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Jim2® Business Engine Help File

Navigation: Jim2 Mobile v2

Home Screen Overview v2

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Once logged on to Jim2 Mobile, the Home screen will appear.

 

Home screen

 

The Home screen provides access to Jobs, Contracts (Projects), Leads (Quotes), CardFiles, Stock, Schedule, Email, and Documents. Projects will only appear if the Jim2 licence key includes this feature. There is an Assets icon which is coming soon!

 

At the foot is the Home icon, which will return to the screen above, Recents icon that displays a list of recently open objects, Timers for starting/stopping timers, as well as showing labour for the day, week or month. Options is explained in detail here. The + icon in the middle will bring up the Home icons in a wheel display, (which can be seen on any screen) allowing you to tap on any icon to go to that screen.

 

home wheel

 

To return to this screen at any stage, choose the Home icon from the bottom left hand corner of the screen, or the Back icon at the top left (shown below).

 

Back button

 

Info

All lists display exactly as they do on the Jim2 Client back in the office, and are searchable.

 

Note: If you change your lists on the desktop, you will need to log off from the desktop, then swipe down on the mobile list to refresh it.

 

Jobs, Contracts, Leads, Stock, CardFile, Documents

Each of these screens will move to the lists for that object. Some of these objects also allow to scan in a job/quote/contract/barcode number.

 

This facility can be found on the second screen of the object, ie. stock:

 

scan object

 

scan job no

 

Simply hold the device over the bar code and Jim2 will find the object.

 

Example: Jobs

This area will show jobs on wait, booked, cancelled. etc. The jobs show on the date that the job is due. Jobs with unread emails will be shown as well.

 

Jobs screen

 

Schedule and To-Do Tasks

Schedule shows all things scheduled in Schedule list as set up in Jim2. It also shows any follow-ups that have been scheduled for the current day, or any date selected. Tap the required task to view the details.

 

You can change the view using the icon below:

 

task details

 

Email

Email shows default email lists as set up in Jim2. Send, receive, reply and forward emails from here.

 

email screen

 

Info

Watchouts do not currently work with Jim2 Mobile.

 

Jim2 Mobile will auto log off after 20 minutes of inactivity.

 

Further information