Jim2

Features Jim2

Welcome to Jim2 Mobile – the innovative mobile app that takes Jim2 Business Engine out on the road with you.Ideal For:• Sales people, who can check real time stock levels and account balances, and create quotes and orders without having to return to the office• Technicians and service people have their tasks for the day at their fingertips• Managers and owners to keep in touch with what’s happening in real-time Features of Jim2 Mobile:• Today: Access all the tasks and information you need for the day, in one place• Email: Send and receive business emails from directly within the app, all linked to the relevant job/order, lead/quote, customer, or transaction • Jobs and Orders: Assign, manage and update jobs or sales orders • Schedule: Easily keep track of meetings and business appointments • CardFiles: Customer details and contact information at your fingertips • Leads and Quotes: Create quotes, view saved quote lists, and follow up leads • Stock: Check current stock levels on the spot, and easily select or add stock on the go• Documents: Open brochures, factsheets, manuals and more.
Ready to email to customers and prospects• Signatures: Capture a clients signature on the spot, and see the newly signed document automatically saved in Jim2• Timers: Inbuilt timers help track and charge for every hour of on-site and travel time• Managed Print Services: Easily input Service Meter Reads, and track yieldable items• Saved lists match those already set up in Jim2 client • Quickly login with a PIN code, fingerprint or facial recognition Requirements:Jim2 Mobile requires an active subscription to Jim2 Business Engine (cloud or on premises).