 min  ·  8 steps

Creating & Managing Customers

Add customers via Companies House search or manual entry, set up sites, contacts, and payment terms.

10 min  ·  13 steps

Staff Accounts & Permissions

Add team members, create permission groups, and control who can access what.

10 min  ·  10 steps

Understanding Your Dashboard

Navigate the planner, switch views, use filter toggles, and customise widgets.

5 min  ·  6 steps
Getting Started

These guides assume you have already signed up and logged in to myJobManager. If you haven't yet, sign up for free to follow along.

We recommend starting with the Quick Start Setup guide, then adding your Customers and setting up Staff & Permissions.

Sales Pipeline

Follow the sales workflow from pricing through to invoicing. These guides cover the journey from setting up your price list to converting quotes into jobs.

Creating & Managing Price Lists

Create price lists, add items with rates, organise by category, and assign to customers.

8 min  ·  8 steps

Creating a Quote

Create a quote, assign a customer, add items, finalise, and send it by email.

10 min  ·  10 steps

Converting a Quote to a Job

Accept a customer quote and convert it into a job with all items carried over automatically.

5 min  ·  7 steps

Coming Soon

Purchasing & Expenses

Manage suppliers, purchase orders, purchase invoices, and expense claims.

Accounting & Banking

Chart of accounts, bank reconciliation, journals, and financial reporting.

CIS & Subcontractors

Configure CIS deduction rates, manage subcontractors, and submit CIS returns.

Payroll

Set up employees, run payroll, manage pensions, and submit RTI returns to HMRC.

Stock & Manufacturing

Track inventory, manage stock locations, run manufacturing orders, and cost production.