Project Management

Quote Management

• Jim2 is supplied with an assortment of Quote (report) layouts, suited to standard A4 paper. Using Report Designer, you can create your own layout if preferred.
• Quotes can be printed/faxed/ emailed directly from your desktop. Emailed documents are automatically converted to a PDF attachment on a standard email, where you have the choice to add a general email body text.
• Lists of Quotes ‘in progress’ (not yet accepted or rejected) can be monitored and followed up by Sales staff using Status change/ Status Due sorting.
• Quote Lists sorted by Probability% and using ‘show total’ will produce an excellent Sales team meeting report, indicating up-coming Sales in a realistic way.
• Rejected Quotes add to overall performance statistics – how or why Quotes are rejected provides valuable information to Management and Sales teams.

Live drill-down workflow overviews

• Staff and Management can create their own Lists (of Jobs, Purchases, Quotes, Debtors, Creditors) to monitor and work from
• Mouse-click drill down to individual Job, Purchase, Quote, Debtor and Creditor records to view or edit
• Jim2 includes ‘live lists’ that can be set to refresh at specified intervals, so users can keep an eye on Jobs as they change status
• Drop-and-Drag column sorting to give you your preferred views.
• ‘Pin’ lists in place to stop them being closed inadvertently.

Productivity Reporting

• Use Jim2 Lists to give you a broad view of all work in progress, or use filters to narrow your view (Example: list only Service jobs in progress)
• Sort Job List by Due Date or Status Due date to check performance (overdue Jobs will show in red in the list) Drill down to check the why or who.
• Identify process bottlenecks or improvements using real data – rather than gut feelings.
• The Jim2 ‘Follow Me’ desktop feature means your staff can log-in and work from any workstation in your network with their own desktop views and security intact. Automatic Jim2 log-off (after x minutes of inactivity) can be set at a workstation level.

Customer Detail Management

• Jim2 lets you apply multiple identities to each CardFile – only one file is needed to identify an entity as a Customer and/or Vendor and/or User etc.
• When selected to be a Customer and Vendor, separate trading terms for selling and purchasing can be selected
• Each CardFile can contain multiple Contacts (eg: specific people within one organisation), each with their own multiple contact types (eg: phone, fax, email)
• Jim2 can automate Contact Types recorded within a CardFile to direct specific documents to specific people. Example: Email Accounts = mary@vlc.com.au ensures Invoices and Debtor Statements automatically get addressed to Mary.
• Use CardFile Lists to filter and sort CardFiles into meaningful lists that can be used to produce reports such as mailing labels, or exported for use in emails.
• Customers are separated into broad “selling price” demographics
• CardFiles can also be assigned (definable) Groups to sort, search and report logically. There are 2 different types of groups you can add to CardFiles – Report Level Groups and Non Level Groups.
• Report Level Groups have a distinct relationship to each other, and are structured to form "ascending" levels (1 down to 5 levels) that can be used to create reports to "analyse" Customer and Vendor trends.
• Non Level Groups are very general and very useful for gathering slightly more "fluid" information from your CardFiles. Non Level groups can include useful generalisations (level 0). Example: Customers can be flagged as enthusiasts, big spenders, belonging to social groups or organisations.
• Customers can be assigned an ‘Account Manager’ from your team. Jim2 can use this to filter Lists and Reports.
• Series of CardFiles can be setup for Billing always/shipping only address relationships. This caters for centrally billed customers (always the Debtor) who have multiple sites or stores.