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 client's 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 Face ID, Touch ID, or save a 4 digit PIN code
USE
Jim2 Mobile requires an active subscription to Jim2 Business Engine (cloud or on premises).
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 client's 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 Face ID, Touch ID, or save a 4 digit PIN code
USE
Jim2 Mobile requires an active subscription to Jim2 Business Engine (cloud or on premises).
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