Business Workflow Management

With Jim2 you can monitor for potential bottlenecks—it shows where processes slow down so your team can intervene and keep everything on track.

You can delegate jobs and quotes by reviewing who is available and assigning responsibilities within their role to the business workflow. Any exceptions to the rules are quickly identified and flagged for a manager to review.

Yes, Jim2 has multiple layers of access security that can be setup at user, group or job role levels. If a user receives a security warning, the administrator is made aware of the sequence of events that caused it, and provide additional training to the user, or amend that user’s security settings to match the access required by the staff.

Jim2 displays their stages clearly, so it is known where each quote, job, or order stands by status. List feature an overview of status on multiple quote, jobs or orders that can be filtered and sorted by status. Reports easily identify which quotes, jobs or orders are in which status and users will allocated to their own screen what is allocated to them. Updates happen immediately and there is no lag or caching required as the transactions/updates occur immediately  in real-time.

Instantly view, allocate, and update tasks, meetings, calls, and appointments within Jim2’s scheduling feature. This tool is useful also for assigning staff leave and allocation of season promotions within Jim2.

Absolutely, Jim2 provides email integration, linking communications to quotes, sales orders, or purchases for full traceability.

Use the Jim2 Document Library, which securely stores all files—like customer, product, and service documents—with easy retrieval, updates and mark as obsolete.

The Jim2 Business Engine includes live lists, reports and analysis tools, giving real-time insights into business operations. From your General Ledger reporting to ABC Inventory use reports and labour costs per job analysis, Jim2 is the single thread of truth running throughout your business.

Yes, Jim2’s Office-style user interface is intuitive and familiar, with powerful record look-up functionality. There are also a number of shortcuts that can be learnt to make data entry faster.

Definitely, using Jim2 API you can connect vendors and online sales directly to Jim2. Or Jim2Commerce can be used for your online store. The online portal is an extension of your Jim2 investment by making your business operational 24/7.

Jim2 Dashboards show you exactly what your team workload is. The Jim2 Dashboard displays management information and key performance indicators for all areas of the business, including general ledger financial information with comparisons, debtor and creditor balances, branches (if branches are enabled), sub-branches and GL Departments, and the workflow status of any areas of the business. This information is displayed on Dashboard tabs that are created and named, eg. Accounts, Service, Job Status, etc. in an editable layout.

Yes, it is easy to reallocate and edit any scheduled activity quickly within the workflow scheduler. Quotes, jobs and orders can be reassigned to staff members to keep progress moving.

By using lists, statuses and email tracking, I ensure everyone can see progress and updates on quotes, orders, and jobs. For specific reminders, watch outs can be set to prompt staff to provide them with additional information that may affect that job or customer record.

Jim2 ERP software can run powerful reports to measure efficiency and highlight areas for improvement. Jim2 Dashboards also provide an up-to-date visual screen to help you see your performance.

Jim2 supports fast record look-up, it can locate information in seconds. No transferring of information between systems required. Transactions are instant.

The combination of scheduling, status updates, and email tracking fosters transparency, clear communication and coordination.

Yes, external client emails tied to quotes, orders, and sales are automatically linked and tracked.  Team-based email inboxes show a snapshot of correspondence with ability to tag emails for interest to other team inboxes.

Yes—all documents are stored in a fully integrated, secure Document Library with controlled access. Documents can also be “checked out” to be updated with the latest document revision and then replaced for immediate use.

Jim2’s Reports and Analysis tools allow you to export insights for team reviews and decision-making. These exports can be excel spreadsheets or as pdf’s.

Jim2’s familiar Office-like interface and search tools ensure a short learning curve. Once you have an office champion, on boarding new staff is easy. Jim2 also offers free email and Australian based telephone support, a comprehensive online help portal and a platform for you to add specific functionality requests for our development team.

It tracks every step of the sales cycle, from initial quote to order completion, including associated communications. Using the order status’ you can see exactly what in waiting for your attention, what is in progress, what is completed and what is invoiced.

Absolutely, add or adjust tasks, calls, and meetings on the fly as needs change. You can create a primary task and it can populate secondary tasks automatically.

Jim2 can scale with your business. Lock stepping with your success. Jim2 can monitor workflows, remove bottlenecks, and standardising processes you can retain full operational control.

By empowering your team who deals with your customers. Having all the customer information available in one place is a game changer. Supplying correct pricing, quotes, stock levels and previous sales history ensures that customers will want to keep coming back. Also with consistent service, accurate scheduling, and central email tracking. Jim2 ensures nothing falls through the cracks.

Complete the enquiry form below to request a demonstration—then begin optimising workflows with expert support.