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Jim2® Business Engine Help File

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Managed Services Edition

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Manage customers, jobs, quotes, etc. with ease!

 

projects tab

 

Jim2 Managed Services Edition has all the features and functionality of Jim2, along with additional features that manage all your service contracts, recurring billing and prepaid labour.

 

The Managed Services edition covers:

Regular maintenance contracts

Scheduled recurring and ad hoc jobs

Periodic billing

ISP recurring billing.

Management of contracts – length, SLAs, key personnel, etc.

Adding and recording service jobs

 

The use of Project Templates allows jobs to be created with predefined values. This allows for fully customised job creation, and ensures far greater speed and continuity of data capture during job entry and creation. This also enables multiple jobs to be created simultaneously from the project, automating the creation and setup of jobs that make up a project.

 

Full Dynamic Kit Support

Full dynamic kit capability is available within the job creation process. In line with our unified billing focus, you can completely customise which stock will be included on a job within kits. This includes the ability to hide stock and price on some or all stock lines within the kit, giving full control of how the kit(s) will look when the billing job is created.

 

MS Dynamic Kit Support

 

Info

By default, in Jim2 this object is called Projects, however it can be renamed to Managed Services, or any other meaningful name for your business. Throughout this section, the object is referred to as Projects.

 

Further information: