How To Add New Clients To Jim’s Jobs
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
Entries by infotech
Jim’s Jobs Web Links
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
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 […]
Add TC’s to Quotes & Invoices
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 […]
Setting Up Your Services
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 […]
Release note 2.1.0
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 […]
Release note 2.1.2
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 […]
2. Clients – post
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 […]
1. Getting Started – post
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: PC display larger than […]
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