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Welcome to Jim's Jobs Web!
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Feel free to provide constructive feedback using the Feedback links in the system.
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Video Tutorials
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- Adding a Client
- Adding a Job
- How to use the web version of Jim's Jobs
1. Getting Started
System requirements
- add Purchases
- Using Clients Function
- Creating an Invoice
- Creating a Quote
- Using the Diary
- Creating a Custom Service
- Adding Text to a Quote
- Converting a Quote to a Job
- Further Information
More to Come!
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1. Getting Started
System requirements
Any modern PC from within the last 10 years or so, running an up-to-date version of any of the following browsers1 will be capable of running Jim's Jobs Web:
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There is no installation required on your computer for Jim's Jobs Web as it is completely web-based and accessible from https://jobs.jims.net/.
Step 2. Mobile
iOS
- Click HERE to download the iOS app
- Or Scan below QR Code:
Android
Note for
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Android users:
Please note after installing the app on your iOS device, you’ll need to go from your phone’s home screen to Settings > General > Device Management and Under the Enterprise App heading, you will see a profile for Jim’s Group Pty Ltd. Tap on it and then confirm you trust it. You should now be able to launch the app.
Android
Note for Android users:
Before downloading, open Settings > Device & Privacy > Unknown Source Installation and turn it on for Chrome and File Manager. Note, that the Before downloading, open Settings > Device & Privacy > Unknown Source Installation and turn it on for Chrome and File Manager. Note, that the location of these settings can vary from phone to phone. Please search settings, or contact Infotech if you’re having trouble finding it for your phone.
- Click HERE to download the Android app
- Or Scan below QR Code:
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| Area | Information | ||
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Your personal and Business Information | It is advised that you check your personal information on the Settings→ Business Information page.
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| Items & Services Provided | By default, there are Standard Services set up for you (all linked to the single GL001 account) that represent the Services available in your Jim's Division.
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| GL Accounts | By default, there is a single General Ledger account set up for you (GL001). If you wish to set up your own, please review the setup on the Settings→ General Ledger Accounts page. | ||
| Payment Methods | There are a few Payment Methods set up for you. Please review these and ensure that they are all applicable to you and add/delete them as required on the Settings→ Miscellaneous-List/ Payment methods page. | ||
| Employees | By default, there is a single Employee (yourself) that is added to your Employee list. You will need an Employee set up to add in a Job, so either leave yourself as the default employee if you are a single employee Franchisee or otherwise add in all your Employees on the Settings→ Employees page. | ||
| Banks | By default, there are a few Banks to List set up for you. Please review these and ensure that they are all applicable to you and add/delete them as required on the Settings→ Banks page. | ||
| Holidays | Public holidays and personal holidays can be controlled to ensure that your job schedule for clients avoids these dates. You can edit any holiday on the Settings→ Miscellaneous-list/holidays page. | ||
| Schedule Frequencies | There are a few Schedule Frequencies set up for you. Please review these and ensure that they are all applicable to you and add/delete them as required on the Settings→ Miscellaneous- List/Schedule Frequencies page. | ||
| Countries | You can add a new Country where your business is located. To select a country go to Settings→ Miscellaneous- List/Countries page. | ||
| SMS Templates | You can edit your templates for SMS. To create or edit an SMS go to Settings→ SMS/templates page. | ||
| E-mails Templates | You can edit your templates for E-mails. To create or edit an E-mail goes to Settings→ Email/templates page. | ||
| Auto Follow-Ups | You can choose how many days to wait before a reminder for payment or Quotes. To set this up go to Settings→ Client/ Settings page. | ||
| Xero integration | You can integrate Xero with Jim's Jobs. Go to Settings→ Financial-settings/accounting-integration page. | ||
| Xero Logs | You can check out the log record from Xero. Go to Settings→ Financial-settings/accounting-integration-logs page. | ||
| Data Import | You can only use the JJ Data Import Tool ONE TIME and from ONE source. That means if you want to use re-import afterward, you will need to ask Infotech to wipe your existing data. Go to Settings→ Setup/data-import-tool page. | ||
| Miscellaneous Settings | You can change the Tax Percentage, Auto schedule ahead of days, Invoice expiry days, and Quote expiry. Go to Settings→ Ssetup/miscellaneous-settings page. |
Data Import
- You can only use the Jim's Jobs Data Import Tool for ONE IMPORT and from ONE source. It means a one-off use for this tool:
- That means if you want to use re-import afterward, you’ll need to ask infotech to wipe your existing data.
- If there were invoices imported that have been created for payment records without any invoice. They will get -1 as the invoice number so you can distinguish them.
- To start the data import process:
- Log in to Https://jobs.jims.net on your computer (not a tablet or a phone).
- Click on SETUP. Settings
- Click on Data Import Tool.Import
- Click Select Source.
- Continue reading below for more information regards each import source.
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1- If your Formitize account is integrated with your Xero account, you must not import the InvoicesWithLineItems.csv exported from Formitize. Please see HERE for more information to integrate Jim's Job with Xero.
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- Job remaining today
- Unpaid invoices
- Active quotes
- Uncontacted Leads
- Revenue Forecast
- Profit & Loss
You can go through each of them by clicking on the numbers colored in blue .
3. Diary Anchor Diary Diary
| Diary | |
| Diary |
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It’s best to record any extra work that you did before you enter payment options. This will keep the accounting clearer. |
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4. LeadsLeads
Active Leads
In the Leads module, you can see the leads you have received from Jim. You will still receive an SMS for the lead as you currently do. The only change is that it will also appear in your Jim's Jobs Web and Jim's Jobs Mobile if you are using them both.
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To add a new client, go below under Dashboard on the left there is the Client module. Click on the client and top right you will find the New Client button
This will display a blank client screen, where you can type in the relevant personal and contact details, when you serve them, and how you want to bill them.
This functionality is described detailed further in this document.
When you add a pickup in Jim's Jobs, it will push through to Jim's Online and Xero (if applicable). There is no longer a need to enter them into Jim's Online.
and how you want to bill them.
This functionality is described detailed further in this document.
When you add a pickup in Jim's Jobs, it will push through to Jim's Online and Xero (if applicable). There is no longer a need to enter them into Jim's Online.
Adding addresses to your clients/pickups using Google
In Jim's Jobs, you can add your client's address using Google's API if the address already exists. This means that you only enter the address on One field and Google pops up with a list of addresses while you type and if the address is on the list, you just select the specific one. Please go through the video attached using Jim's Jobs Web
Jim's Jobs and 1 more page - Work - Microsoft Edge 2023-04-19 12-12-05.mp4
If you prefer using Jim's Jobs Mobile, on your phone, the same feature is available. Please go through the video below attached.
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Adding addresses to your clients/pickups manually
If your client's address does not exist in Google, then you can add manually his/her address field by field. You need to make sure you filled out the following fields:
- State/Country
- Suburb
- Postcode
- Street
- Street No
- Unit No ( If applies)
When you use Jim's Jobs Web, there is a dropdown menu when you click on " Enter Manually", please see the video below.
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If you prefer using Jim's Jobs Mobil on your phone, please go through the below video.
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Finding Existing Clients
If you wish to view or edit an existing client, first click on the Clients module. This will bring up the main screen which will display all the clients you have previously entered and saved.
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| Status | Meaning |
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| Active | This means you’re doing work for them. Most of your clients will be active. (Whether they are regular or casual is specified under Services and Scheduling - section 2.4) |
| Bad debtor | This client isn’t paying their bills, and you likely don’t want to schedule any more jobs for them. |
| Canceled | You have serviced the client in the past, but they’ve since canceled the service. These clients don’t normally appear on your client's list – if you want to access them go to the Clients screen and select client status Cancelled. Once the client is canceled, all the clients' NOT DONE jobs will be deleted. |
Billing address | This client may be a corporate client or a private rental property owner, where you service several addresses but just bill the one address. Or, it may be in the system because you send an account to a different address to your service address (ie. PO boxes, etc). |
| Transferred | The client is now being serviced by another operator. Once the client is transferred, all the clients' NOT DONE jobs will be deleted. |
| Potential client | The potential client is a lead contacted |
By typing the address, note that this information is validated to ensure that the Address conforms to a valid address in FMS.
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For more detailed information on creating and managing quotes
How to Create and Manage Quotes
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7. Invoices
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This allows you to record those cheques you have written to your suppliers have been presented and cleared as confirmed against your bank statement.
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Xero integration
NOTE: As of August 2023, Xero integration WILL NOT be available to users who have not already connected to Xero, until the next version of Jims Jobs is released.
Jim's Job can be integrated into the Xero system for your accounting. Click HERE to find out how to do it.
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You can go through the communication you have had in Jim's Job. You can check out the different communication types of your clients with this feature.
Filters for Communication History feature
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You can search all the communication you have had in the system with any client. You just need to type their name and select the data range and hit the "load" button
Email status
You can check out the different communication types of your clients with this feature. These are the email statutesThese are the possible email statutes.
- "Sent" - Message sent, but still too early to know if it was successful.
- "Bounce" - Message bounced. Contact infotech to investigate.
- "Delivered" - Successfully sent with no bounce.
- "Open" - Client has opened the email (this status can be triggered by some spam filters so is unreliable).
- "Click" - Client has clicked a link inside the email
Call status
For calls that may come from Jim's customer contact center, you can track them down in the communication history. The only status is "called"
SMS status
For SMS these are the possible statuses
- "Failed"- Message fails to be sent to the end-customer
- "Confirmed"- Message was successfully sent
- "Device only"- Message was not delivered by the carrier
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12. Settings
Your Business Information Anchor Business Information Business Information
| Business Information | |
| Business Information |
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Payment Methods Anchor Payment Methods Payment Methods
| Payment Methods | |
| Payment Methods |
A payment method is the way that customers pay for a service. To add a new payment method please click on +ADD NEW.
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13. Support Anchor Support Support
| Support | |
| Support |
- Phone 1300 130 490 (+61 3 9496 1427) for 24/7 phone support provided by our Front Line team.
- If they are unable to resolve your inquiry, they will escalate your request.
- Contact InfoTech@jims.net for email support.
- Check https://status.jims.net for any outages.
- For urgent "business hours" assistance, call the National Office on 61 3 9780 9998, Monday to Friday, 9 am to 5 pm excluding public holidays.
- If we are unable to take your call, please leave a message and we'll get back to you as soon as we are available.
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Submit new ideas and have your say on what needs to change. To Submit a new idea please click on + Submit idea.
Click here to /wiki/spaces/~62d4080a3ace3a8e7387c932/pages/2583756813
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