Sales and Service

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.

Actual vs Billable Labour tracking

• Because you can define your own labour ‘types’ (travel, onsite, research, workshop) the Job Labour Grid builds real statistics on what’s really involved in a given task, to help you set selling prices more realistically.
• Use Management Reports to give you Actual Labour recorded for any given period, for any staff member/s.
• Set a realistic, generalised ‘cost’ on each different labour you sell and use Profit Reporting to give you a truer performance picture – without affecting the GL
• Actual labour recorded does not automatically enter the (Stock) billing grid – it’s your choice to add labour charges (or not!) to the Stock Grid for invoicing.

Serial Number Tracking

• For Quality Control, vendor return or recall purposes, you can choose to trace serial numbers of specific (depleting) stock.
• You can elect to record individual product serial numbers on Purchase (inward receipt), on Sale (outward) or not at all
• Use Jim2 powerful and fast list search to confirm whether you have ever sold or purchased a specific serial number
• Stock ‘look-up’ accepts serial# scan for fast searching

Contact Us today for an information pack.

Contact Us to book a live web demonstration.