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JiMBO User Manual
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JrMBO User Manual
JiMBO User Manual
Page 3 of 93
JiMBO
User’s Manual
Compiled by: Nat
Palakawong & Tina Chao
www.jimbo-app.com.au
JiMBO User Manual
Page 4 of 93
JiMBO User’s Manual
February 19th 2013
Thank you for choosing JiMBO!
Please read this user’s manual carefully, it provides instructions on how to set up and use the
JiMBO suite.
Please retain this document for future reference. Copyright © 2013 Jim’s Group
Information in this document is provided on an as-is basis, and is subject to change without notice.
The software described in this document is distributed under a separate license agreement. The
software and the accompanying documentation may be used or copied in accordance with the
terms of that license agreement. No part of this document may be reproduced, stored in a retrieval
system or transmitted in any form or by any means, electronic or mechanical, for any purpose
without the written permission of an authorised representative Jim’s Group. assumes no
responsibility for errors or omissions contained herein, nor assumes any liability for any damages
resulting from the information contained herein.
JiMBO User Manual
Page 5 of 93
Congratulations!!
You are now at the leading edge of business automation The JiMBO suite is truly unique. There is no other software product that provides a feature set as
comprehensive as JiMBO or brings together all the capabilities needed to run a Jim’s franchise
successfully.
With your decision to adopt JiMBO, you have brought your business miles ahead of your
competition. We congratulate you on being a visionary!
It is important to take some time to fully understand the power that JiMBO offers you. It is a very
sophisticated piece of software, but once you have grasped the essentials running your business
becomes easier than ever before.
This document provides in-depth guidance on how to use the JiMBO iPad app. In addition, video
tutorials are available from the JiMBO website and as always our helpful support team is standing
by to answer your questions and help you get the most out of JiMBO.
A few things to bear in mind:
- JiMBO uses the power of Cloud-Computing to ensure your data is always accurate.
• Depending on the speed of your data connection (3G/WiFi) the iPad software can
sometimes appear to be slow to respond---please be patient as internet traffic can
sometimes affect software performance
- Each screen in JiMBO is highly data intense. This means several data points need to be retrieved
from your business database to populate most screens
• If the internet connection is slow or erratic screens may take longer to load or refresh
- Data synchronisation is key to ensuring correctness of business data
• Anytime you’re out of data range and have been modifying information using JiMBO on
the iPad, please ensure a data-synch is performed (either manually or automatically) to
ensure the most recent data is captured by the server
We wish you all the best and look forward to working with you to help take your business to the next
level of excellence.
The JiMBO Team
JiMBO User Manual
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Table of Contents Product Features..................................................................................................................................9
Specifications ....................................................................................................................................10
Features on the Quick Navigation Page ............................................................................................12
Next Jobs .......................................................................................................................................12
Transferred Jobs ............................................................................................................................12
Messages.......................................................................................................................................13
Global Notes ..................................................................................................................................13
Access Control ..................................................................................................................................14
Logging In ......................................................................................................................................14
Logging Out ...................................................................................................................................15
Settings ..............................................................................................................................................16
Performance Targets......................................................................................................................16
Business Information......................................................................................................................17
Billing Details .................................................................................................................................18
Bank Details ...................................................................................................................................19
General Setting ..............................................................................................................................20
System Settings .............................................................................................................................21
Brochures ..........................................................................................................................................22
Selecting a Brochure......................................................................................................................22
Viewing all Pages in a Brochure.....................................................................................................23
Emailing a Brochure .......................................................................................................................24
Printing a Brochure ........................................................................................................................25
Folio ...................................................................................................................................................26
Adding an Image ...........................................................................................................................26
Interacting with Images..................................................................................................................27
Jobs ...................................................................................................................................................28
Interface Overview .........................................................................................................................28
The Job Card .................................................................................................................................32
Adding a New Job .........................................................................................................................33
Adding or Editing Job Description.................................................................................................34
Creating an Appointment ...............................................................................................................35
Appointments that Repeat Weekly.................................................................................................36
Appointments that Repeat Monthly................................................................................................37
Appointments that Repeat Annually ..............................................................................................38
JiMBO User Manual
Page 7
Changing an Appointment .............................................................................................................39
Cancel an Appointment .................................................................................................................40
Changing Recurring Appointments ...............................................................................................41
Deleting Recurring Appointments..................................................................................................42
Viewing Site Addresses on the Map ..............................................................................................43
Adding Images for a Job ...............................................................................................................44
Transferring a Job ..........................................................................................................................45
Manage Transferred Job ................................................................................................................46
Changing the Status of a Job ........................................................................................................47
Viewing the History for a Job .........................................................................................................48
Calendar ............................................................................................................................................49
The Job Calendar ..........................................................................................................................49
Adding a New Job from the Job Calendar ....................................................................................53
Quotes & Invoices Interface Overview ..............................................................................................55
Layout Overview ............................................................................................................................56
Creating a Quote............................................................................................................................58
Creating an Invoice ........................................................................................................................59
Adding a Customized Product or Service......................................................................................60
Deleting a Quote or Invoice ...........................................................................................................61
Deleting a Product, Item, or Row ...................................................................................................63
View Outstanding Invoices ............................................................................................................64
Maps ..................................................................................................................................................65
Jobs on the Map ............................................................................................................................65
Maps for Staff .................................................................................................................................66
Custom Map Markers.....................................................................................................................67
The Library.........................................................................................................................................68
Customers .........................................................................................................................................69
Interface Overview .........................................................................................................................69
Creating a New Customer..............................................................................................................70
Helper: Map Lookup in Job or Customer ......................................................................................71
Updating the Billing Address .........................................................................................................72
Updating the Site Address.............................................................................................................73
Adding Customer Notes or Site Notes ...........................................................................................74
Viewing Quotes/Invoices from the Customer Module ....................................................................75
Viewing Jobs from Customer .........................................................................................................76
Deleting Customer .........................................................................................................................77
Deleting Site Address ....................................................................................................................78
JiMBO User Manual
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Expenses ...........................................................................................................................................79
Interface Overview .........................................................................................................................79
Recording an Expense Item ..........................................................................................................80
Searching Expenses ......................................................................................................................81
Reporting ...........................................................................................................................................82
Revenue .........................................................................................................................................82
Performance...................................................................................................................................83
FAQs ..................................................................................................................................................84
Getting Started ...............................................................................................................................86
Synchronisation..............................................................................................................................87
Troubleshooting .............................................................................................................................87
Account Integration........................................................................................................................87
Feedback........................................................................................................................................87
General Support.............................................................................................................................88
JiMBO User Manual
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Product Features
Increase productivity through Job and Appointment Management
Easily manage multiple appointments for jobs linked to a particular site. The intelligent Job
and Appointment Manager in JiMBO collects and files jobs into the calendar view.
Franchise Management System (FMS) Synchronisation
Automatically downloads all new customer leads direct from FMS, with address, contact
details and service type.
Know Where You are with Maps
With turn-by-turn directions to every job site, you’ll never be lost again.
Track all your Quotes and Invoices
Manage quotes, generate invoices, and monitor what’s owed to you.
Micro - CRM (Customer Relationship Management)
The built in customer manager collects clients’ address, notes, and images in one easy to
navigate location---so you have everything you need when talking to customers.
Real time Reporting on KPIs (Key Performance Indicators)
Dashboards that show KPIs for technicians, supervisors, and executives
Track your revenue and how field personnel are performing
Data Protection
Data storage, backup, and disaster recovery using the power of the cloud.
JiMBO User Manual
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Brochures
Specifications
On Site (Front-desk)
Brochures
Select from a range of
custom product catalogs.
Folio Impress potential customers with
images of your existing work.
Quotes & Invoices
All your Quotes &
Invoices in one place
FMS
Jobs & Appointments
All your job-cards and
Maps The “Dimple”
Lets you jump to any module,
appointments in one place. Overlay your business
information on location
aware maps.
plus a host of other handy
features.
Back Office
Expenses
Keep track of all
business expenses
Reports
Real time reporting of
revenue and
performance
Customer Keep notes on customers and related jobs.
Library
Anywhere access to
manuals and important
documents
JiMBO User Manual
Page 11
Quick Navigation
Accessed by touching “the Dimple”. Scratch Pad
For taking quick notes
Upcoming
Appointments coming up
next, sorted by time
Global Search
Search by customer
name, suburb, note
Social Icon
Itfhissocial links have been set,
Social Links
Transferred Manage job
transferred by
the others
Messages View
messages sent
from Division
Data Sync Synchronises all data with
the server
The Dimple Menu Lets you jump to any
module, plus a host of
other handy features.
Customers
Keep notes on customers and
related jobs
Jump to On-site tools
Takes you to the on-
site or start screen
Go to Settings
Access JiMBO Settings. This is
also where the login can be
accessed from
Jump to Back Office Tools
Takes you to the Back-office
screen, where you can access
reports etc.
Close the Dimple Menu
Takes you back to whichever
module you were in when the
Dimple menu was accessed
JiMBO User Manual
Page 12
Features on the Quick Navigation Page
Next Jobs
This menu is a collection of up coming jobs with its details ordered by time.The job card will appear
under the Next Jobs tab.
Customer Name
Job Description
populated from FMS
Site Suburb
Customer contact number An appointment date & time
Transferred Jobs
When there is a job transferred to you, it will appear under the Transferred Jobs tab.
Customer Full Name
An appointment date & time
(if any)
Transferring Status*
Job Description
populated from FMS
Name of person
transferring the job
* Transferring Status can be filed under three main categories:
1. Waiting - Transferred job is waiting for receiver to Accept or Reject the job
2. Accepted - when you accepted the job transferring request
3. Rejected - when you rejected the job transferring request
JiMBO User Manual
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Messages
When there is a message sent from the JiMBO Admin or System Administrator, it will appear under
the New Messages tab. Touch the message to view message details.
Total number of unread messages
Sender
Subject
Message sending
date & time
Certificate 4 Reminder
Franchisee Training details
Hint:
1. Unread message will be highlighted in blue.
2. Read message can be reopen to view content
Global Notes This is an easy access area to add general notes that it is not directly related to any particular jobs.
1. Touch Scratch Pad, the Note area appears
2. Touch inside Note area
3. Type text as needed 1
4. Touch Save to save, Close to cancel, or
Clear to delete added notes 2 3
4
JiMBO User Manual
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Access Control
Logging In 1. Enter your information:
Company Code
Username
Password
2. Touch the Login button
3. If the login attempt is
successful, you should see your name at the top right corner.
JiMBO User Manual
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Logging Out
If you are access1ng the log1n screen from one of the other pages
• Touch the D1mple
• Touch the Sett1ngs 1con
• Make sure "Log1n" IS h1ghl1ghted (on the bar on the left hand s1de)
• Touch the Logout button
PerformanceTargets
Business Information
Billing Address
e Bank Details
1111 GeneralSettings
1111 SystemReset
JiMBO User Manual
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Settings
Performance Targets
1. Set up monthly performance targets:
Starting month: Which month should this target start from?
Number of Jobs per month: Set a target for the amount of jobs you would like to be
completed
Revenue: Set a target for the revenue
Paid hours per month: Enter the amount of hours paid per month 2. Touch Save
JiMBO User Manual
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Business Information
1. Set up Business Information e g
• ABN
• License Number/s if applicable- your Divisional Franchisor decides this information
• Region
2. Touch Save
Billing Address
93005337299
145320
e Bank Details 120123
1111 General Settings
1111 System Reset
JiMBO User Manual
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Billing Details
1. Set up Billing Address Details
• By default this will load your address details from FMS
• You may instead wish to use a PO Box instead of your personal address
2. Touch Save
Performance Targets
Business Information
e Bank Details
1111 General Settings
1111 System Reset
JiMBO User Manual
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Bank Details 1. Set up personal Banking Information*
Account Name
Name of Bank
BSB Number
Account Number
2. Touch Save
JiMBO User Manual
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General Setting 1. Set up a general invoice note. It will appear on Quote or Invoice Notes
2. Touch Save
If your divisional added note to use on Quote or Invoice in the JiMBO Admin, touch Reset To
Default to use the default note.
JiMBO User Manual
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System Settings CAUTION
Pressing the reset button will delete all your business data that has not been synchronised
with the server. Once deleted, this information cannot be retrieved!
Documents under Brochures or Library will not be deleted. We recommend carrying out a “Data-sync” before touching the Reset button.
For instructions on how to do a Data-sync, press the green “Sync” button on the Dimple Menu
screen (see page 11).
JiMBO User Manual
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Brochures
Selecting a Brochure 1. On the front-desk, touch the Brochures
object. These are uploaded by your
Divisional Franchisor
2. Swipe right or left inside container to view
more brochures
3. Select a brochure by touching a thumbnail
brochure selection panel
4. By touching on brochure to view or touch
Close to go back to the front-desk 5. Swipe to turn brochure page or touch page
thumbnail at the bottom of the page, If the
toolbar is not visible at the top or bottom of
the screen, touch the page lightly
6. Touch Done to close the brochure
Page Thumbnails
Brochures will be available if one or more (brochure) documents have been uploaded and
synchronised successfully to the iPad.
JiMBO User Manual
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Viewing all Pages in a Brochure
1. Touch the Grid icon
2. Touch a page to view
JiMBO User Manual
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Emailing a Brochure 1. Touch the Email icon
2. Enter the recipient’s email address
3. Optional - Update or change the subject and content of the message
4. To send email, touch the Send button
5. To cancel, touch the Cancel button
JiMBO User Manual
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Printing a Brochure
1. Touch the Print 1con
2 Select a Pnnter (the pnnter needs to be w1-f1 or bluetooth capable)
3 Optional - Set the page range to pr1nt e g All Pages, Pages 1 - 5
4 Optional- Set number of copies to pnnt
5 Touch the Pr1nt button or touch anywhere outside the pr1nter dialog box
to cancel pr1nt1ng
Dorf Tapware
Printer Select Printer >
Range All Pages >
1 Copy f -
JiMBO User Manual
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Folio
Adding an Image 1. Touch the Folio object on the front-desk
2. To add an image to the Folio – Touch the ‘Add image’ icon
3. Select an image from your iPad camera-roll, or take a photo using your iPad camera
Touch image to enlarge
2
3
JiMBO User Manual
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Interacting with Images 1. To add an image to the folio
2. To Delete an image from the folio
3. Touch the left arrow icon to view the previous image
4. Touch the right arrow icon to view the next image
5. Or simply swipe left or right with your finger to view the previous or next image
Go back to the Gallery view
5
3 1 2 4
JiMBO User Manual
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Jobs
Interface Overview
View Jobs Your Login Name
Job Status
Job Cards
Search
Add New Job
Customer Name
Site Address & Info
Site Map
Job Description
Job Notes
Images related to
this Job
List of Appointments
Add Note
Add New Image
Go to Quote/Invoice
associated with Job
Job History
Add Schedule
Add Quote
Set Job Status
Transfer Job and/or Schedule
JiMBO User Manual
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Jobs can be filed under three main categories:
1. An Inquiry: Could be a lead (from FMS) or a customer enquiry. Such jobs may include a
service request, but no other action has been taken for it---e.g. scheduled in for an
appointment.
Job Status
Number of Job Cards
Job Card
Inquiries that have not been
actioned for more than 7 days
are marked red.
Job appointments that are
overdue, are also marked red
in the in progress section.
JiMBO User Manual
Page 30
2. In Progress: An enquiry is automatically filed under “In-Progress” if
an appointment has been scheduled for the job
A quote has been issued, or
An invoice has been created for it
Such jobs are further cross filed under tabs that reflect the corresponding state (i.e. scheduled,
quoted, or invoiced)
The Recently Updated tab is a quick overview of jobs that have been added or changed recently.
Jobs under this tab may have had information updated for the type of Job Description, an
appointment may have been created, or a quote or invoice may have been generated.
JiMBO User Manual
Page 31
3. Archive: Jobs that no longer need to be “actioned”. Archived jobs could be of 3 types:
3.1 Completed: After a job has been finished its status is set as Complete and filed under this
tab.
3.2 Dead: When a job is cancelled and its status is set as Cancelled
3.3 Transferred: Jobs are filed under this tab, if the job has been transferred to another
technician
JiMBO User Manual
Page 32
The Job Card
Customer Name
From FMS
Job Description populated from FMS
Date Created
Site Suburb
Job Ref Number
The Date shown on each job card depends on which tab it is filed under:
1. When the status is Inquiry, the date shown is the date the enquiry was received
2. For Jobs In-Progress
2.1 Recently Updated, shows the date the job information was last updated
2.2 Scheduled, the date an appointment has been scheduled
2.3 Quoted or Invoiced, the date on which the quote or invoice was issued
3. Job status is Archive and job card is shown under
3.1 Completed, the date the job was completed
3.2 Dead, the date the job was cancelled
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Adding a New Job 1. In the Jobs view, touch the Add New Job icon located at the bottom of the Job Cards panel
a. The Add New Job dialog panel appears
2. Select the job source 3. If the customer already exists, type in the first few letters of the customer’s name to search for
the customer and pick the customer from the list.
a. If it’s a new customer, touch the Add new customer icon. 4. If the site address already exists, touch to select it from the list.
a. If it’s a new address, touch the Add New Address icon.
5. Touch Save to store the data or touch cancel to abort
If the job was added successfully, a job card is created and displayed in the Job Card Panel under
the Inquiry tab
2
3
4
5
JiMBO User Manual
Page 34
Adding or Editing Job Description
I. Touch the shaded box under Job Description, the on-screen keyboard will appear
2. Use the keyboard to type text as needed.
We recommend that the text under Job Description should be concise, as only 30 characters
are allowed.
3. Touch Save to save or Cancel
w E R T y u 0 p
A s D F G H J K L return
z X c v B N M ?
0
.?123 .?123 -•
JiMBO User Manual
Page 35
Creating an Appointment 1. In the Jobs view, touch a job card that you want to add an appointment
2. Touch the Add Schedule icon, the Job Appointment dialog appears
3. Select the date to add a job appointment date.
a. If there are existing entries in your iCal calendar or other job appointments on the same
date as the one that was selected---these events will be displayed in the Other
Appointments area below the date picker.
4. Set the expected finish time (e.g. 45 minutes, 1 hour 15 minutes, or 2 hours) 5. Optional - touch to add a note for this appointment
6. Optional - if this is an appointment that will repeat over a period of time
a. Tick to set it as a recurring appointment
b. A recurring appointment could repeat weekly, monthly, or even annually 7. Touch Save to preserve the changes or Cancel to abort
If the appointment is added successfully, an entry is created under Schedule.
The Job status for this job will automatically be set as In-Progress and the job card will appear
under the Recently Updated tab as well as the Scheduled tab.
3
5
6
4
7
JiMBO User Manual
Page 36
Appointments that Repeat Weekly 1. Select the recurring option as Weekly
2. Set how often the appointment repeats e.g. every week or every two weeks
3. Set the day of week e.g. Monday, Tuesday and Friday
4. Set the date on which to terminate the recurring appointment
Example: Let us create a recurring appointment that repeats each week on a Monday Starting date is 24/05/2012
Set it to repeat every week on the Monday (an appointment is created for the next Monday,
which is 28/05/2012)
Set the appointment to repeat until 17/06/2012 Once the appointment has been saved successfully, job appointments have been created:
28/05/2012, 04/06/2012, and 11/06/2012
1
2
3
4
JiMBO User Manual
Page 37
Appointments that Repeat Monthly 1. Select the recurring option as Monthly
2. Set how frequently the appointment repeats e.g. every month or every 2 months
3. Set which day of the month e.g. 1st, 15th, 30th
4. Set date to end the recurring appointments
Example: Set recurring Every 2 months on 1st of month Starting date is 24/05/2012
Set to repeat every 2 months on the 15th (the first appointment will be on 15th June)
Set the end date to be 15/07/2013
Once saved successfully, job appointments are created; 15/06/2012, 15/08/2012, and
15/10/2012 and ongoing until the end date of 15/07/2013.
JiMBO User Manual
Page 38
Appointments that Repeat Annually 1. Select the recurring option as Yearly
2. Set how frequently the appointment repeats e.g. every year or every 2 years
3. Set which month the appointment should be for
4. Set the date to terminate recurring appointments
Example: Set recurring Every Year on the 1st of month Starting date is 24/05/2012
Set to repeat every year in June (the first appointment is set for 1st Jun 2012)
The end dates is set for 31/07/2013
Once saved, two job appointments created; 1/06/2012 and 1/06/2013
JiMBO User Manual
Page 39
Changing an Appointment 1. In the Jobs view, touch the green clock next to appointment, the Job Appointment dialog
appears
2. Optional - change the date and/or time 3. Optional - change the expected finish time
4. Optional - touch to edit note
5. Touch Save to update the changes or Close to abort
1
2
4
3
5
JiMBO User Manual
Page 40
=4=
Cancel an Appointment
1. In the Jobs view, touch the green clock next to appointment. the Job Appointment dialog
appears
2. Touch Cancel This Schedule to remove the appointment
Job Appointment
Job Description:
ANTENNA
NEW ANTENNA
Date [ Sep 10, 2012, 9:30AM
Other Appointment
Notes
Kathy Thompson 0488648266
e ANTENNA
NEW ANTENNA
09:30AM to 10:30 AM
'BM41fi"10i
Phil Macdougall 98887353
e ANTENNA
113: 0AMto !2:30PM
i:llhWt.t.J.t
PLS CALL CLIENT unbolt old antenna
Duration Hours G::::U M•ns
Save II Cancel This Schedule II Close
JiMBO User Manual
Page 41
Changing Recurring Appointments
1. In the Jobs view, touch the circle green clock
next to appointment, the Job Appointment
dialog appears 2. Touch Edit, the previous highlighted as blue.
3. Optional -
• Repeat Weekly - set the day of week e.g. Monday, Tuesday and Friday
• Repeat Monthly - set which day of the month e.g. 1st , 15th, 30th
• Repeat Annually - set which month the appointment should be for 4. Optional - set the date on which to terminate the recurring appointment
5. Touch Save to update the changes or Close to abort
Note: Any future recurring appointments that related to this appointment are updated
according to the changing.
2
3
4
5
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JiMBO User Manual
Deleting Recurring Appointments
1. In the Jobs view, touch the circle green clock
next to appointment, the Job Appointment
dialog appears 2. Touch Edit, the previous highlighted as blue
3. Touch Delete Recurring
4. Touch Save to update the changes or Close to abort
Note: Any future recurring appointments that related to this appointment are completely
deleted and removed from the calendar.
2
3
4
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JiMBO User Manual
Viewing Site Addresses on the Map 1
1. Touch the Zoom icon in the map pane in Jobs view to view the
map in full screen
2. Touch the green marker on the map to view Site Information
3. Optional - Select the Map view:
The default view is the normal map
Satellite view - touch the Satellite icon on the top right
corner of the map to change the view
Street view - This can be selected once you’re in the zoomed in view
4. Optional - There are four options to get directions from the map
Google Maps - view site location using Google Maps
Get Directions - view direction on Google Map
Street View - Get a first person, street level view of the site with Google StreetView
Tom Tom - if you have the TomTom app installed, you can push the site address to
TomTom for turn by turn directions
5. Touch Close to close map
3
5
2 4
Switch between Satelite and Map views
Close
Street view
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JiMBO User Manual
Adding Images for a Job 1. Touch the Add New Photo button in Job view
2. Refer to the steps describing how to add images to the folio (see page 26)
If an image is added successfully, it will display in the image panel.
1
Number of photos added
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JiMBO User Manual
Transferring a Job This feature is not available when job status is Archive.
1. In the Jobs view, touch a job card that you want to transfer, the Job Transferring dialog appears
2. Optional - Search for franchisee’s full name, first name, or last name (only franchisees under the
same franchisor listed)
3. Touch to select a person
4. Optional - Touch to select an appointment, multiple appointments, or select all
5. Optional - Touch to transfer notes associated with job (option displays when there is at least a
note created)
6. Touch Transfer to process or Close to abort
7. Optional - Touch Close to close the confirmation message (appears only when select Transfer
from step 6)
8. If job is successfully transferred,
• You should be able to see a transfer message added in Job’s note
• The system will send notification to the transferee, to accept or reject job , go to Manage
Transferred Job page 46
2
Aaron Reys 4
Allan Puddy
Allistair Follacchio
Ambert Jose
Andrew Low
Anthony Stone
Arty Mills
Baird Thompson 5 7
3 Brett Borg
8 Borg
6
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JiMBO User Manual
Manage Transferred Job If you are using JiMBO on the iPad, you have to sync data to view a transferred job.
1. Touch the Dimple to open Quick Navigation page
2. Touch Transferred Jobs menu located on the left
3. Select a transferred job that you want to manage
4. Touch Accept to receive the job or Reject to return job back to sender
2
3 4
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JiMBO User Manual
Changing the Status of a Job 1. Touch the Job Status icon
2. If the job is finished and you wish to cancel all future appointments (if any), touch the Complete
button or If you wish to cancel the job and all future schedules (if any), touch the Cancel button
3. Touch Yes to confirm or No to cancel
2
1
3
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J1MBO User Manual
Viewing the History for a Job
1. Touch the History tab 2. Touch OK to close Job History panel
. .
Job History
Ff.i.ii.jgi·iiJfi.F Completed JObmanually,completed 1futuro schodulo(s)
13 May 2012 "5 PM
Mi§!!!M·ii• UPDATE . 0_30o7_18897371443
QUOTE Customer signed a signature
13 May2012 529 PM
H31i!ti.MlM UPDATE- 0_3067_18897371443
13 May2012 629 PM
Wflfj,h·111& Scheduled
FiflM'!ff§W Change to lnquinod
13 May 2012 6.24 PM
13 May2012 321 PM
13 May2012312AM
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JiMBO User Manual
Calendar
The Job Calendar
1. In the Jobs interface, you can switch views to list Jobs by Day, Week, Month, or Year
2. To view events on iCal , touch a box next to Show iCal Calendar located on the top area of Day,
Week, and Month view
3. The Day view - displays all events for the day as a list on the left and by the hour on the right
hand panels.
Touch to view
Job card
Customer Name Customer contact number
Note associated
with Schedule
Suburb
Jump to
Today’s date
Previous Day Touch to jump
to other dates
Next Day
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4. Week view - touch the area under each day to jump to the day view for that date
Touch to jump to
day view for that date
Blue shade event indicates
schedule is active
Light blue event indicates
completed schedule
Touch to jump to a
different week
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5. Month view - touch area under each day to jump to the day view for that date
Touch to jump to day
view for that date
Touch to jump to a
different month
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6. Year view - Touch any month to jump to the Month view for that date
Touch to jump to a
different year
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Adding a New Job from the Job Calendar 1. In the Job Calendar view, touch the Add New Job icon located just under your login name. The
Add New option appears 2. Touch New Job, the Add New dialog appears
3. Select the job source
4. Select the customer
a. If the customer already exists, type in the first few letters of the customer’s name to
search for customer and pick customer from the list.
b. If it’s a new customer, touch the Add new customer icon. 5. Select the site address
a. If the site address already exists, touch to select it from the list.
b. If it’s a new address, touch the Add New Address icon.
6. Enter Job Description by
6.1 Touching the shaded box under Job Description, the on-screen keyboard will appear,
6.2 Then, use the keyboard to type text as needed 7. Under Appointment Date, select the date to app a job schedule
8. Optional - Under Appointment Notes, touch to add a note for this appointment
9. Touch Save to store the data or touch Close to abort
If the job was added successfully, an appointment is created and displayed in the Job Calendar. A
job card is also created and will appear under the Recently Updated tab as well as the Schedules
tab.
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JiMBO User Manual
26 27 28 29 30 31 2 3 4 5 6 7 8 9 10 11 12 13 14 15
16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6
1 8
0 September 2012 0
Su Mo Tu We Th Fr Sa
.
0 Show iCalCalendar
[ Add New
2 New Job
From nquiry
Saturday, 1 Sep 2012
( Referral
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6
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New
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JiMBO User Manual
Quotes & Invoices
Interface Overview
Open the Quotes & Invoices module
Quote/Invoice Card Quote/Invoice Tab Quote/Invoice Preview
Search Owing CSV Debtors Email
Open Actual
Quote/Invoice
Go to Customer
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Layout Overview
The Quote
Back to Previous page Customer Details Quote/Invoice Status
Company Quote/Invoice
Date created
Products
Add a
product
Warranty
Payment
Hide sub total
Hide Grand total
Signature
area
Discount
Edit Stock
Quick
Total
Amount Amount Paid
Delete
Save
Email preview
Payment
History
Quote/ Invoice
Amount Owed
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JiMBO User Manual
The Invoice 1. A quote can be changed to an invoice by touching the Quote/Invoice selector at the top of the
screen
2. The Warranty & Payment Type must be specified to create an invoice 3. If an invoice is paid by Credit Card, the Authorization number is required.
1
2
3
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Creating a Quote
From Job Interface by touching Add Quote icon
1. Touch the date picker to select the date for the Quote
2. Touch Add Item : A list of products appears automatically (these have been populated by your
divisional franchisor)
3. Scroll up or down to view more products, touch to select a product 4. Optional - Update Product Description, Quantity, Unit Price, or add Notes if required
5. Optional - where discount option available, enter discount in % or amount if required (The
discount will be applied to the Total amount)
6. Touch Save to save or Back located on the top left corner to cancel
1
3
2
4
5
6
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JiMBO User Manual
Creating an Invoice
From Job Interface by touching Add Quote icon
1. Select Invoice from the top of the screen then follow step 1 - 5 as described in Creating a
Quote
2. Optional - Select service warranty
3. Optional - Select Payment Terms
4. Enter paid amount if required
5. Select Payment Type - if paid by Credit Card, the Authorization number is required
6. Optional - Enter Note
7. Touch Save to save or Back located on the top left corner to cancel
1
6
2
3 4
5
7
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Adding a Customized Product or Service 1. Touch Add Item button
2. Use the keyboard to type text as needed in Description
3. Touch the arrow located on the most left of the product row to activate the keyboard
4. Touch Add button, and select Yes when the confirmation is displayed
Note: If you would like to abort the process, touch the arrow again
1
3
2
4
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Deleting a Quote or Invoice
Option 1: From the Jobs Interface
1. A Quote/Invoice can be:
Searched by customer from the Search Tab; or
Go to Quotes & Invoices tab for jobs filed under In-Progress
2. Touch the Quote/Invoice tab
a. Scroll through the cards listed in this panel
b. Touch View to open the actual Quote or Invoice
3. Touch the Delete icon and the confirmation dialog is displayed
4. Touch OK to delete or Cancel to abort
2
1
3
4
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Option 2: From the Quotes & Invoices Module
1. Optional - Search the Quote/Invoice by Customer name or its number
2. Touch the Quote/Invoice Card to select and display a preview of the Quote/Invoice
3. Touch the Edit icon to open the actual Quote/Invoice
4. Follow Steps 3 & 4 as described in Option 1 (see previous page)
2
1 3
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JiMBO User Manual
Deleting a Product, Item, or Row
1. Touch the arrow located on the most left of the product row 2. Touch the Delete icon. the Delete Confirmation is displayed
3. Touch Yes to delete or No to abort
Description
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JiMBO User Manual
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View Outstanding Invoices
1. Touch the Owing icon
2. A list of invoices that have not been fully paid is displayed along with a total of the amount
OWing
Total: $5,452.00
Paid:$2,500.00
Balance: $2,952.00
Stock:$86.20
Gross Profit: $5,365.80
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Damian Burke
lnvotcc No. 01002
Created Date: Wed, 17 Oct 2012 10:53am
Total: $465.00
Pa1d:$100.00
Balance: $365.00
Stock:$27.70
Gross Profit: $437.30
Peter Harris
0423771211
lnvotcc No. 01003
Created Date: Wed, 17 Oct 2012 2:45am
Total: $200.00
Paid:$0.00
Balance: $200.00
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JiMBO User Manual
Maps
The Map module is divided into 3 sections – Jobs, Staff, Custom
Jobs on the Map
1. Touch the Map object on the front-desk
2. In the Job section of the Maps Module you will be able to select the Job Status to view the
locations for all jobs under that status.
a. This interface offers 4 tabs to filter the sites listed (according to Job Status)
3. Select the status from tab
4. You can also filter jobs using the date applicable to a job
2
3 4
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·' '
It
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f m
Maps for Staff
The Staff section of the Maps module allows you to view where your staff are located by his or her
home address (as entered into the JiMBO Admin).
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JiMBO User Manual
Custom Map Markers The Custom section of the MAP allows you to customise useful map pins relevant to your business.
1. The Drop Box helps you to filter your map markers by selecting the type of location you wish
to tag. *please see JiMBO Admin manual for set up of location type for admin only
2. To add a new location to your set of Custom map locations, simply touch the “+” icon and
enter details as instructed by the New Location dialog panel
1
2
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JiMBO User Manual
The Library 1. Touch the Library object from the Back Office or the Dimple menu
2. Optional - Documents are set up by your Divisional Franchisor and if there are no documents
under the Library or documents do not appear to be up-to-date, touch the Sync button to
ensure the library is synchronised correctly.
3. Navigate to a document folder, swipe up or down to view more documents 4. Touch a Folder to view documents inside it
5. Refer to the process described for Brochures on how to view, print, and email document (see
page 24 - 25).
Hot Tip: The Library features a Breadcrumb trail that allows you to jump between the hierarchy as
you navigate through the library by touching the description e.g. Current location is “Panasonic”
touch “Library” to go to Main Folder
2
4
3
Breadcrumb
Navigation
5
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JiMBO User Manual
Customers
Interface Overview
Back to Front-desk
Search Customers Map Zoom to Full Screen Map
Customer List
Address Details
Map Lookup
Add New Customer Customer Job History Save
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JiMBO User Manual
Creating a New Customer 1. Touch the Add New Customer icon
2. Enter the Customer Name and Address
3. Optional - Tick if the new address should be set as the site address
4. Touch Save to save or any area to abort
2
3
1 4
Once saved successfully, the
customer’s name is displayed
under the Customer List and their
information appears under
Address Details
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Helper: Map Lookup in Job or Customer
This feature is available when creating a new address from Job or Customer 1. Touch the Look Up icon
2. Enter any part of address that you are looking for e.g street name, suburb on Address bar,
3. Select an address by
3.1 Touch Address as suggested by the Lookup or
3.2 Pick up the pin and place it on the map
4. Touch Use to populate address information or Cancel to abort
2
3.1
3.2
4
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JiMBO User Manual
Updating the Billing Address
1. Optional - Search for a customer (by typing the Search Bar) or Swipe up or down to find a
customer
2. Touch the name of the customer from the Customer List
3. Touch the Billing Address to update, information displays in Address Details
4. Update the details as needed
5. Touch Save to save or touch any other area to abort
Note: Edited name on billing address will not update contact name in site address.
1
2 3
4
5
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JiMBO User Manual
Updating the Site Address
1. Optional - Search for a customer (by typing the Search Bar) or Swipe up or down to find a
customer
2. Touch the name of the customer from the Customer List
3. Touch to select the address to update,
a. The address information is displayed in the Address Details
4. Update the details as needed
5. Touch Save to save or touch any other area to abort
1
2
3
4
5
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Adding Customer Notes or Site Notes 1. Touch the customer name from the Customer list
2. a: To add Customer Notes,
touch the “+” button next to
Customer Notes 1
b: To add Site Notes,
touch the “+” button next to
Site Notes 3. Enter notes
4. Touch to save or cancel 2
3
4
Once saved successfully, the note appears in the appropriate box.
Important, once a note is saved, it cannot be deleted or altered.
Hot Tip: Notes area is scrollable to view more notes added
Future update will allow notes to be posted into job details on FMS
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JiMBO User Manual
Viewing Quotes/Invoices from the Customer
Module
1. Touch customer name from the Customer list
2. Touch Quote/Invoice tab
3. Select Quote or Invoice
4. Touch the View button on the Quote/Invoice card to view the actual Quote/Invoice
3
1
4
2
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JiMBO User Manual
Viewing Jobs from Customer
1. Touch customer name from the Customer list
2. Touch the Job tab
3. Scroll to view jobs, select the Job to view
4. To go back to the Customer list, touch the Billing Address area 1
4
2
3
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JiMBO User Manual
Deleting Customer 1. Optional - Search for a customer (by typing the Search Bar) or Swipe up or down to find a
customer
2. Touch the name of the customer from the Customer List 3. Touch the Delete icon and the confirmation dialog is displayed
4. Touch Yes to delete or touch No to abort
Note: If selected customer is shared with another staff, customer will not be deleted.
1
2
3
4
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JiMBO User Manual
Deleting Site Address
1. Optional - Search for a customer (by typing the Search Bar) or Swipe up or down to find a
customer
2. Touch the name of the customer from the Customer List
3. Touch to select the site address
4. Touch the Delete icon and the confirmation dialog is displayed
5. Touch Yes to delete or touch No to abort
Note: If selected site address has job associated with, site address will not be deleted.
1
2
3
4
5
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JiMBO User Manual
Expenses
Interface Overview
Default date is set as today.
Expense List
Add Item
Touch to
view details
Entry includes
image
Total Expenses
Search
Add New Expense
Expenses CSV
Print Expenses
Print Daily
Expense
Delete Daily
Expense
Save Daily
Expenses
Email Daily
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JiMBO User Manual
Recording an Expense Item
1. Touch the Add New Expense icon
2. Select the date for the expense record
3. Touch Create to create expense or Close to cancel
4. Touch the Add Item icon next to date to add a row
5. Touch a row under Title Column to add Expense item
6. Touch added row to add item. Slide up-down to view more items
7. Enter Invoice number (optional), Total, Select Payment type, Notes (optional)
8. Touch to save Expense
Hot Tip: Make sure all expenses are added then saved before adding photo associated with
expense item; otherwise, you may loose the item that was added.
4
2
3
1
6 7
8
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JiMBO User Manual
Searching Expenses
Search by Title, Note, or Invoice number
2 Select the correct filter from the list e g Title, Note, or Invoice number
3 Filter by date range
4 Touch to Search or Clear to cancel
Title
Note
Invoice No Cu"fH>CY a.s SAUD
Equipment - New
Equipment - Insurance
Equipment - Repayments
Equipment - Parts
Equipment - Fuel
Cu"ency as SAUD
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JiMBO User Manual
Reporting
Revenue
Chart Definition:
1. Average Profit Per Job is the total Gross Profit divided by the total number of jobs
2. Revenue vs. Gross Profit shows changes in Revenue (the yellow line ) and Gross Profit (the
blue line) over a period of time
3. Expenses are calculated based on items added in the Expense Module in a given month
4. Revenue vs. Expenses is the comparison of Revenue and total Expenses incurred during a
given month
Note:
Revenue is the total amount earned from Invoices
Gross Profit is revenue from invoices minus stock items entered
Chart Interaction:
1. Set month or a period of time to view chart
Time Interval as set in Revenue vs. Gross Profit chart will control data in Average Profit Per
Job
‘Expenses’ & ‘Revenue vs. Expenses’ display data is filtered by month as set. The default
value is current month.
2. Double tap to view in full screen
1 2
3 4
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JiMBO User Manual
Performance
Chart Definition:
1. Job Targets is a comparison between the target (as defined under settings) and the actual
number of completed jobs during a month 2. Job Sources is the percentage each job source has contributed to leads or enquiries (this is
captured when a new Job is created) 3. Job Status is the aggregate view of the total jobs split into the 3 main types: Inquiry, In
Progress, and Archived. If there is enough information for Completed jobs, Cancelled Jobs, and
Transferred jobs under Archived, it will be displayed in the chart 4. Jobs under the Progress chart reflect jobs that are In-Progress (the yellow line), have been
quoted (the blue line), or have been invoiced (the green line).
5. The Revenue vs. Expenses chart compares Revenue earned against total Expenditure
during a given month
6. The performance of each technician can be compared against the average across your
business:
Hours Worked vs. Hours Paid are the total hours set when making a Job Appointment
compared against the actual per hour rate as defined in the JiMBO Admin
Earnings Per Hour are shown as total earnings of technicians
Average Time Spent Per Job is based on total hours used to complete a job divided by the
total number of jobs
Average Revenue Per Job is derived from total revenue divided by total number of jobs
Chart Interaction:
1. Set the month or a period of time using the date picker to view statistics over a period of time
Job Targets and Job Source data is filtered by month. The default value is the current month.
Time Interval as set in Jobs in Progress will control the data displayed in the Job Status
chart
The four charts at the bottom of the screen are filtered by month. The default value is the
current month.
2. Double tap to view a chart in full screen currently this feature is not available for the Job Status
chart
1 2
3 4
5
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JiMBO User Manual
FAQs
Getting Started
How will JiMBO help my business?
JiMBO helps streamline your Jobs, Invoicing, & Management of Business Operations.
Increase profitability
Track debtors easily
Create quotes & invoices on the move!
Save time, effort, and operating costs
Integrates with Accounting Packages
How do I sign up and subscribe to JiMBO?
Please click on the below link to sign up for the Jimbo App.
https://jimboapp.jims.net/requestdetails.php
Once your account has been completed an email will be sent containing your username and
password as well as links to download the app as well as a link to access the web version of the
app.
Please be sure to use the email address that is in FMS4 when signing up.
Jimbo iPad App is recommended for iPad 4 or newer.
Jimbo is covered in the Franchisees fees for any Franchisee who started after 13th January 2013.
For Franchisees staring before 13th January 2013, try Jimbo and get the first month free!
Additional months charged at $10 per month.
Jimbo is free for Franchisors.
What happens if I lose my iPad or I buy a new iPad? Will I lose all my
information?
No, all data is save on the cloud. You may lose some data that has still not synchronised with the
server. Our suggestion is to keep syncing data.
How many users can my company have?
By default, the maximum number of users for a company is 5. If you require more users, please
contact your sales representative for more information.
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JiMBO User Manual
What version of the iPad can I use with the JiMBO?
At this stage, iPad 2 (or newer) with iOS6 or above is required.
Can I use the same account on multiple iPads?
Yes, but your account will only allow you to login to a single iPad at any given time. Logging in to
multiple iPad may cause loss of data.
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JiMBO User Manual
Synchronisation
Will my information be available as soon as I have uploaded content or
made changes to my Admin account?
Yes, as soon as you synchronise your iPad.
Do I need to manually synchronise data to my iPad?
Not really. JiMBO automatically synchronises your data every 30 minutes (if an internet connection
is available). You can manually synchronise your iPad anytime you like.
How long will it take me to synchronise my data?
This depends on how much data you have stored on the cloud and the internet speed available to
you during sync. For most first time users, with no customer data or images, data synchronisation
takes less than a minute.
What happens if I don’t synchronise my data before I log out of my
account?
Will I lose all data that I have entered before logging out?
No, the data will be saved under the account you were using and will be available when you login
again.
Why is the data synchronisation so slow?
Sometimes 3G connections can be slow in certain areas, especially if you have a lot of data waiting
to be synchronised. If the synchronisation is running slowly, stop the sync and try again when you
are in a location with better 3G or Wi-Fi performance.
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JiMBO User Manual
Troubleshooting
I am not able to type using the on-screen keyboard. How do I fix this?
Close the keyboard and tap on the data-entry field you want to fill in again, or swap to another field
and come back.
What do I do when the application freezes?
Try to close the app by:
Double tapping the home button
Hold your finger on the app-icon until it a little red cross appears
Tap the app-icon with the red cross---this will close the app
Then re-start the app.
The App keeps crashing. Am I doing something wrong?
If you continue to experience crashes, make sure that all data is synchronised. Then backup your
iPad in iTunes, delete the app from your iPad and reinstall it from the Apple App-store.
Account Integration
Can data from JiMBO be uploaded into my accounting system?
JiMBO can export data in CSV format which is compatible with MYOB, QuickBooks, and Excel
Spreadsheets.
Feedback How do I report a bug in the application?
Please send any bug reports to us using the form available at:
http://www.jimbo-app.com.au/support
What if I need a feature that is not available? Feature requests are most welcome. You can send us your requests using the form available at:
http://www.jimbo-app.com.au/support
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JiMBO User Manual
General support Provided by Mobilise IT
MIT phone - 03 8456 7555
MIT email - [email protected]
User Guides
Jimbo Help Videos - http://www.jims.net/jimbo
Sign Up questions & Jim’s Jobs importing.
Email [email protected]
Carrier based issues (Jim’s Optus plans only)
Silvia
0424 159 868
Payment enquiries
Jimbo is covered in the Franchisees fees for any Franchisee who starts after 13th January 2013.
For Franchisees staring before 13th January 2013, try Jimbo and get the first month free! Additional
months charged at $10 per month.
Jimbo is free for Franchisors
Email [email protected] for more information.
And remember there is always Jimbo on the web. Log in here -
https://jimboapp.jims.net/jimbo.html
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JiMBO User Manual
Notes
