If you’re new to JobBOSS², the first few weeks can feel overwhelming. With so many features packed into one system, it’s easy to miss key steps that affect everything from quoting jobs to collecting payments.
This guide breaks down exactly what every user should learn in their first 30 days. Whether you’re a shop floor worker, a production manager, or a company owner, this JobBOSS² training checklist helps you avoid common mistakes and get the most out of your ERP investment.
Week 1: Start with the Basics
1. Log In and Explore the Dashboard
On Day 1, make sure each user can log into the system without issues. Explore the dashboard and get comfortable with how it looks. Focus on modules like Quotes, Jobs, Scheduling, Inventory, and Invoicing. Each person should know how to reach the tools they’ll use daily.
Tip: Bookmark important screens. Time saved navigating is time earned on the floor.
2. Know Your User Role
JobBOSS² has different permission levels. Make sure users only see what they need to do their jobs. This helps reduce confusion and limits errors caused by unauthorized access.
For example:
- Sales reps should focus on Quotes and Customers.
- Production staff should access Jobs and Time Tracking.
- Admins need full visibility for reporting and system settings.
3. Set Up Company Defaults
Before diving into real jobs, make sure your system has the right default settings:
- Standard lead times
- Labor rates
- Default tax codes
- Units of measure
Setting these early prevents data issues later. You can always refine them over time, but a solid starting point helps everyone stay on the same page.
Week 2: From Quotes to Jobs
4. Create a Quote
JobBOSS² makes it easy to build detailed quotes for custom jobs. But accuracy is key. Make sure your team knows how to:
- Add labor and material costs.
- Apply markup correctly.
- Check for customer-specific pricing.
Misquoting early on leads to big losses later. Get this right now.
5. Turn Quotes Into Jobs
Once a quote is approved, convert it into a live job. This saves time and keeps everything connected. The system carries over job details, saving your team from entering the same info twice.
Double-check:
- Due dates
- Material needs
- Job routing steps
Every mistake fixed now saves headaches later.
6. Understand Job Routing and BOM
Routing is the heart of your production plan. Show users how to set job steps in the correct order, assign them to the right work centers, and adjust if needed. Next, walk through how to build a Bill of Materials (BOM) so parts are accounted for before the job starts.
Week 3: Scheduling, Time Tracking, and Inventory
7. Use the Scheduling Board.
Now that jobs are live, it’s time to schedule them. The visual scheduling board helps managers assign tasks, avoid double-booking machines, and track capacity.
Training points:
- Move jobs with drag-and-drop.
- Adjust work center load.
- Spot and fix bottlenecks early.
A well-managed schedule means fewer rush orders and missed deadlines.
8. Track Labor with Time Collection
Teach staff how to clock in and out of jobs using barcodes or manual entry. This keeps labor costs accurate and gives real-time updates on job progress.
Encourage users to:
- Log time as they go (not at the end of the day).
- Choose the correct job number.
- Add notes when needed.
Bad data here ruins job costing, so build good habits now.
9. Control Your Inventory
Show users how to:
- Add new materials.
- Track part usage on jobs.
- Set reorder levels.
Too much stock ties up cash. Too little causes delays. Inventory accuracy supports everything from quoting to delivery.
Week 4: Wrap Up with Reports and Review
10. Check Job Costs Before Invoicing
Once a job is finished, compare the actual costs to the original quote. Look for:
- Labor hours
- Material use
- Vendor costs
If you’re under or over, figure out why. This step is key to improving your quoting and operations going forward.
11. Generate Invoices
After cost review, generate an invoice directly from the job. Make sure it includes:
- Customer info
- Final price
- Delivery details
- Tax if needed
Invoices in JobBOSS² pull from job data, so accuracy in earlier steps ensures correct billing.
12. Run Essential Reports
Make these part of your weekly or monthly routine:
- Job Status Report—See where jobs stand in real time.
- Quote vs. Actual—Analyze profitability.
- Inventory Valuation—Understand your material spend.
For more insights, read our JobBOSS² Training Tips That Save You Time, Money, and Mistakes.
Bonus: Setup Support Materials
Great JobBOSS² training doesn’t stop after 30 days. Create a system to keep learning:
- Record short videos for common tasks.
- Create cheat sheets for each role.
- Bookmark important documentation.
Need help building your company’s ERP knowledge base? Visit our ERP Training & Documentation Services to get started.
Why a 30-Day Plan Matters
Rushing into full JobBOSS² use without a plan leads to
- Inconsistent data
- Delayed jobs
- Poor customer experience
- Lost revenue
By focusing each week on specific areas, your team builds confidence without feeling overwhelmed. These habits also improve your shop’s accuracy, scheduling, and job costing long-term.
Final Thoughts
JobBOSS² is a powerful tool, but only if your team knows how to use it properly. This 30-day JobBOSS² training checklist helps every user—from the front office to the shop floor—get up to speed quickly and correctly.
Want tailored JobBOSS² onboarding or troubleshooting support? Reach out today. We offer personalized guidance based on your workflow, staff, and shop size.