From First Quote to Final Payment
Discover how easy it is to manage enquiries, assign tasks to your team on-site, and get paid faster with our streamlined digital workflow.
Streamline Your Service Business Workflow
JMAN streamlines your entire job management process, from quote to completion. Follow these simple steps to transform how your business operates:
Create Job
→
Send Quote
→
Assign Engineer
→
Track Progress
→
Complete & Invoice
Step 1: Create & Scope Jobs
Start by creating a new job in JMAN. Enter all the essential details: customer information, site location, job description, required parts and materials, and estimated time. JMAN keeps everything organized and nothing falls through the cracks.
Quick Entry Form
Input job details in seconds with our intuitive form. All customer information is stored centrally for easy reference on future jobs.
Resource Planning
See what parts and materials you'll need upfront. Manage stock levels and order what's required before the engineer arrives.
Cost Estimation
Calculate costs based on labor, materials, and equipment usage. Build accurate quotes instantly using your pricing templates.
Step 2: Send Professional Quotes
Generate polished, professional quotes directly from your job details. Send them to customers with one click, track whether they've been viewed, and manage quote acceptance and rejections—all without leaving JMAN.
Template-Based Quotes
Create branded quote templates that reflect your business. Customize colors, logos, terms, and payment methods to match your brand.
Instant Generation
Generate professional quotes in seconds. All pricing, terms, and customer details are pulled automatically from your job data.
Quote Tracking
See which quotes have been opened and when. Get instant notifications when customers accept or decline your quotes.
Step 3: Assign & Schedule Engineers
Once a job is accepted, assign it to your available engineers based on their skills, location, and schedule. JMAN automatically creates optimized routes to minimize travel time and fuel costs, while keeping your team informed every step of the way.
Smart Scheduling
View engineer availability and schedules at a glance. Assign jobs based on skills, location, and workload to maximize efficiency.
Mobile Notification
Engineers receive instant notifications about new jobs on their mobile device. They can accept, view details, and navigate to the job site immediately.
Route Optimization
JMAN suggests optimal routes for multiple jobs, saving time and fuel. Engineers can view the entire day's schedule on their phone.
Step 4: Track Progress in Real-Time
Keep full visibility of every job in progress. Your engineers use JMAN on-site to log time, update status, add notes, and capture photos. You get real-time updates on your dashboard, so you always know what's happening in the field.
Live Job Status
See which jobs are in progress, on hold, or completed. Engineers update job status directly from the site using the mobile app.
Time & Labor Tracking
Engineers log their time as they work. Track actual labor against estimates to identify profitability and spot inefficiencies.
Photo & Document Capture
Engineers take photos of before/after, problem areas, and completed work. All documentation is automatically attached to the job record.
Step 5: Complete, Invoice & Get Paid
When the job is finished, JMAN generates a professional invoice automatically. Include labor, parts, call-out fees, and any additional charges. Send invoices digitally, accept online payments, and get paid faster—all integrated into JMAN.
Auto-Generated Invoices
Invoices are created instantly when a job is marked complete. All costs, labor, and materials are calculated automatically with no manual entry.
Online Payments
Send invoices to customers with payment links. Accept credit card, bank transfer, or cash payments. Reduce payment delays and administration.
Full Audit Trail
Every job from quote to payment is documented and stored. Access complete job history, customer records, and financial reports anytime.