Frequently asked questions

You can easily back up your data in the software by following these steps:

1. Open the Main Menu (usually found in the top left corner of the program window).
2. Select the Save Data option (If you are using version 3 you will need to enter your password).
3. A file browser window will appear.
4. Choose the location where you want to save the backup file (for example, an external USB drive or a network folder).
5. Enter a file name for your backup and confirm the save.

Tip: You can choose to back up only the database, only the settings, or both together.

• For extra safety, it’s recommended to store backups in at least two different locations (e.g., USB drive and cloud storage).

Automatic Backup:
You can also set up automatic backups in the program settings:
1. Go to Main Menu > Settings > Database.
2. In the Backup section, you can set how often automatic backups should be made and where they should be stored.

Important:
– Always make sure the backup location (e.g., USB drive) is connected when the backup runs.
– Regular backups help prevent data loss in case of hardware failure or other issues.

You can restore your data in the software by following these steps:

1. Open the Main Menu (usually in the top left corner of the program window).
2. Go to Settings.
3. Select the Database section.
4. Click the Restore button – The program will display a list of available backups from your backup and archive folders.
5. Select the backup you want to restore from the list.
6. Confirm your selection to start the restore process.

To load your data from another folder in the software, please follow these steps:

1. Open the Main Menu
2. Select Load Data.
3. A file browser window will appear.
4. Navigate to the folder where your backup or data file is located (for example, an external drive or a different directory).
5. Select the appropriate data file (usually with a `.wdg` or `.wdb` extension).
6. Confirm your selection to start loading the data.

Important notes:
– If your backup is stored on an external drive (e.g., USB), make sure it is connected before starting the restore.
– Restoring a backup will overwrite your current data, so make sure to back up your latest data before restoring if needed.
– Do not modify the database files manually while the program is running, as this can cause data loss.

Tip:
Regularly test your backup and restore process to ensure your data is safe.

Yes, your data is protected by multiple security measures:

• Encrypted data transfer (SSL/TLS) between client and server
• Strong password protection and access control
• Regular automated backups

Your data is stored in a secure database file on your computer. The exact location depends on your data backup setup.

You can configure the email module in the software by following these steps:

1. Open the Email Module Settings

– Go to the Main Menu -> Settings.
– Select Email Module.

2. Enter Your Email Account Details

You will need the following information from your email provider:

• SMTP server address (e.g., smtp.gmail.com for Gmail)
• Port number (usually 465 for SSL or 587 for TLS)
• Encryption type (SSL or TLS)
• Email address (the sender’s address)
• Password (the password for the email account)

> Note: For Gmail, you may need to set up an App Password and allow 2-Step Verification in your Google account settings.

3. Save the Settings

– Click OK to store your email configuration.

4. Test the Configuration

– Use the Email function to send a test message and verify that everything is working correctly.

—

Troubleshooting Tips

– If sending fails, check your antivirus or firewall settings—they may block outgoing emails.
– Make sure your email provider allows SMTP connections.
– Double-check your email address, password, and server details.

For more details contact support at info@jobcardsystems.com

Important: 2-Step Verification must be enabled on your Google Account before you can create app passwords.

1. Sign in to your Google Account
2. Go to Security.
3. Under Signing in to Google, select 2-Step Verification.
4. Once 2-Step Verification is active, open this link to create a new app password: https://myaccount.google.com/apppasswords
5. Enter a descriptive name (e.g. “JobCard”) to remember where you’ll use it.
6. Click Generate.
7. A 16-character code will appear on your screen — this is your app password.
8. In our software, go to the Email settings and paste the password into the Password field (without spaces). Copy–pasting with spaces will cause errors.
9. Select Done.

If you need a specific function to be added to the software, here’s what you can do:

1. Submit Your Request:
Contact the software developer or support team and describe the function you need as clearly as possible. Include details about your workflow and why the feature would be useful.

2. Feature Request Evaluation:
The software is a “boxed” (standardized) product, so new features are generally added based on how many users request them and how widely useful they are. Individual, highly specific customizations are usually not implemented to keep the software simple and user-friendly for everyone.

3. No Paid Custom Development:
The company’s policy does not allow accepting payment for individual custom developments, as this could make the software too complex and difficult to maintain.

4. Alternative Solutions:
Many needs can be met by using the software’s existing customization options, such as adding custom fields or adjusting settings. If you describe your requirement, support may help you find a workaround within the current system.

1. Download the Installer:
   • Navigate to the official software website or the provided download link.
   • Click on the ‘Download for Windows’ button.
   • Save the installer (.exe file) to a location on your computer, such as the Downloads folder.
2. Run the Installer:
   • Locate the downloaded installer in the folder you saved it to.
   • Double-click on the installer file to begin the installation process.
3. User Account Control Prompt:
   • You may see a prompt asking if you allow the app to make changes to your device. Click ‘Yes’ to proceed.
4. Welcome Screen:
   • Once the installation wizard opens, you’ll be greeted with a welcome screen.
   • Click ‘Next’ to continue.
5. License Agreement:
   • Read the terms and conditions or license agreement.
   • If you agree, select the ‘I accept the terms of the License Agreement’ option.
   • Click ‘Next’ to proceed.
6. Choose Installation Location:
   • The installer will suggest a default location to install the software.
   • Don not change it, but if you wish to change this, click ‘Browse’ and select your desired directory.
   • Once set, click ‘Next’.
7. Select Components (if applicable):
   • Choose the components or features you want to install.
   • After making your selections, click ‘Next’.
8. Begin Installation:
   • Click the ‘Install’ button to start the installation process.
   • Wait for the installation to complete. This may take a few minutes, depending on your system’s speed.
9. Completion:
   • Once the installation is finished, you’ll see a completion message.
   • You may be offered the option to launch the software immediately.
   • Click ‘Finish’ to close the installer.
10. Run:
    • Navigate to the Start Menu or your desktop (depending on where the shortcut was placed).
    • Click on the software icon to launch the application.

Congratulations! You have successfully installed your software on your Windows computer. If you face any issues, please refer to the official documentation or contact the support team.

Our software are compatible with each other so you can transfer data from one program to another by saving and loading the data in the main menu:

1. Save the database and/or settings to an external drive: Menu (top left corner) > Save data
2. Load the database and/or settings from the file in the other program: Menu (top left corner) > Load data

All software of version 3 support server-client mode. If you set the program mode to server in one computer and set the mode to client in another computer, the client can connect to the server and use the servers database.

To set up the network communication needs a network specialist who understands the network protocols. JobCard uses TCP/UDP on port 1527. When the communication is enabled on port 1527 JobCard 3 has to connect.

In most cases the Windows Firewall or the antivirus blocks the communication.

To connect the client to the server do the following:

1. Set the server side JobCard 3 mode to “Server” (Menu > Settings > Database > Mode > Change > Server mode)
2. Check the name of the server computer (Menu > Settings > Database > Server settings > Server name)
3. Set the client side JobCard 3 mode to “Client” (Menu > Settings > Database > Mode > Change > Client mode)
4. Set the server name in the client (Menu > Settings > Database > Client settings > Change)
5. Configure the Windows Firewall with Advanced Security: add incoming and outgoing rules for TCP and UDP port 1527.
6. Configure the normal Windows Firewall (Allow a program or feature trough Windows Firewall > Select the javaw.exe of the JobCard installation directory
7. Configure the router and the antivirus if needed.

Yes, existing licenses can be modified or expanded. If you need more workstations or additional features, you can upgrade your current license to a higher package or request a custom license that fits your needs. When changing licenses, the remaining value of the current license will be deducted from the price of the new one. It is also possible to transfer a license to another company.

• Go to the Main Menu and select Product Activation.
• Enter the activation code you received by email.
• Click the Activate button.
• The program will confirm if activation was successful.

The free license allows you to try the software with its core features at no cost. However, some modules such as invoicing, email sending, statistics, and reminders are only available in a limited way, and customer support is not included. It also does not allow adding your own logo to printouts.

The Solo license works on one computer, the Standard on three, the Pro on five, and for larger numbers of workstations a custom license can be requested. Version 3 software have a built-in database server, so you don’t need to install any other programs.

In that case you should contact the developers through the website. They usually reply within three working days and can also provide a custom license offer if you need a larger number of workstations.

• Double-check that you entered the code correctly (no extra spaces).
• Make sure you have an active internet connection.
• If the code was already used, request a new activation code.
• If you still have issues, contact support.

After purchasing or registering the software, you will receive your activation code via email. If you did not receive it, please check your spam folder or contact support.

No, your data is preserved in the database even if activation fails or expires.

You can set logo in Main menu > Settings > Logo. Logo should be enabled in printout settings too: Main menu > Settings > Printout > [Select printout] > Header logo / Footer logo. The logo size should be not too large if you want to keep your database and your PDF files small (e.g. 250×250 or 1024×180, …).

Supported formats are: PNG, JPG, JPEG. If your logo has sharp lines then PNG format is recommended. If your logo has gradients and smooth areas then JPG is recommended.

It is possible to set a password reset email address for each user account. This allows users to reset their password if they forget it, by receiving a verification code via email.

1. Go to the Main Menu and select Users and privileges
2. Select the user account you want to edit.
3. Click on Set Password recovery.
4. Enter your password and your email address and save the changes.

If you are a regular user, ask your system administrator to reset your password. If you are the system administrator and lost your password, please contact the software developer for assistance (remote desktop connection may be required).

Reset through your recovery email address

• If a user set a password recovery email address before, they can click the Forgot Password link on the login screen.
• The system will prompt for the registered email address.
• A verification code will be sent to that email.
• The user can use the code to set a new password.

Note:

• Make sure the email address is valid and accessible, as the reset instructions will be sent there.
• If you do not receive the reset email, check your spam/junk folder or verify that the email address is correct in the user settings.

If you have any trouble logging in, contact the developer.

Updating the software is simple and can usually be done automatically. Here’s how you can update your software:

Preparation Before Updating

• Ensure you have an active internet connection. The update is downloaded from the central server.
• Choose a suitable time for the update, preferably when the software is not in use.

—

Updating on a Single Computer

1. Start the program.
2. After a few seconds, the software will automatically check for available updates on the central server.
3. If an update is available, it will be downloaded in the background. You can see the download progress in the program’s footer.
4. Once the download is complete, the program will ask if you want to install the update.
5. Confirm to install. The program will update itself and restart.

—

Updating in a Multi-Computer (Network) Environment

1. Close all client programs on the network.
2. Update the server program first (as described above).
3. Restart the client programs after the server has been updated.

—

If the Automatic Update Does Not Start

• Check your internet connection.
• Restart the program.

If the update still does not start, you can manually update:

1. Close the program completely.
2. Download the latest installer from the official website.
3. Install it into the same folder as your current program (your settings and data will not be overwritten).

—

Tip:
Only the latest version is legally allowed to be used, and only the latest version is guaranteed to comply with regulations.