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Frequently Asked Questions
Below you will find answers to the questions we get asked the most about for Jacktrade.
Topic : Getting Started
Related Content : Getting Started
(27) Topics
How do I get started?
Starting is easy. Simply go to https://jacktrade.co/signup-new/ to create an account and set up your business on the platform. Once you have a login, you will be able to download the app from the Apple App Store or Google Play to work from your tablet or mobile device. Please view the On-Boarding section within FAQs and KnowledgeBase for detailed guidance on setting up your business.
How do I get help if I have questions?
Have a Jacktrade-related question? We are happy to help! There are multiple ways we support our clients. Our friendly service team includes chat support, email support, and phone support. Check out our Knowledgebase or browse our FAQs – it’s a great place to start. If you have further questions, contact us via email.
Is my business too small to use Jacktrade?
Jacktrade is a cloud-based, software-as-a-service (SaaS) enterprise platform, so the software scales easily to accommodate every business size, from sole proprietorships to global enterprises. The benefits and advantages of Jacktrade apply equally to all businesses regardless of size. Because we want to help, any size firm can get the best of our suite of features built to optimize your business operations, so don’t worry about being too small!
What is the cost to get started with Jacktrade?
Please view the pricing page at https://jacktrade.co/pricing and check the package that is best suited for your business needs. Our sales team is always available to discuss promotions and offer to make Jacktrade the best value for your investment.
Topic : Invoice and Payment
Related Content : Invoice and Payment
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Will I be able to use Jacktrade to process payments in my country?
Great question. At this time we support almost 80+ countries. We’re working to bring payment processing to more countries, but it will take some time. In the meantime, we wanted to introduce Jacktrade’s payment module to businesses everywhere. We don’t have a specific timeline for availability yet, but we’ll be sure to let you know when we have more information.
Topic : Support
Related Content : Support
(12) Topics
How do I get help if I have questions?
Have a Jacktrade-related question? We are happy to help! There are multiple ways we support our clients. Our friendly service team includes chat support, email support, and phone support. Check out our Knowledgebase or browse our FAQs – it’s a great place to start. If you have further questions, contact us via email.
How secure is my data in Jacktrade?
Jacktrade is built on a robust and flexible security architecture trusted by companies around the world, including those in the most heavily regulated industries. For more information check https://jacktrade.co/security
Org. Security – Jacktrade protects your business data from all other customer data by using a unique identifier that restricts access to your data at every level from anyone outside your authorized users – including us.
User Security – User authentication combined with network-level security by IP address, session restrictions, and audit trails provides control and visibility into what users are doing in the system and their field history.
Programmatic Security – Configurable authenticated sessions secure access to logic, data, and metadata. Jacktrade even offers a source code scanner that produces an internal report analyzing the security of the code.
Have more questions?
You can contact with us instantly through live chat (24×7) or by writing to us at [email protected]
Topic : Pricing
Related Content : Pricing
(5) Topics
How much does Jacktrade cost?
We know each of our clients has unique needs. That’s why we created a range of packages so you can choose the one that fits you best. Whether you are a single user or have multiple locations and a team of users, we have made sure Jacktrade is economical and remains a high-value, feature-rich product. Please contact our Sales team or check the Pricing Information for more details. Start getting MORE with Jacktrade right now.
Which edition of Jacktrade is right for my business?
Jacktrade offers 3 packages each based on your business type. You can choose packages based on if you are a service-based business or a product-based business. Both have 3 types of packages –
FREE – This provides a full range of functionalities with certain usage restrictions like several contacts, segments, Quotes, entities, dashboards, currencies, campaigns, custom forms, and web conversions you can set in your business.
BUSINESS PLUS – This package also has a higher usage capacity than the free package with additional features like a Business calendar, Financials, 3rd party integrations, and automation.
BUSINESS PREMIUM – This package is the top package with unlimited access to most of the functionalities, additional policy access, web payments, business contact management, and scheduling.
Complete details can be seen here on the pricing page – https://jacktrade.co/pricing/
How do I know which plan is best for my business?
Our plans are built to offer you the most commonly required feature needs based on your company size. We’ve created a helpful table to help you compare plan features. Also, you can always switch plans if you think you need something less or more.
Which edition of Jacktrade is right for my business?
Jacktrade offers 3 packages each based on your business type. You can choose packages based on if you are a service-based business or a product-based business. Both have 3 types of packages –
FREE – This provides a full range of functionalities with certain usage restrictions like several contacts, segments, Quotes, entities, dashboards, currencies, campaigns, custom forms, and web conversions you can set in your business.
BUSINESS PLUS – This package also has a higher usage capacity than the free package with additional features like a Business calendar, Financials, 3rd party integrations, and automation.
BUSINESS PREMIUM – This package is the top package with unlimited access to most of the functionalities, additional policy access, web payments, business contact management, and scheduling.
Complete details can be seen here on the pricing page – https://jacktrade.co/pricing/
How do I know which plan is best for my business?
Our plans are built to offer you the most commonly required feature needs based on your company size. We’ve created a helpful table to help you compare plan features. Also, you can always switch plans if you think you need something less or more.
Topic : Resources
Related Content : Resources
(1) Topics
Who can use Jacktrade in my company?
Jacktrade is available for all types of users, from admin to sales to operations specialists. You can extend Jacktrade to everyone in your company and receive a user discount based on your package options. Admins can choose permissions for each person to make sure they have the right amount of access. For more information on how to get your whole company on Jacktrade check out our knowledge base for onboarding.
Topic : Security
Related Content : Security
(4) Topics
Who can see what in the application?
Jacktrade comes up with a robust feature of permission management. You can define the roles and permissions for your users. You can set up who has access to which modules and further you can set access type to full access, view only, or no access.
That way you can get your team onboard on Jacktrade with complete control of the data visibility.
Will my data be secure and private on a cloud platform?
We believe that success is built on trust and trust is at the core of everything we do here. We ensure that our customer’s data is completely safe and secure with a multi-layered approach to protect your information.
We constantly monitor and take measures to improve our application, system, and process to protect the integrity and availability of the information that is vital to your business.
Topic : Billing
Related Content : Billing
(20) Topics
Can I switch plans?
Of course! You can switch plans whenever you want. Just log on to www.jacktrade.co and follow the steps on the subscription page to update the plan.
Can I decrease my monthly payment?
By downgrading the edition you currently use or disabling additional services (such as additional user seats), your monthly bill may decrease. Please contact the support team. This option may not be available to you if you have committed to a higher level of service (via an annual contract as an example).
Topic : Integration
Related Content : Integration
(2) Topics
What accounting software does Jacktrade sync with?
Jacktrade syncs with QuickBooks online. Learn more on the Integrations page.
What accounting software does Jacktrade sync with?
Jacktrade syncs with QuickBooks online. Learn more on the Integrations page.