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Jim's Jobs Mobile - Client Management
Jim's Jobs Mobile - Client Management
CLIENT MANAGEMENT
All your clients have a client details page. this is where you can amend information and schedule jobs.
Simply click on “Clients” at the bottom right of your home screen. From there, search for your client. It is from this screen that you can also filter clients, eg: Active, Potential, Quoted etc.
From the within the client detail page you can:
Amend addresses, phone number and emails
Schedule jobs via the “Services” tab
Review previous and upcoming jobs
Click the drop down arrow to access quotes, invoices and payments for the client
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