# Getting Started

Welcome to Jamku. We are glad that you have decided to use Jamku to manage your practice.
If you have just purchased Jamku, please also read our Phase wise Implementation Guidelines (opens new window)

This page covers all steps you need to undertake to get started using Jamku

# Step 1 - Team Setup & Data Import

# Implementation Team

Once you have purchased Jamku license, you need to constitute an "Implementation Team" in your office. The term (duration) for this team will typically be 3 months from the date of purchase of Jamku.

# Data Import

Jamku support provides a complete handholding support in importing your data into Jamku. You will need to gather data in the templates provided. Then schedule a Data Import Session, in which the support team will connect via screen sharing session and help you in importing the data.

While gathering or preparing the data, if you have any questions or queries, please do reach out to support team. Based on our past experience of 2 years, typically we get 2/3 calls for queries on how to gather the data. Please inform us at least a day in advance for the data import session to be scheduled.

# Step 2 - Training & Doubt Solving

For bigger offices (15+ Team Members), we provide 2 training sessions

  1. Cover all basis of Jamku - All Team Members
  2. Review & Planning - Team leaders, Managers, Partners, Admin Team

For smaller offices (less than 15 Team Members), both the content of training are covered in a single training session.

Training is typically provided in batches of 12 to 15 users. This ensures, we can answer all the questions in the training session itself. Please inform us at least a day in advance for the training to be scheduled.

# Step 3 - Configuring Jamku

There are many configurations in Jamku, which helps you in configuring it to suit your needs. To provide the best onboarding experience, we have set the best default values for these settings.

List of Configurations

  1. Numbering - Client, Client Group, Task numbering
  2. Enable Document Module (Inward and Outward Tracking)
  3. Enable Sub Task Module (Task under a Task, useful for large engagements like Audit)
  4. Enable "From" and "To" time in Workdone (aka Timesheet)
Last Updated: 14 Jun 2021