Jim's Jobs Mobile - Add New Clients
Adding a new client to Jim’s Jobs via the Mobile App is simple, quick and easy.
This is perfect for when you are out and about and need to add important client details such as street addresses, emails and phone numbers.
When adding in new clients, remember, accurate data is good data! The idea is that you want to add all the details you can so that you won't have to chase up info later on.
Add a New Client
From your home screen, click the plus sign in the top right corner.
Select “New Client / Pickup from the drop down menu.
3. Start adding all of the following details about the client:
First Name
Last Name
Street Address
Select the state from the drop down that appears
Begin typing the suburb and select the appropriate drop down suggestion with the correct postcode
Mobile
Email
Billing Address
Reminder settings
Do It Once!
If you have entered in all of the above accurately, then you won’t have to worry about entering it in again in the future. All the clients details will automatically be filled out when creating jobs, creating quotes, sending out reminders, and sending invoices.
Did you know?
If you enter the street address using the drop down prompts, you will have peace of mind that the address is correct, why? Because Jim’s Jobs Mobile App links to google maps!
With all client addresses filled out correctly, you will notice a blue “drop pin” next to their address. Click this and instantly obtain directions to the clients address.
In addition to this, if a clients mobile number is correct, you can call them directly from the app by clicking on their phone number.
Have a go!
Give the above a try with a test client. Jim’s Jobs Mobile App is yours to use. Once you feel comfortable with the process of adding clients, give it a go the next time you get a referral or pickup new business!