JMAN (Job Management) for SMEs

JMAN simplifies job management for tradespeople and service providers, ensuring smooth workflow, efficient communication, and seamless financial tracking. Here’s how it works:

1. Client Management

📞 Receive a Job Request

• Search for the client by name, business name, postcode, or account reference.
• If the client is new, add them to the system.

📝 Create a Job or Select an Existing One

• Link the client to a new job or manage their ongoing projects.

2. Job Creation & Assignment

🛠️ Set Up the Job

• Define job details such as name, description, client contacts, start/end dates, estimated hours, and cost.

👷 Assign Workers

• Allocate staff with specific schedules, estimated work hours, and special instructions.

📦 Plan Materials

• Add pre-required materials (stocked or non-stocked) to ensure the job runs smoothly.

3. Work Execution (For Workers)

📋 View Assigned Jobs

• Access a personalized dashboard with current, upcoming, and past work details.

📍 Go to Work & Complete Tasks

• View work descriptions, job location, contact details, and pre-assigned materials.
• Carry out the work and follow any special instructions.

📝 Record Work Progress

• Log in-out times, describe completed tasks, upload before/after images, and report material usage.
• Request additional materials if needed.

✅ Submit Work for Approval

• Once finished, submit work records for admin approval.
• Mark the work as complete when all assigned tasks are done.

4. Job & Work Management (For Admins)

📊 Track Job Progress

• View jobs by worker, status, location, contact, or creation date.

👥 Manage Workforce & Materials

• Assign or remove workers and materials as needed.

🔍 Review & Approve Work

• Approve or decline submitted work with feedback for workers.

📄 Generate Invoices

• Create interim or final invoices and send them to clients.

💰 Monitor Payments

• Check payment statuses and follow up with clients if needed.

5. Payments & Invoicing

💳 Track Payments

• View invoice and payment history by date, amount, client name, or job.
• Record manual payments for cash, cheques, or direct deposits.

📂 Export Financial Data

• Generate CSV files for accountants or accounting software.

6. Staff Management

👤 Manage Staff Information

• Add, remove, or update staff profiles, including hourly rates and assigned vehicles.

📅 Track Staff Work Hours & Absences

• Schedule annual leave, sick leave, and other absences while maintaining payroll accuracy.
• Allow staff to monitor their own work hours and accrued salary.

Why JMAN?

🔹 Simplifies job tracking & communication
🔹 Automates invoicing & financial processes
🔹 Improves worker efficiency & accountability
🔹 Keeps your business organized & compliant

Ready to take control of your workflow? Try JMAN today! 🚀