...
Feature | Status | Jul | Aug | Sep | Oct | Nov | Dec | JanQ1 2021 | |||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Improve Performance: Invoicing, View Diary, Scheduling, Debtors and Creditors Report |
| |||||||||||||||||||||||||||||||||||||||||||||||
2 | JJ WEB: Managing Jobs on the calendar with Monthly, Weekly, Daily Convert a lead to Quote or Job or Visit easily |
| |||||||||||||||||||||||||||||||||||||||||||||||
3 | JJ Mobile: Managing Jobs on the calendar with Monthly, Weekly, Daily Convert a Quote to Job directly |
| |||||||||||||||||||||||||||||||||||||||||||||||
4 | Record Deposits and Overpayments and Credit NotesPublish Release Notes to inform users what’s new in Jim's Jobs in each version |
| |||||||||||||||||||||||||||||||||||||||||||||||
5 | Improve security with Multi-Factor AuthenticationJJ WEB: Managing Jobs on the calendar with Monthly, Weekly, Daily |
| |||||||||||||||||||||||||||||||||||||||||||||||
6 | Convert a lead to Quote or Job or Visit easilyJJ Mobile: Managing Jobs on the calendar with Monthly, Weekly, Daily |
| |||||||||||||||||||||||||||||||||||||||||||||||
7 | Convert a Quote to Job Invoice directly |
| |||||||||||||||||||||||||||||||||||||||||||||||
8 | Convert a Quote to Invoice directly | statusSend booking confirmation and/or reminder to customers by SMS |
| ||||||||||||||||||||||||||||||||||||||||||||||
9 | Filter Quotes by status or client name Set up default GL accounts for new Mowing users |
| |||||||||||||||||||||||||||||||||||||||||||||||
10 | Send booking confirmation and/or reminder to customers by SMSDefine Unit price and Description for Line Items to be used when creating a quote or Job |
| |||||||||||||||||||||||||||||||||||||||||||||||
11 | Publish Release Notes to inform users what’s new in Jim's Jobs in each versionRecord expenses with attaching the receipt via the mobile app |
| |||||||||||||||||||||||||||||||||||||||||||||||
12 | Set up default GL accounts for new Mowing users |
| colour | GreenCreate and send Payment Receipt to clients
| |||||||||||||||||||||||||||||||||||||||||||||
13 | View email attachments on a smartphone before sending the email |
| |||||||||||||||||||||||||||||||||||||||||||||||
14 | Define Unit price and Description for Line Items to be used when creating a quote or Job
| 15 | Attach files (Office, PDF and image files) when sending a quote or invoice to clients |
| 16 | Send Unpaid Invoices Reminder to customers by Email||||||||||||||||||||||||||||||||||||||||||||
15 | Customer Service Improvement |
| 17 | ||||||||||||||||||||||||||||||||||||||||||||||
16 | Document Library: Select files from your document library to be attached to an email |
| 18 | View the history of a job including notes, job photos, sent emails and SMSs and phone calls details |
| 19 | Email and message clients directly from Jims Jobs using email and Text templates |
| 20 | Customer Service Improvement |
| 21 | Record expenses with attaching the receipt via the mobile app |
| 22 | Create and send Payment Receipt to clients||||||||||||||||||||||||||||||||||
17 | Improve security with Multi-Factor Authentication |
| |||||||||||||||||||||||||||||||||||||||||||||||
18 | Record Deposits and Overpayments and Credit Notes |
| |||||||||||||||||||||||||||||||||||||||||||||||
19 | Filter Quotes by status or client name |
| |||||||||||||||||||||||||||||||||||||||||||||||
20 | Send Unpaid Invoices Reminder to customers by Email |
| |||||||||||||||||||||||||||||||||||||||||||||||
2321 | Customise Invoice and Quote default emailEmail and message clients directly from Jims Jobs using email and Text templates |
| 24 | Document Library: Select files from your document library to be attached to an email |
| ||||||||||||||||||||||||||||||||||||||||||||
25 | 22 | Enhancing Quoting: Support quantity and unit price, quote number, reference detail, Job location |
| ||||||||||||||||||||||||||||||||||||||||||||||
2623 | Bank Transaction Reconciliation |
| |||||||||||||||||||||||||||||||||||||||||||||||
24 | Customise Invoice and Quote default email templates |
| 27 | ||||||||||||||||||||||||||||||||||||||||||||||
25 | Checklists and Tasks: Define and interact with checklists and tasks to improve quality and consistency and ensuring Work Safe |
| |||||||||||||||||||||||||||||||||||||||||||||||
2826 | Capture photo and videos: Take photos and record videos from within Jims Jobs app and they’re automatically saved to the job |
| |||||||||||||||||||||||||||||||||||||||||||||||
2927 | Online Quote Acceptance: Email or TXT clients a link to accept quotes and pre-service agreement online |
| |||||||||||||||||||||||||||||||||||||||||||||||
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. |
| 31 | Checklists and Tasks: Define and interact with checklists and tasks to improve quality and consistency and ensuring Work Safe||||||||||||||||||||||||||||||||||||||||||||||
29 | View the history of a job including notes, job photos, sent emails and SMSs and phone calls details |
| |||||||||||||||||||||||||||||||||||||||||||||||
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 |
| |||||||||||||||||||||||||||||||||||||||||||||||
3231 | Optimise Jim's Job Web for iPad |
| |||||||||||||||||||||||||||||||||||||||||||||||
3332 | Enhance contacts management JJW: Managing clients duplicates and do bulk actions |
| |||||||||||||||||||||||||||||||||||||||||||||||
33 | E-Payments: Take payment straight away through the app, or send clients a link to pay online |
| |||||||||||||||||||||||||||||||||||||||||||||||
34 | Provide Region analytics for Franchisors: Regional Franchisor Management dashboard |
| |||||||||||||||||||||||||||||||||||||||||||||||
35 | Integrate with Building Inspection app |
| |||||||||||||||||||||||||||||||||||||||||||||||
36 | Mapping functionality like old Jimbo for Skip Bins division |
| |||||||||||||||||||||||||||||||||||||||||||||||
37 | Split Quoting for Fencing |
| |||||||||||||||||||||||||||||||||||||||||||||||
38 | Track Franchisee mood and grateful diary |
| |||||||||||||||||||||||||||||||||||||||||||||||
39 | Provide Market Intelligence for Franchisees (ex. Avg prices in the region, conversion rates, etc) |
| |||||||||||||||||||||||||||||||||||||||||||||||
40 | Optimise daily run |
| |||||||||||||||||||||||||||||||||||||||||||||||
41 | Digital local area marketing |
| |||||||||||||||||||||||||||||||||||||||||||||||
42 | Track opening quote email by the customer |
| |||||||||||||||||||||||||||||||||||||||||||||||
43 | Inventory Management (Stock control) |
|
...