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Record Deposits and Overpayments and Credit Notes Improve security with Multi-Factor AuthenticationConvert a lead to Quote or Job or Visit easily statusSend booking confirmation and/or reminder to customers by SMS Publish Release Notes to inform users what’s new in Jim's Jobs in each version GreenCreate and send Payment Receipt to clients

Define Unit price and Description for Line Items to be used when creating a quote or Job Send Unpaid Invoices Reminder to customers by Email E-Payments: Take payment straight away through the app, or send clients a link to pay online Create and send Payment Receipt to clients Customise Invoice and Quote default email Lead becomes a future call or an appointment to quote (both in the diary), or a quote, or a job, or a rejected job Checklists and Tasks:  Define and interact with checklists and tasks to improve quality and consistency and ensuring Work Safe

Feature

Status

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Q1 2021

1

Improve Performance: Invoicing, View Diary, Scheduling, Debtors and Creditors Report

Status
colourGreen
titleIN Progress

2

JJ WEB: Managing Jobs on the calendar with Monthly, Weekly, Daily Convert a lead to Quote or Job or Visit easily

Status
colourBlue
titleSHIPPED

3

JJ Mobile: Managing Jobs on the calendar with Monthly, Weekly, Daily Convert a Quote to Job directly

Status
colourGreenBlue
titleIN ProgressSHIPPED

4

Publish Release Notes to inform users what’s new in Jim's Jobs in each version

Status
colourGreen
titleIN Progress

5

JJ WEB: Managing Jobs on the calendar with Monthly, Weekly, Daily

Status
colourGreenBlue
titleIN ProgressSHIPPED

6

JJ Mobile: Managing Jobs on the calendar with Monthly, Weekly, Daily

Status
colourBlueGreen
titleSHIPPEDIN Progress

7

Convert a Quote to Job Invoice directly

Status
colourBlue
titleSHIPPEDNOT STARTED

8

Convert a Quote to Invoice directly

Send booking confirmation and/or reminder to customers by SMS

Status
colourGreen
titleNOT STARTEDIN Progress

9

Filter Quotes by status or client name Set up default GL accounts for new Mowing users

Status
colourGreen
titleIN Progress

10

Define Unit price and Description for Line Items to be used when creating a quote or Job

Status
colourGreen
titleIN Progress

11

Record expenses with attaching the receipt via the mobile app

Status
colourGreen
titleIN ProgressNOT STARTED

12

Set up default GL accounts for new Mowing users

Status
colour

Status
titleIN ProgressNOT STARTED

13

View email attachments on a smartphone before sending the email

Status
colourGreen
titleIN Progress

14

Status
colourGreen
titleIN Progress

15

Attach files (Office, PDF and image files) when sending a quote or invoice to clients

Status
colourGreen
titleNOT STARTEDIN PROGRESS

16

15

Customer Service Improvement

Status
titleNOT STARTED

17

16

Document Library: Select files from your document library to be attached to an email

Status
titleNOT STARTED

18

View the history of a job including notes, job photos, sent emails and SMSs and phone calls details

Status
titleNOT STARTED

19

Email and message clients directly from Jims Jobs using email and Text templates

Status
titleNOT STARTED

20

Customer Service Improvement

Status
titleNOT STARTED

21

Record expenses with attaching the receipt via the mobile app

Status
titleNOT STARTED

22

17

Improve security with Multi-Factor Authentication

Status
colourGreen
titleIN Progress

18

Record Deposits and Overpayments and Credit Notes

Status
colourGreen
titleIN Progress

19

Filter Quotes by status or client name

Status
colourGreen
titleIN Progress

20

Send Unpaid Invoices Reminder to customers by Email

Status
titleNOT STARTED

2321

Email and message clients directly from Jims Jobs using email and Text templates

Status
titleNOT STARTED

24

Document Library: Select files from your document library to be attached to an email

Status
titleNOT STARTED

2522

Enhancing Quoting: Support quantity and unit price, quote number, reference detail, Job location

Status
titleNOT STARTED

2623

Bank Transaction Reconciliation

Status
titleNOT STARTED

24

Customise Invoice and Quote default email templates

Status
titleNOT STARTED

27

25

Checklists and Tasks:  Define and interact with checklists and tasks to improve quality and consistency and ensuring Work Safe

Status
titleNOT STARTED

2826

Capture photo and videos: Take photos and record videos from within Jims Jobs app and they’re automatically saved to the job

Status
titleNOT STARTED

2927

Online Quote Acceptance: Email or TXT clients a link to accept quotes and pre-service agreement online

Status
titleNOT STARTED

3028

Capture signatures: Record proof that the customer is happy to proceed with the job, or pay for work you've just completed. Get staff to sign off on-site audits or checklists.

Status
titleNOT STARTED

31

29

View the history of a job including notes, job photos, sent emails and SMSs and phone calls details

Status
titleNOT STARTED

30

Lead becomes a future call or an appointment to quote (both in the diary), or a quote, or a job, or a rejected job

Status
titleNOT STARTED

3231

Optimise Jim's Job Web for iPad

Status
titleNOT STARTED

3332

Enhance contacts management JJW: Managing clients duplicates and do bulk actions

Status
titleNOT STARTED

33

E-Payments: Take payment straight away through the app, or send clients a link to pay online

Status
titleNOT STARTED

34

Provide Region analytics for Franchisors: Regional Franchisor Management dashboard

Status
titleNOT STARTED

35

Integrate with Building Inspection app

Status
titleNOT STARTED

36

Mapping functionality like old Jimbo for Skip Bins division

Status
titleNOT STARTED

37

Split Quoting for Fencing

Status
titleNOT STARTED

38

Track Franchisee mood and grateful diary

Status
titleNOT STARTED

39

Provide Market Intelligence for Franchisees (ex. Avg prices in the region, conversion rates, etc)

Status
titleNOT STARTED

40

Optimise daily run

Status
titleNOT STARTED

41

Digital local area marketing

Status
titleNOT STARTED

42

Track opening quote email by the customer

Status
titleNOT STARTED

43

Inventory Management (Stock control)

Status
titleNOT STARTED

...