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

Web Calendar View

Convert a lead to Quote or Job or Visit

Convert a Quote to Job

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

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

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

Convert a Quote to Invoice directly

Send booking confirmation and/or reminder to customers by SMS

Set up default GL accounts for new Mowing users

Define directly 

Enhance Onboarding Processes

Attach files to an email 

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

Record expenses with attaching the receipt via the mobile app

Create and send Payment Receipt to clients

View email attachments on a smartphone before sending the email

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

Customer Service Improvement

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

Services/Items Provided 

Mobile Calendar View 

Improve security with Multi-Factor Authentication

Record Deposits and Overpayments and Credit Notes

Filter Quotes by status or client name

Send Unpaid Invoices Reminder to customers by Email

Performance Improvement: Invoicing, View Diary, Scheduling, Debtors and Creditors 

Support Over-payments and Prepayments 

Follow Up Automation: Bookings, Payments, Quotes

Xero's app partner certification

Enhance Quoting and Invoicing 

Enhance Xero integration 

Email and message clients/leads directly from Jims Jim's Jobs using email and Text text templatesstatus

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

Bank Transaction Reconciliation

Customise Invoice and Quote default email templates

Customer Service Improvement

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

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

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

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.

Job Management: Capture photos and videos before and after a job

Online Quote or Service Warranty Acceptance

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

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

Optimise Jim's Job Web for iPad

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

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

Provide Region analytics for Franchisors: Regional Franchisor Management dashboard

Integrate with Building Inspection app

Convert a Quote to Invoice 

Design your own Quote and Invoice template 

E-Payments

Record expenses with attaching the receipt via the mobile app

Bank Transaction Reconciliation 

Optimise Jim's Job Web for tablets- iPad 

Region Analytics and Market intelligence 

Integrate with Building Inspection app 

Mapping functionality like old Jimbo for Skip Bins

division 

Split Quoting for

Fencing status

Quote Options 

Track Franchisee mood and grateful

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

Optimise daily run

Digital local area marketing

Track opening quote email by the customer

diary 

Auto-scheduling & Route Optimisation

Digital local area marketing 

Electronic Forms: Complete site audits, procedures, and checklists in the field, then turn them into professional PDF reports (E.G. Risk Assessment Report, SWMS, Annual Compliance Review)

Request and track a read receipt when sending quotes and invoices

Inventory Management (Stock control)