Harbour Job Control

Work Queue

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Companies

Companies and trusts

Individuals

Contacts

Assists

People we're helping — pre-quote, investigatory

Admin

Derek only

Task Library

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Job Templates

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Edit Job Template

Tasks run in the order listed below

Code Name Default assignee Active

Tasks in this Job

Team Members

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Service Reminders

Reminders due in a date range, across all clients

From

To

Include paused Include cross-sell

Reminder Rules

How many days before the due date each reminder first goes out, and how many days after the due date to chase if it is still not done. These apply to every client on that reminder type. Leave the chase box blank for no overdue chase.

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Email Templates

The subject and wording of each reminder email. Pick a template, edit it, press Preview to see it exactly as the client will (with the standard Harbour signature added), then Save.

Template Subject Body

Placeholders you can use: {Company} = the client / company name, {FirstName} = the contact’s first name. Type them exactly, with the braces; they are filled in per client when the email is sent.

New Company / Trust

Add a company or trust to the system

Client Name * Type State Registration Number Tax Number Registration Date Notes

Add a Contact

Optional — link an existing contact, or fill in the fields to create a new one.

Link an existing contact

— or create a new contact —

First Name Surname Cell Email Primary contact — the person reminders go to

New Individual

Add a person as a client in their own right — their personal tax reminders go straight to them

First Name * Surname *

Filed as — — surname first, matching the rest of the individual list.

Cell Email Tax Number Provisional taxpayer?

Not known yet is the safe default: the reminder wording is conditional (“IF YOU ARE A PROVISIONAL TAXPAYER…”), so an extra reminder costs nothing and a missed one costs a penalty.

Import from QuickBooks

Pulls customers from QuickBooks, matches them against your existing clients by name, and lets you add the ones that aren't in Job Control yet.

Checking connection…

Add as type:

Update contact details in QuickBooks

Compares each linked customer's contact person (name, email, phone) in Job Control against QuickBooks and lets you push the differences back, so invoice emails are addressed to the right person. The company name in QuickBooks is never changed.

Import from QuickBooks

Reads new invoices and sales receipts from both your QuickBooks companies, works out the client for each line from the name in [square brackets], checks for duplicates, and shows you the jobs it would create. Nothing is created until you approve it.

Document Templates & KBs

Upload or replace a trust / SARS template — or the standing certified IDs (ids/) — in the private storage bucket. The new file overwrites the old one on the same key, so nothing downstream breaks; no dashboard needed.

1 · Choose the file (.docx or .pdf) 2 · Which file it replaces

Knowledge Base

Upload a KB markdown file — it lands verbatim in the database, where Claude reads it. No bucket, no dashboard.

1 · Choose the .md file 2 · Which knowledge base Version (optional)

Field maps

The fill-instruction files (manifest.json and one .json per document). Choose them all at once — each lands in the private bucket under maps/ and overwrites the one it replaces.

Choose the .json files (you can select many)

Documents

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○ Data check ▾

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○ Master's office ▾

○ Client documents ▾

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○ What this job needs ▾

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○ Upload documents ▾

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Add files

Drag & drop files here

or tap to choose — you can add several at once

○ Facts ▾

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○ Hand to Claude & generated pack ▾

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Review facts

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New Job

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Job Number Job Type / Template Assigned To Starting Lane

Action note (optional)

Shows as a green line on the card while the job is in Act Now.

Notes (optional)