Jim2® Job Management Software is Ideal for Job Tracking

The 'live drill-down' workflow overview in Jim2 is unique in job scheduling software.

The job tracking features in Jim2 make it easier for your team to do their job, and reduces the effort to record what they do. We put you in control of your business like never before.

Jim2 provides insights and analysis of your business at a glance. If you want to see how your business is performing – jobs, clients, people, departments, and where the problems are – the Job Management features in Jim2 are for you.

The key features in Jim2 allow you to:

  • Define your services
  • Drill down into your jobs as they are happening to see notes, emails, documents, stock and more
  • Automate due date/due time
  • Process start/stop triggers
  • Perform actual vs villable labour tracking
  • Manage service contracts
  • Produce productivity reporting.

An integrated ERP System, Jim2 incorporates workflow, job costing, accounting and business analysis, making the tracking, management and costing of every job as comprehensive and effortless as possible.

Job management is the key to improving the financial success of your business.

"Jim2 gives us an invaluable insight into our work. By being able to create jobs from quotes, link the quote and related emails to
each job and add comments is priceless – truly nothing gets lost.

"Add to that the functionality to link drawings and documents to our manufacturing parts, and the ability to manage workflow
by job status has been key to finishing jobs faster and invoicing sooner.

Martyn Windeyer, Director, Windeyer Continuous Hinges Pty Ltd

Capture on each job

  • Customer details to get a complete overview of all sales and service tasks for the customer.
  • Who the job is assigned to and what type of job it is (billable, non billable, etc).
  • Items to indicate the type of job being performed.
  • Internal notes that flag how the job is progressing.
  • Email correspondence from staff and the customer.
  • Stock used on the job and its availability.
  • Billable labour required to complete the job.
  • Labour tracking to keep tabs on the actual labour performed.
  • Linked documents necessary to complete the job, or collected in the process.
  • Status to indicate where the job is at on the path to completion.
  • And much more.

Live drill-down into job overviews

Staff and management can create their own lists to monitor and work from:

  • View and edit individual jobs, purchases, quotes, debtor and creditor records which they have been assigned.
  • ‘Pin’ lists in place to stop work in Jim2 from being closed inadvertently and lost.
  • 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.
  • Drag and drop; column sorting to give you your preferred views.

Jim2 excels as job management software:

  • Use Jim2 Lists to give you a broad view of all work in progress, or use filters to narrow your view.
  • 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.

Actual vs billable labour tracking

  • Better reporting and increased productivity 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.
  • Labour KPI includes a day and week-to-date running total of actual labour.
  • Labour entry features fast and smart entry of time, including selection of time from a timeline grid.

Read more about staff scheduling: Scheduling Software.

Stock control

  • Fully featured stock control software including FIFO management, dynamic kitting, batch tracking and customer-specific pricing
  • Create manufacturing jobs to manage the production of assemblies and sub-assemblies.

Job Management is just part of Jim2. What makes Jim2 such an effective tool is the whole system is integrated. Jim2 gives you enterprise management capabilities (ERP) integrating your quoting software, and your accounting software, so you can get a whole of business view of your quotes/jobs.

Extensive reporting features give you actionable information: which jobs have the highest margins/profits? Which jobs are on quoted budget?

Use this information to adjust your estimating and feedback to your marketing and sales team to ensure most profitable jobs and customers are targeted.

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