FMS Rewrite Backlog
S No | Title | Reference | Notes |
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1 | Regional Advertising Report |
| It can wait for the rewrite but would be good to divide the Region into two levels One for legal rights and the advertising fund Another for managers, sales contacts, and notification of unserviced leads
The biggest problem is the advertising audits, not the reporting Jim Click here to learn more about Jim. Our first priority is the welfare of our Franchisees. ________________________________________ I think the size of a region is at least partially based on how effectively it can be managed by one person. If we don't observe that and have regions of any size with multiple managers this will require some significant changes to FMS. It would be easier to implement managers having separate roles (enquiries, proactive calls, fees, advertising etc) rather than separate sectors (north, south etc, each needing their own definition so that enquiries go to the correct manager). The Unserviced Leads report in Jim's Online is based on the area covered by the FSE so it shouldn't be affected by the region size. We can modify the FMS report to also work this way if a FSE is specified. If this is only a reporting issue can it be solved by changing the reports instead of merging regions? For example the Melbourne Mowing regions combine their advertising so some reports have a "Run this report for all Melbourne Mowing?" prompt for some specific users. We could do something like this for the statement Leah mentioned if it is generated by FMS. If needed for more places than just WA we can design a proper solution to group regions for reports.
Ticket ID cnv_cbah32h Got a suggestion on how to improve Jim’s Jobs? Stuart Lewien | InfoTech | infotech@jims.net
On March 3, 2023 at 2:51 PM GMT+11 rocky.aloi@jims.net wrote: Rocky Aloi • General Manager • Phone 03 9780 9998 ________________________________________._______________--
Kind Regards,
Kind Regards, Rocky Aloi • General Manager • Phone 03 9780 9998 |
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2 | Send group sms to franchisees through Jimbo |
| As a working Franchisor who uses Jimbo App. Send group sms to franchisees or |
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3 | Insurance Compliance System | https://app.frontapp.com/open/cnv_cb2if49?key=j4Yb13FRqQKyGOwWkOfob-7yu8Lh6Oud | Hi Jim,
A fully automated compliance system is something I have requested for years but never been successful with having one built with infotech, however now with us buying more divisions and professional indemnity insurance being added to the doc team manual tasks I thought I would try again, especially with the new developments of a new FMS.
Currently we do all PL insurance checks for NZ & BC and divisions exempt from going through Jim’s Insurance (Haz Mat, Bookkeeping, Constructions, Removals, jumping castles & Building Inspections).
We are now going to be adding to this list PI insurance for bookkeeping, building inspections, conveyancing, energy, financial services, IT, jumping castles, pest control, & test & tag. For the divisions we don’t own (highlighted in yellow) the divisional franchisor should be policing this so I will check with them and have a manual record of this created.
My suggestion would be:
Have PI insurance added to the insurance compliance screen along with upload fields for all insurance types (PA, illness, tools and trailer are currently not utilised) – currently we have nothing in FMS which allows us to record PI insurance anywhere.
A week before it is due to expire a reminder is sent to the FSE/FSO to remind them to have their updated insurance supplied. A tick box be added to the division setup screen for divisions which require PI insurance so docs teams are notified to have PL and PI insurance prior to commencement along with an upload section created in the doc upload screen for PI insurance. Jim’s insurance update records in FMS (something FSO’s have asked for numerous times) so all insurance records in FMS are correct and accurate reports can be run (this will also help reduce the reminders which insurance are required to send as FMS will do it for them). My main concern is the more manual work we create with onboarding franchisees and different manual processes for different divisions leave a lot more room for human error as there are so many different steps to remember and manually do out of the standard process which is applied for all divisions.
It also increases the manual workload which takes up more time which can be automated. |
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4 | Jim's Online Area Management | https://app.frontapp.com/open/cnv_ciqu8eh?key=htOJ71H4C4VzEAFShDOGWh2nkyMSRjfD | Volunteered for beta testing:jorden.harris@jimsmowing.net | |
5 | Regional region overlap detection |
Refer to https://app.frontapp.com/open/cnv_cnx1ux5?key=lPUBjdGGYQ7RRTJV7a7aqyKAzUfDf2Ry |
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6 | Change to message template for Google Review URL | Hi Jim / Rocky I’ve been testing the link in FMS to send out a request for them to do a Google review. It’s a shame it isn’t a little bit more personal, so it doesn’t appear as spam. (as below)
Dear fred flintone, We heard you were happy with the recent work by one of Jim's franchisees. It would mean a lot to their business if you could please leave a review online for them. It only takes 1 click to leave an online review by clicking on the below link, giving me a star rating and leaving a comment for other potential customers to see.
Maybe the wording could be altered for the first 2 lines? Hi (Insert First Name Only) Thank you for your feedback on (FRANCHISES FIRST NAME) for the works completed at (insert PROPERTY ADDRESS) Just a thought Paul Refer to https://app.frontapp.com/open/cnv_cqkc1u1?key=j0lZI7lpH1h1DKjaR6F4sI3MbqEeKHRQ |
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