Jim2 handles all your Retail Sales, Business to Business Sales as well your Service needs - time, parts & billing.
Jim2 Business Engine - Sales & 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.