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Managed Print Services Edition

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Jim2 Managed Print Services (MPS) Edition has been specifically designed for the photocopier/printer service industry.

 

machines in ribbon

 

Jim2 MPS Edition allows a machine-centric view of all activities (service and consumables) related to a specific machine. Setting up a unique contract record for each machine will allow you to integrate the original sale, page counts and billing, sales related to that machine (consumables) and all service and maintenance jobs, providing you with a full history for a given machine.

 

Jim2 MPS Edition can easily handle thousands of machines that can be either under a full service contract or time and materials contracts.

 

view machine

 

Each machine is allocated a unique machine ID. This can be your existing contract number, or can be automatically generated by Jim2.

 

All sales, service and meter billing jobs are linked to this unique machine ID, allowing detailed reporting and analysis.

 

Machines appear in the ribbon under Machines (the default name is Projects – you can change it here). This allows you to have the same features as jobs, quotes, etc. including multiple machine lists. Options, security and ribbon menu also have their own Machines sections.

 

Throughout this area of the Help File, we will refer to Projects as Machines.

 

The ability to create machine templates for non-billing templates is also available.

 

Following is a list of reports it is recommended to run on a regular basis:

 

Jobs Reporting

On the ribbon, go to Jobs > Create Job List, select Type Service, then click Run. From the Reports area of the ribbon select the report named Job List - Fault Description. This report is good to sit down with your service department and get an update on active jobs. You can do the same for other types, such as consumables, etc.

 

On the ribbon, go to Jobs > Create Job List. Tick only Invoiced, select Type Service. Click on Advanced List at the bottom of the screen, select the Contract Type, then click Run. From the Reports area of the ribbon select the report named Job List - Job Labour Analysis, then Job List - Job Profit, then Job List - Job Profit by Job.

 

On the ribbon, go to Jobs > Create Job List. Tick only Invoiced, select Type Service, then click Run. From the Reports area of the ribbon select the report named Job List - Machine Response Times. You can also run this list for a particular customer only by filtering your list by Cust#.

 

Machine Reporting

On the ribbon, go to Machines > Create Machine List, select Machine#, then click Run. Double click on the machine in the list. From the Reports area of the ribbon select the report named Machine Service History, as well as Machine Service History Details. Ensure you enter a Machine# that has been worked on recently.

 

Also from the Reports area of the ribbon, select the report named Machine Profit. If the machine has no service history in Jim2 the report will be blank

 

On the ribbon, go to Machines >Create Machine List, select Cust# , then click Run. From the Reports area of the ribbon select the report named Machine List - Machine Profit, then Machine List - Service History by the Month.

 

Management Reporting

On the ribbon, go to:

Management > Business Analysis > Profit & Loss, then click Run.

Management > Business Analysis > Balance Sheet, then click Run

Management > Reports > Job Reports > Labour Daily, select Last Week, then click OK. This might be a report you print and discuss with your Service Manager about your technicians.

Management > Reports > Stock Reports > Stock in Advance Liability. Shows stock sold in negative figures. Also shows stock invoiced where the purchase order is still sitting on Received.

Management > Reports > Stock Reports > Stock Profit. An excellent report with many uses. Try all the different filters, ie. by Account Manager with Item – Sale to see salesperson reports.

Management > Reports > TopX > TopX Customers

Management > Reports > TopX > TopX Stock

 

Further information:

Overview

Setup

Machine Footer

Machine Header

Machine Lists

Machine Reports

Meter Overview

Meter Reading Options

Operation

3 Tier Colour Coverage Billing

3 Tier Colour Coverage Reads Billed with Total Colour Rate

3 Tier Colour Coverage Reads Min Volume on Colour Total

Add Manual Meter Readings

Add or Remove a Child from a Master

Advanced Meter Examples

Base Charge and Minimum

Base Charge and Base Rate

Bill a Master Machine

Billing Exact Amount Using a Balancing Meter

Billing Using Prepaid Blocks

Billing Using Expiring Prepaid Blocks

Black A3 and Black A4 Meter with Minimum Volume Over the Two Meters

Black A3 and Separate A4 Meter

Clawback Meters

 

Create a Non Billing Template

Create a Machine Contract

Estimate Meter Reads

Fix Incorrect Meter Read

Machine Serviced by 3rd Party

Machine Serviced by 3rd Party with Base Charge

Machine Serviced by 3rd Party with Minimum Charge

Machine Serviced by 3rd Party with Minimum Volume Charge

Machine with Total Meter

Manage Invoicing Multiple Masters

Minimum Dollar Amount

Minimum Dollar Amount for Black Only

Minimum Volume for Black

PMP Plan Meter Setup

Prepaid Pages

Produce a Summary Invoice

Recommended Reports

Refurbish Machines Using Special Stock and Sales Kit

Refurbish Machines Using Special Stock and Manufacturing

Refurbish Photocopier Parts

Replace a Machine Part

Service and Finance Split Billed as Single Amount

Set up a Master Machine

Set up and Use Text Email Request

 

Set up and Use Web Meter Reads

Set up Consumable Coverage on 3 Tier Billing Stock

Set up Machine with Price Break Point

Set up Master with Average Billing

Set up Master with Clawback All Unders at Current Rate

Set up Master with Clawback all Unders at Historical Rate

Set up Master with Clawback All Unders Overs at Current Rate

Set up Master with Clawback Open Unders and Overs at Current Rate

Set up Master with Clawback Open Unders at Current Rate

Set up Master with Meters with Different Periodicities

Set up Master with Multiple Black with A3 and A4 Meter and Min Volume

Set up Master with Multiple Child Machines

Set up Master with Multiple Children and Minimum Volume

Set up Master with Multiple Children with Different Black Rate

Set up Master or Standalone with Free Pages

Set up Master or Standalone with Prepaid Pages

Set up QR Code

Simple Meter Examples

Skip Billing

Split Billing 2nd Party

Split Meter Setups

Terminate a Contract

Unders and Overs Meter Setup