Welcome to Jimbo!

Jimbo is a new mobile app developed fully integrated with FMS and designed as the companion of FMS to assist FRANCHISORS to be better informed and stay on top of your business anywhere you go.

Via the first version of Jimbo, you will be able to:

• Manage your proactive Calls 

• Get real-time insight about your FSEs before contacting them 

• Access to all FSE's important information

• Log calls with details automatically after finishing the call

• Add scheduled calls 

• Add notes to FMS easily by dictation  

• Track the progress of your proactive calls 

This manual is not intended as an exhaustive manual for the app. Rather, it is designed to provide you with an introduction to the basic functions to get you up and running as quickly as possible. We’ve tried to make Jimbo as intuitive and as user-friendly as possible. Hopefully, many of the functions can be easily understood without the need to continually refer back to documentation.

Feel free to provide constructive feedback by sending email to infotech@jims.net.

Device requirements 

1. Jimbo is designed to work on Android and iOS devices and the minimum device's OS version requires to be :

   • For Apple Phones: iOS 11

   • For Android Phones: Marshmallow Android Version 6.0

2. Reliable Internet connection

3. FMS user name and password

Installation

To use the Jimbo you need to install the app on your mobile phone as follows:

Android

• Click HERE to download the Android app

• Or Scan below QR Code:

Open

Note for Android users: 

• Before downloading, open Settings > Device & Privacy > Unknown Source Installation and turn it on for Chrome and File Manager. Note, the location of these settings can vary from phone to phone. Please search settings, or contact Infotech if you’re having trouble finding it for your phone.

iOS

• Click HERE to download the iOS app

• Or Scan below QR Code:

Open

Log in

To login to Jimbo, use your FMS user and password. If you don't already have a valid credential, please contact Infotech on 1300 130 490 (Intl +61 3 8419 2910) for 24/7 phone support or email InfoTech@jims.net. 

Select  your timezone

In order for Jimbo to interact with you on proper times, select your time zone from the "My time zone" screen. You need to choose your time zone after the first login. You'll be able to change it at any time afterwards via app menu.

Note:

The time zone setting is used to display times in your timezone when you're interacting with Jimbo. All times are still stored and displayed in FMS in Melbourn time zone.

Smart Assistant:

Once you log into and set up your account, you’ll land on the home page, where you can start managing your required phone calls with the help of Jimbo Smart Assistant (JSA) which suggests who should be contacted next.

JSA considers a verity of  factors to generate the calls list for you such as :

• Scheduled calls 

• NEW Franchisees

• NEW Prospective Franchisee Enquiries

• FSE's today working code

• FSE's last interaction time

You can click through any of the cards to review the details before making the call. 

There is also a number of other things to check out on the Home page including:

• Percentage of your FSEs contacted This Month based on Jim's compliance policy 

• Percentage of your FSEs contacted This Week based on Jim's best practices 

• Number of your FSEs uncontacted last week 

• Number of your outstanding draft-notes

Remaining proactive calls  

If you wish to see which of your FSEs still needs to be contacted in the current month in order for you to be compliant, head on the Calls tab. You'll be able to see the whole list of your required calls under the "Proactive calls remaining for the [Month]. 

You can click through any of the cards to move into its details.

Completed proactive calls

If you wish to review which of your FSEs have been contacted in the current month, head on the Calls tab and you will be able to see the full list of proactive calls which have been made in the current month under the "Proactive calls completed in the [Month]. 

You can click through any of the cards to move into its details.

My Franchisees 

To view the full list of your FSEs tap onto Franchisees . This list includes all FSEs across all of the regions you own.  The list is sorted alphabetically and you can scroll down to find and click through any of which you wish to see her details

You will also be able to search your franchisee either by typing FSE name or FSE code via the Search icon on the top of the screen.

Franchisee Details

Clicking on a franchisee card across any of the Jimbo tabs will bring you into the franchisee detail screen in where you can find all of the realtime FSE's important information on one single screen. There are a number of actions you can take on this screen as follows:

Business summary

• FSE Manager details

• Your personal notes about the FSE 

• Scheduled calls 

• Last proactive note 

• All notes and call logs 

• Franchise Details 

  • Compliant staus (with reasons if non-compliant) 

  • Survey rating

  • Price rating

  • Work needed-today

  • Leads in the last 7 days

  • Complaints-last 30 days

  • Services

  • FSE status

  • Complaints-last 30 days

  • Current compliance status

  • Complaints ratio-last six months or since the last warning letter 

  • Commendations ratio- last six months or since the last warning letter 

  • Max lead per day

  • Pay for work guarantee 

  • Joining date

• Contacts

  • Franchise name

  • Emergency Contact

  • phone number

  • Address

  • Email

  • Address (Click on it to get direction through the Apple/Google map easily) 

Call Franchisee 

To call a Franchisee, click through the FSE card and hit on the CALL button. While you are in call with FSE, you'll still have access to review all the FSE information which could help you better drive the conversation. You will also be able to add a note or scheduled call while in the call.

Add Note 

To add a note for your FSEs

• Tap on the FSE card and go through FSE details

• Tap on ADD NOTE button

• Select Note Type

• Enter call details(if applicable) by tapping on the calendar icon 

• Tap into the Note box to get the keyboard opened and start typing your note. You can also dictate your note simply by tapping on the MIC button next to the Space key on the open keyboard. 

• SAVE to FMS

Important reminder:

The traditional full-stop convention is no longer valid in FMS.

In the new design, there are two separate boxes while adding a note with Proactive contact type:

1. Private note: Whatever is entered into this box will be stored in FMS similar other note types and No part of this note will be shared with FSE. 

2. Shared note: If you wish your FSE to receive a note, you can use this box. The whole note entered into this box will be sent to the FSE by email. 

Review All notes

Add scheduled call

You can use ADD SCHEDULED option for adding scheduled call with FSE. You'll find this option: 

1. Under the Scheduled calls, on FSE detail screen

2. On Franchisee note screen, where you are adding a note

Then you will need to select the "Scheduled call date". You can select from the list of predefined options which creates an All-day event without any specific time; Or you can click through "Other dates..." and select any date/time from the app date and time picker.

Note:

You will get an app notification 15 minutes before the scheduled call time, and on 10 AM for All-day scheduled calls without any specific times.

Postpone suggested call 

If FSE is one of the next suggested proactive calls on the Home screen and you wish to postpone it for another date/time, you need to"Add a scheduled call" for that FSE as mentioned above.

My notes

You can add your personal notes on the "My notes" section under the FSE photo. "My notes" content is only available for you in Jimbo app and will not be accessible via FMS.

Prospective Franchisees

Prospects List

To view the full list of your prospective FSE tap onto "Prospectives". This list includes all prospective FSEs.  The list is sorted by stage and you can scroll down to find and click through any of which you wish to see their details.

On this screen, you would also be able to create a Prospect record by using the "+" button at the top of the page. You can also search or filter the list to look for a specific Prospective Franchisee.

My Prospect

The “My Prospect” page has all the details about the prospective franchisee such as the name, date and time they originally called and the stage the enquiry is at.

1. You can call the prospect from this page using the call action button.

2. You can add a sticky note in My notes.

3. You can see the last note for this Prospective Franchisee

4. You can click to select to view All notes & activities where you can view all your call details to them as well as all your notes.

5. You can add a new note by using the “ADD NOTE” button at the bottom of the screen.

6. You can also send an email to the Prospect by using the email button at the top of the page or by clicking into their email address in the Prospect details section.

All Notes & Activities

The All Notes & Activities page displays all the calls and call details when you have contacted your prospect as well as all your notes.

You can add a new note by using the Add note button at the bottom of the screen:

Adding note

The Prospect Note page displays the date of the note, the stage of where the enquiry is at and after you have edited you can Save the changes and “send to FMS”. If you click the X to leave the screen without saving your changes, you will get a reminder about saving the note.

Editing notes

Editing of notes is available according to FMS rules: notes can be edited within the first 24 hours of its creation.

Support and feedback contact details

InfoTech support

• Phone 1300 130 490 (Intl +61 3 8419 2910) for 24/7 phone support provided by our Front Line team. 

  • If they are unable to resolve your enquiry, they will escalate your request.

• Contact InfoTech@jims.net for email support.

• Check https://status.jims.net for any outages.

• For urgent "business hours" assistance, call the National Office on +61- 3 9780 9998, Monday to Friday, 9 am to 5 pm excluding public holidays. If we are unable to take your call, please leave a message and we'll get back to you as soon as we are available.

Feedback

Jimbo has been built upon primarily by feedback from our Franchisors and thus we appreciate everyone’s comments and suggestions.

If you have any ideas, suggestions or constructive criticism, please feel free to submit your feedback via the link on the app menu or email us on infotech@jims.net as an input to improve your experience with this system is most welcome.