Jim's Jobs Road Map- External

We’re listening to your feedback and working hard to improve Jim’s Jobs. Here's what’s coming in the next months:

Feature

Jul 2020

 

Aug

Sep

 

Oct

 

Nov

 

Dec 2020

 

Feature

Jul 2020

 

Aug

Sep

 

Oct

 

Nov

 

Dec 2020

 

1

Web Calendar View

 

 

 

 

 

 

 

 

 

 

 

 

2

Convert a lead to Quote or Job or Visit easily 

 

 

 

 

 

 

 

 

 

 

 

 

3

Convert a Quote to Job directly 

 

 

 

 

 

 

 

 

 

 

 

 

4

Enhance Onboarding Processes

 

 

 

 

 

 

 

 

 

 

 

 

5

Attach files to an email 

 

 

 

 

 

 

 

 

 

 

 

 

6

Unit price and Description for Services/Items Provided 

 

 

 

 

 

 

 

 

 

 

 

 

7

Mobile Calendar View 

 

 

 

 

 

 

 

 

 

 

 

 

8

Improve security with Multi-Factor Authentication

 

 

 

 

 

 

 

 

 

 

 

 

9

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

 

 

 

 

 

 

 

 

 

 

 

 

10

Support Over-payments and Prepayments 

 

 

 

 

 

 

 

 

 

 

 

 

11

Follow Up Automation: Bookings, Payments, Quotes

 

 

 

 

 

 

 

 

 

 

 

 

12

Xero's app partner certification

 

 

 

 

 

 

 

 

 

 

 

 

13

Enhance Quoting and Invoicing 

 

 

 

 

 

 

 

 

 

 

 

 

14

Enhance Xero integration 

 

 

 

 

 

 

 

 

 

 

 

 

15

Email and message clients/leads directly from Jim's Jobs using email and text templates

 

 

 

 

 

 

 

 

 

 

 

 

16

Customer Service Improvement

 

 

 

 

 

 

 

 

 

 

 

 

17

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

 

 

 

 

 

 

 

 

 

 

 

 

18

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

 

 

 

 

 

 

 

 

 

 

 

 

19

Online Quote or Service Warranty Acceptance

 

 

 

 

 

 

 

 

 

 

 

 

20

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

 

 

 

 

 

 

 

 

 

 

 

 

21

Convert a Quote to Invoice 

 

 

 

 

 

 

 

 

 

 

 

 

22

Design your own Quote and Invoice template 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Jan 2021

 

Feb

 

Mar

 

Apr

 

May

 

Jun 2021

 

 

Jan 2021

 

Feb

 

Mar

 

Apr

 

May

 

Jun 2021

 

1

E-Payments

 

 

 

 

 

 

 

 

 

 

 

 

2

Record expenses with attaching the receipt via the mobile app

 

 

 

 

 

 

 

 

 

 

 

 

3

Bank Transaction Reconciliation 

 

 

 

 

 

 

 

 

 

 

 

 

4

Optimise Jim's Job Web for tablets- iPad 

 

 

 

 

 

 

 

 

 

 

 

 

5

Region Analytics and Market intelligence 

 

 

 

 

 

 

 

 

 

 

 

 

6

Integrate with Building Inspection app 

 

 

 

 

 

 

 

 

 

 

 

 

7

Mapping functionality like old Jimbo for Skip Bins division 

 

 

 

 

 

 

 

 

 

 

 

 

8

Split Quoting for Fencing 

 

 

 

 

 

 

 

 

 

 

 

 

9

Quote Options 

 

 

 

 

 

 

 

 

 

 

 

 

10

Track Franchisee mood and grateful diary 

 

 

 

 

 

 

 

 

 

 

 

 

11

Auto-scheduling & Route Optimisation

 

 

 

 

 

 

 

 

 

 

 

 

12

Digital local area marketing 

 

 

 

 

 

 

 

 

 

 

 

 

13

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)

 

 

 

 

 

 

 

 

 

 

 

 

14

Request and track a read receipt when sending quotes and invoices

 

 

 

 

 

 

 

 

 

 

 

 

15

Inventory Management (Stock control)