How To Add New Clients To Jim’s Jobs

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DESKTOP

You can add new clients from Jim’s Jobs Web

1. Select Clients from the Jim’s Jobs Web side menu.

2. Select New Client

3. Follow the below process to enter in clients to Jim’s Jobs

Jim’s Jobs Web Links

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DESKTOP

There is no installation required on your computer for Jim’s Jobs Web as it is completely web-based and accessible from https://jobs.jims.net/. 

(Email infotech@jims.net if you need your password reset)

Download Jim’s Jobs Mobile App

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MOBILE

Jim’s Jobs Mobile App is available on all iOS and Android devices.

iOS

1. Download Jim’s Jobs Mobile App for iOS.

Click HERE to download the iOS app.

Or Scan the below QR code:

2. Grant permissions in your mobile phone settings.

  • On your phone, open Settings > General > Device Management.
  • You’ll see the Jim’s Job app in a list.
  • Select the option to trust the app.
  • You can then open up and log in.

Android

1.Download Jim’s Jobs Mobile App for Android.

Click HERE to download the Android app

Or Scan below QR Code:

2. Grant permissions in your mobile phone settings.

  • On your phone, open Settings > Apps
  • Tap the Menu icon (upper-right)
  • Tap Special Access
  • Tap Install Unknown Apps
  • Select Jim’s Jobs from the list

Add TC’s to Quotes & Invoices

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DESKTOP

Log in to Jim’s Jobs Web to set up your term and conditions.

1. Click on Invoices in the Jim’s Jobs Web side menu.

2. Click on the settings wheel and select either; Edit Quote General Notes, or Edit Invoice General Notes.

3. Add your terms and conditions.

4. Click save.

You will only need to do this once. Terms and conditions will be automatically added to all future Quotes and Invoices.

Setting Up Your Services

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DESKTOP

Log in to Jim’s Jobs Web to set up your services.

1. Click on Settings in the Jim’s Jobs Web side menu.

2. Select Items & Services from the list

3. From the Item & Services page, click Add New Service.

4. Add a service name, description, price, service code, select a GL account and click Add

The new service can now be found in your Items & Services list. You can now add this service to any Quote or Invoice.

Release note 2.1.0

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WEB:

  • We have simplified the Web Menu in a way that all inconsistencies between the page titles and menu are removed.
  • You can use a preset list for scheduling your regular jobs and setting their frequency.
  • We’ve added the release number to the menu, so you don’t have to search for it.
  • You can save your leads as your customer automatically.
  • You can download a CSV file of the Jobs list from Report so that you would customize its format based on your business.
  • We have removed some useless items from the payment screen to make it simple.
  • You can add a payment from Clients>Payments same as Future jobs and Past jobs
  • We have Implemented a Folding menu on the Web so that you can fold it aside to have a wide screen when you are focusing on some items.
  • We have added a feature to save records of invoices that are sent by SMS so that when you send an invoice by SMS, its status will turn to Sent.
  • You will have the invoice list printout in the same order as shown on the screen.
  • On the Invoice page, we have added a future by which the Invoice page remembers settings and data when you move between tabs, so you won’t have to change set them every time.
  • We have provided some Divisional and generic settings for FSEs so that they will have some division services as a default when they log in for the first time.
  • You can create any type of job(Once-Off, Regular, Quote Visit) via the new Job component so you don’t need to manage it from the Sevice page.
  • You can select an appropriate tax option(None, 10% GST included) when creating a new job/editing a job.
  • You are able to delete a job/quote record directly from Diary.

iOS:

  • You can use a preset list for scheduling your regular jobs and setting their frequency.
  • You can save your leads as your customer automatically.
  • We have added a feature to save records of invoices that are sent by SMS so that when you send an invoice by SMS, its status will turn to Sent.
  • We have provided some Divisional and generic settings for FSEs so that they will have some division services as a default when they log in for the first time.
  • You can create any type of job(Once-Off, Regular, Quote Visit) via the new Job component so you don’t need to manage it from the Sevice page.
  • You can select an appropriate tax option(None, 10% GST included) when creating a new job/editing a job.
  • You can change the employee from the Job screen as well so you don’t need to go to the Edit Job tab.
  • You can manage and schedule your quotes from the Quote screen.
  • You can see the status of a job, invoice, and payment at a glance so that you can have a better idea about that specific job in a quick view.
  • You can edit Invoices from Unpaid Invoices, Invoices List, Dairy, and Clients.
  • You can select an appropriate tax option(None, 10% GST included) when creating a new job/editing a job.
  • you can add a payment from Diary, Future Job, Past Job, Invoices tab, and Invoice Page.
  • We have simplified the process to create and send an invoice in seconds.
  • We have added a drop down on the View Quote screen for users to quickly select the status of a quote.
  • You are able to pick a time from the calendar when creating a new job.

Android:

  • You can use a preset list for scheduling your regular jobs and setting their frequency.
  • You can save your leads as your customer automatically.
  • We have added a feature to save records of invoices that are sent by SMS so that when you send an invoice by SMS, its status will turn to Sent.
  • We have provided some Divisional and generic settings for FSEs so that they will have some division services as a default when they log in for the first time.
  • You can select an appropriate tax option(None, 10% GST included) when creating a new job/editing a job.
  • We have removed some useless items from the payment screen to make it simple.
  • You can edit Invoices from Unpaid Invoices, Invoices List, Dairy, and Clients.
  • you can add a payment from Diary, Future Job, Past Job, Invoices tab, and Invoice Page.
  • We have simplified the process to create and send an invoice in seconds.
  • We have added a drop down on the View Quote screen for users to quickly select the status of a quote.
  • You can see your daily schedule in a day view of the Diary so you can create and schedule a job from your available times of the day.
  • You can create any type of job(Once-Off, Regular, Quote Visit) via the new Job component.

Release note 2.1.2

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WEB:

  • Update the workflow of saving and previewing invoices to be similar to the previous version. In the Invoice new UI, Confirm Invoice button is renamed to Save with the same functionality. Clicking Save will create a new invoice in the database, and keep you on the invoice dialog so you can continue to Preview & Send it.
  • Fix issue of invoice note not being prepopulated with job note
  • Fix pagination issue on Invoices list. The ‘All’ option in ‘Records per page’ is removed to prevent memory overload. Two new options of ‘100’ and ‘200’ are added. If you need to view more than 200 records of invoices, you can leverage the Invoice List Report under the Reports menu.
  • Fix issue of getting extra Delete and View icon when adding payment from Edit Job dialog

ANDROID

  • Fix issue of Diary filter preferences not being retained when switching between screens

2. Clients – post

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Adding New Clients (including Pickups)

To add a new client, click on the Add Client menu…
This will display a blank client screen, where you can type in the relevant personal and contact details, when you service them, and how you want to bill them. This is described in more detail further in this document.

When you add a pickup in Jim’s Jobs, it will push through to Jim’s Online and Xero (if applicable). There is no longer a need to enter them into Jim’s Online.

1. Getting Started – post

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System requirements

Any modern PC from within the last 10 years or so, running an up-to-date version of any of the following browsers1 will be capable of running Jim’s Jobs Web:

  • Google Chrome (Recommended)
  • Mozilla Firefox
  • Microsoft  Edge
  • Safari (Partially supported)

The following is recommended as a minimum for running Jim’s Jobs Web:

  1. PC display larger than a tablet (recommended 1600 pixel wide resolution)
    1. Jim’s Jobs Web has been designed for use & display on a PC’s browser window and compatibility is not guaranteed on a tablet.
    2. Jim’s Jobs Mobile has been designed for use & display on smartphones and compatibility is not guaranteed on a tablet.
    3. “Tablet compatibility” is in the backlog and may be released in future Jim’s Jobs updates.
  2. Printer if invoices are required
  3. A reliable internet connection.

1  Internet Explorer will not be supported, as it is not being supported in the marketplace from January 2020.

Important Browser Settings 

  • Firefox users

If you are using Firefox, under General Settings, please make sure you have set the Applications Portable Document Format (PDF) to Preview in Firefox. This is to enable previewing of Reports in Jim’s Jobs.

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