Jim’s Jobs vs Jimbo, Feature Comparison

• Client Details Page
  Now displays outstanding balances for quick and easy reference.
• New Reports Added
  • Debtor Report for tracking outstanding invoices
  • Asset Report with automatic depreciation calculations
  • Purchases Report to simplify tax-time preparation
  • Payments Received Report to assist with reconciliation
• Enhanced Reporting Functionality
  • Print Date now included on all reports for better tracking of time-sensitive data
  • Job Reports now support day-based grouping for easier navigation and analysis
• Invoices, Quotes & Purchases
  • Automatically calculated values for faster lookup and improved accuracy
  • Ability to include previous unpaid invoices in current invoices
  • Deposit fields added to invoices with automatic subtotal and total calculations
• Xero Enhancements
  Further improvements based on user feedback from the previous version
• Past Jobs / Past Invoices. Clients can now be booked going back in time along with invoice generation.
• General Improvements
  Various minor enhancements and performance improvements across the platform
• Jobs screen, clicking on a client to take you to the client screen
• Jobs Screen, default end date for repeat jobs, 5 years.

🔜 v1.6

• Pickup Leads Integration
  Pickup leads can now be sent from Jimbo to Jims’ Online.
  Subject to availability of Jim’s Online APIs – ETA early 2026.
• Employee Module
  Introduction of a new Employee Module for improved staff management.
• Job Page Enhancements
  Job view now supports Week, Month, and Year perspectives for easier tracking and reporting.
• Reports Enhancements
  Bulk PDF download functionality added for faster report handling and export.
• Xero Enhancements
  Further improvements implemented based on user feedback from the previous release.
• Client contact updates: Updating client details, will make the change in all future quotes, jobs and invoices
• General Improvements
  Additional minor fixes and performance enhancements across the platform.

🔜 v1.7

• Marketplace
  Introduction of a new Marketplace for buying and selling jobs and clients, enabling greater flexibility and business opportunities within the platform.
• Multi-invoice payment function added under Billers for faster bulk invoice processing

🔜 v1.8

• Open Diary / Book Direct
  Clients can now be booked directly into your diary for faster scheduling and improved booking efficiency.
•  

🌱Jimbo Broccoli Begins: v2.0+

🚀 v2.0

• Pay Online – Enable online payments for invoices.

+ Other minor improvements as required

📅 v2.1

• Smart Alarms – Callback alarms based on defined time windows.
• Franchisor Notifications (Re-enabled) – FSO alerts reinstated on 4th alarm.
   
• Account statement in invoice – Enable overdue account statements -as part of invoices
• Reference Field – Include reference field under quotes and invoices for easy look up of information.

  + Other minor improvements as required

📅v3.0

• TAP 2 Pay
• Employee module
• + Other minor improvements as required

Jimbo is currently live and available for all franchisees with the following features for use:

🚀 We’re releasing updates incrementally to ensure fast approval from Apple & Google. Major releases are named (e.g., Jimbo Almond, Jimbo Broccoli), while minor updates are versioned (e.g., 1.0.8, 1.0.9). This strategy has helped us deliver frequent improvements without delays.

✅ What’s Live Now v1.4.1 – Polished. Snappier. Still All Jimbo

✨ New Features & Enhancements

• Added validation support for Australian and New Zealand bank account formats across the platform.
• Enabled full-name client search (first name + last name) for faster and more accurate results.
• Introduced biller filtering in the client list (available in both API and UI).
• Added biller name display on the client listing page.
• Enabled decimal quantity support for invoice items.
• Improved tag creation experience with helpful placeholder guidance.

🛠 Fixes & Improvements

• Fixed an issue where zero-value invoices were incorrectly marked as Paid even while in Draft.
• Corrected invoice and quote number sorting to use numeric order instead of text-based sorting.
• Resolved weekly recurring job conflict validation to properly detect overlapping time slots.
• Fixed duplicate lead notifications being sent for a single client.
• Corrected job listing grouping by type (Personal / Quote Visit / Jobs).
• Fixed incorrect service values in client reports and updated logic to show total paid invoice value per franchisee.
• Resolved multiple Xero integration issues:
  • Contact auto-sync for clients
  • Service synchronization
  • Invoice status syncing between Xero and Jimbo
• Prevented item names from being removed when updating invoices without descriptions.
• Removed unnecessary tax reminder alerts in the Quote/Invoice creation flow.
• Fixed errors in custom date ranges within GST and P&L reports.
• Resolved client report download link issues.
• Renamed “Biller” to “Billers” across the platform for consistency.

✅ Jimbo Almond v1.4

• Quotes & Invoices via SMS
  You’ll soon have the ability to directly attach a quote or invoice and send it via SMS.
  This new functionality will make it easier to:
  • Reach customers quickly on their preferred channel
  • Ensure important documents don’t get missed in email clutter
  • Keep communication simple and streamlined
• Improvements to custom Tags for Jobs based on client Tags
  We’ve added the ability to create and manage custom tags for jobs , via Clients.
  With this feature, you can:
  • Add any tag using a free-text field to a client, show the tags as notifiers under individual job cards
  • See tags displayed both on the job detail view and on the main job listing page

• • • Examples:
    • Regular Client
    • Biller Client
    • Real Estate Client
    • VIP Client

Why it matters:
Custom tags give you more flexibility to organize and categorize your jobs the way that works best for your business—whether that’s by client type, billing method, or priority level.

• Invoice and quote reminders – Take the manual work out of follow-ups. Create custom reminder schedules for both quotes and invoices, ensuring customers are prompted at the right time. Stay organized, improve response times, and reduce overdue payments with automated reminders that work in the background
• GST Reporting – Create GST reports directly within Jimbo
• P & L Reporting – Create P & L report directly within Jimbo
• Purchase/ Expense Reports – Create reports along with downloadable links for file attachments
• Decimal Points in quantity – To allow greater flexibility in quotes and invoices
• Franchisee Support – Multiple Email Addresses
  Support for multiple email addresses per franchisee. All configured emails will be added to the CC section, listed as separate fields in the settings page, with the primary email designated as the sender address.
• Biller–Client Enhancements- Introduction of a separate listing for biller clients. Quote and invoice listing pages will display items under each biller client, along with support for bulk invoice downloads.
• Authentication Module Improvements- Improved multi-device session handling.
• Xero Enhancements – Further enhancements based on user feedback received in previous version

+ Other minor improvements as required

✅ Jimbo Almond v1.3.1 

Xero integration – Jimbo now integrates with Xero, allowing you to connect and sync your accounting data automatically. Keep your finances aligned, reduce manual data entry, and streamline your workflow between Jimbo and Xero. Open for a select group for testing.

• Create an invoice in Jimbo → The invoice will be created automatically in Xero
• Mark an invoice as paid in Jimbo → The invoice will be marked as paid in Xero
• Create a new client in Jimbo → A new client will also be created in Xero
• Edit a client in Jimbo → The client details will be updated in Xero
• Create a new service in Jimbo → A new item/service will be created in Xero
• This ensures both systems stay in sync and reduces the need for duplicate data entry.

FSO Dashboard: Franchisors will be able to log in to their own version of Jimbo to see performance metrics of FSE’s. Currently under test with FSO’s. (under testing for limited users)

• Jimbo for New Zealand– Jimbo is now available in New Zealand, giving Jim’s franchise businesses access to invoicing, quotes, and core features tailored to the local market

+ Performance upgrades / Hotfixes 1.3.2 ( coming 2/2/2026 )

• Fixed an issue where New Zealand (NZ) users were receiving an incorrect phone country code during lead processing.
• Added and validated the proper post-login redirection URL for Xero OAuth authentication.
• Resolved missing Xero invoice status updates, ensuring Draft and Paid statuses are correctly synced.
• Added an additional validation during Xero contact sync to prevent overwriting the contact’s first name when a company name exists
• Updated other dependent integration endpoints to correctly point to the Production URLs instead of Staging.
• Fixed an issue on the Service page where the Xero sync icon was displayed even when Xero integration was not enabled.

✅ Jimbo Almond v1.2.0 

• App notification – to create a unified notification experience while the app is closed and the app is open to resolve any discrepancies between states also factor in sign in and sign out
• Client Notifications – Enable / disable client notifications for job scheduling and re scheduling via toggle on the settings page (preferences)
• Client section – provide a flag to identify specific clients, from all clients, along with a filter, this flag to flow through to Jobs.
• App notification counter – the ability to filter notifications from the Bell icon based on unread
• Manual Quote Approval – FSEs can manually approve quotes as needed.
• M1 Feature Update – More Control Over Customer Comms
  Popup to confirm that M1 will send Email and Text at the same time, to avoid clicks by accident sending emails
• Client Screen Update – M1 & M2 Now Available
  You can now access M1 and M2 directly from the Client screen.
   This makes it easier to manage and send communications without needing to jump between different sections.
  With both options in one place, you’ll save time and keep client contact more streamlined.
• Quotes and invoices as PDF: This release will see the ability to Include PDF versions of quotes and invoices as attachments as standard to clients
• Quote PDF Attachments -Include attachments as actual file attachments (not as links) whenever they are part of a Quote

✅ Jimbo Almond v1.1.1

• Revenue Forecasting – Weekly insights based on job patterns and days of the week.
• Property Selection – Chose a single property, from a multiple property dropdown- when creating quotes and invoices ( for clients with more than one property)
• Customer Service Module- This enhancement gives support teams the tools to assist users more effectively with technical troubleshooting, making it faster and easier to resolve issues.
• FSE ID and Username Mismatch: This release introduces an enhancement that automatically detects when an FSE ID does not match the associated username and seamlessly logs the user in using the correct credentials.
• Client Archive – Gently swipe the client name to the RIGHT to now reveal an archive button, with filters up top to easily identify archived clients
• PDF Attachments -Include all attachments as actual file attachments (not as links) whenever they are part of an invoice.
• Job date on invoices – To enable the job date on invoice for streamlined communication about services*
• Tax accountant/book keeper model – securely grant your accountant or bookkeeper direct access for easier and efficient admin management.*Available on Jimbo on web only

+ More enhancements coming in this release.

*Planned as part of minor release 24/10/25

✅ Jimbo Almond v1.1.0

• Minor bug fixes and releases

✅ Jimbo Almond V1.0.10

• Save Quotes as Drafts – Create and return to quotes at any time.
• Midnight Job Run sheet – Automatic emails at midnight that contain your job run sheet including today for the next two weeks. Please archive or delete this email if you already have this information. This message is provided as a backup reference. 
• Separate Save and Send Actions – More control when preparing Quotes & Invoices.
• Replace Email Placeholders – Email addresses now appear correctly in send fields.
• Add Services to Jobs – Link and manage services directly from the Job screen.
• Biller Client Functionality – Manage billers and billing clients more easily.
• Expense Module – Track expenses directly within Jimbo.
• Placeholders in Templates: Placeholders added to templates on web for SMS
• Improved Quote/Invoice Table UI
  • Supports: line breaks, auto-scaling tables, tab/click-to-save, cursor navigation
  • Applies across mobile, PWA, and PDFs
• Clickable Contact Details – Alternate phone numbers now tappable; fax numbers copyable.
• Enhanced Client Dropdown on Web
  • Full client list with scroll pagination
  • Improved performance and search experience
  • Implemented in Invoice & Job creation modules
• Excel-Based Client Import – Seamless JJ2 client list migration via standard template.
• Ongoing JJ2 Client Transfers
• Tax Compliance Update: All issued documents will now display “Tax Invoice” instead of “Invoice,” ensuring compliance with tax regulations and providing clear documentation for your clients.

Plus, other behind-the-scenes enhancements to improve performance and stability.

• Job Rescheduling Emails – Paused for Update
  Job rescheduling emails are momentarily paused.
   We’re working on new functionality that will let you decide whether or not these notification emails are sent to your customers.
  This change will give you greater flexibility and control over client communications while ensuring notifications work the way you want them to.
  • Job cancellation emails- Paused for Updates as we are working on the functionality to enable/disable this feature as an optional selection, when canceling jobs

✅ Jimbo Almond v1.0.9 – Smarter Defaults. Smoother Flow.

• Invoice Payable Defaults: Invoices now default to 7-day payment terms.
• You can still easily change this setting in your preferences to suit your business needs.

Why it matters:
This update helps you save time when creating invoices while keeping payment expectations clear for your clients.

✅ Jimbo Almond v1.0.8

We’ve been listening closely to your feedback and have introduced a number of powerful improvements to make your Jimbo experience smoother, smarter, and more intuitive. Here’s what’s new:

💼 Invoicing & Quoting

• Tax Option Pop-Up: Added a prompt when creating quotes and invoices to help ensure the correct GST preference is selected from the start.
• Special Characters in Bank Account Names: You can now include special characters in your bank name fields for more flexibility.
• Send Receipt Composer (Mobile only): After marking an invoice as paid, you’ll now see a screen to customise and send the receipt.

👥 Client Management

• Client Notes as Click-to-Call Field: Lead notes now support tappable phone numbers—perfect for quick follow-ups!
• Client Notes Functionality – Add, edit, and delete notes within client profiles.
• New “More Details” Field (Mobile Settings): Add special identifiers like license numbers, which will automatically appear on your quotes and invoices.
• All Jobs Display Titles: Each job now clearly displays its title by default in the job list view for quicker identification.

🔁 Recurring Jobs

• Greater Flexibility: Instant conversion now supported better: Convert jobs between different repeat types—weekly to monthly, daily to every 2 days, monthly to quarterly, and more.

💻 Jimbo on Web

• Enhanced Client Dropdown: No more typing three characters! View the full client list with scrollable pagination and improved search performance.
• Auto-populate Job Titles & Delete Account (Web): We’ve synced up features across mobile and web for consistency and better usability.

🚀 Performance & Usability

• Jobs List Optimisation: We’ve fine-tuned backend systems for even faster loading of the Jobs screen.
• Bulk Lead Handling After Sign-In: If you log out or switch phones, any leads missed during that time will now appear all at once and can be marked as contacted in bulk.

💻 Account Management

• Delete Account Option – Now available via the Jimbo Web Portal.

🔧 Behind the scenes, we’ve also tackled several minor enhancements and under-the-hood fixes to keep Jimbo running at its best.

✅ Jimbo Almond v1.0.6

Building on the strong foundation of 1.05, this release brings a number of refinements to improve speed, accuracy, and user control across key features.

✨ New Features & Improvements:

• Tax Inclusive by Default: Now defaults to inclusive, making invoicing intuitive.
• Email Subject Editing: You can now edit the subject line of an email before sending quotes or invoices. Helpful for NDIS and Business Clients
• Body of the Email editing: You can now add additional content to your Invoices / Quotes / Receipts before sending them.
• Mark Job Done Loader: Visual loader added for job completion to confirm backend action is successful before refreshing.
• Template Renaming (Web): Renamed templates that are easier to navigate
• GST Rounding Enhancement: Optimised GST rounding logic for GST inclusive
• Auto App Update Prompt: Now includes an in-app update with a single tap
• Jobs Calendar Refresh: Calendar dots refresh without needing to toggle
• Template Editing Flexibility: You can now delete template content entirely
• Time zone Improvements for Job Rebooking: Job rebooking for time zone
• Quote Expiry: Default quote expiry now set to 30 days.

+ Other enhancements

✅ Jimbo Almond v1.0.5

• Client Management
  • Add/Edit Client Records
  • Save Additional Addresses
  • View Full Client History
  • View Upcoming Jobs for a client
• Job Management
  • Book Jobs (one-off and recurring)
  • Job reminders (clients and franchisee)
  • Double-booking feature (for franchisees who like to double book)
  • Anytime Jobs,
  • Allday Jobs,
  • Personal Jobs, can all be booked
  • Filter jobs based on Done, Not Done, Cancelled
  • Download Jobs like a Runsheet
  • View all Jobs
• Lead Management
  • Real-time lead capture from FMS and follow-up (30.60.90.2 Hr Alarms)
  • Automated franchisor notifications if a lead is uncontacted (currently paused)
  • Filter leads based on contacted / uncontacted
  • M1 button click sends an email + quote at the same time
  • M2 is left empty for what ever FSE’s want to choose.
  • Export/download lead list for reporting.
  • Mark multiple leads as contacted in bulk.
  • Duration & distance chips added to lead details.

• Quoting & Invoicing
  • Create, edit, and send Quotes and Invoices
  • Customisable templates (via web portal)
  • Include attachments in Quotes & Invoices
  • Recall last invoice sent to Client and make it available as a template for current invoice
  • Save invoices as draft
  • Clients can accept / decline quotes
  • Filter quotes based on Accepted, Declined, Expired quotes
  • Filter invoices based on Due, Overdue, Paid
  • Option to include quote/job notes while creating invoices.
  • New 3-dot action menus on quote and invoice screens.
  • Downloadable PDFs for quotes, invoices, and receipts.
• Services
  • Create Custom Services
  • See your services
  • Filter based on standard (sent by FMS) or custom that you create

• SMS Templates

• • Quick send clients SMS’s based on predefined templates

• Banking & Business Settings

• • Update business preferences
  • Edit bank account details for payments
• Dashboard Customisation
  • Choose what data is visible at a glance
• Notifications & Reminders
  • Set FSE & client reminders for jobs
  • These can be customized to time
  • Alerts and reminders can also be turned off
• Security & Login
  • Two-factor authentication
  • Secure password reset
  • Update your profile pic, to personalise your application
• User Experience enhancements
  • Global Search: Search for clients by name or phone from Home screen.
  • Portrait Mode Support: Optimized for portrait orientation.
  • Offline Mode Handling: Improved detection of no internet/airplane mode with clearer error messages.
  • Custom Messages: Personalized messages implemented across all modules.
  • Removed Generic Errors: “Oops! Something went wrong” replaced with more helpful, contextual messages.
• Settings & Configuration
  • Add license numbers, insurance info or any extra fields in Settings
  • Chart of Accounts (COA): Now available financial tracking On Jimbo Web

• Email Configuration:

• • Franchisees send from their franchise email.
  • Contractors/external users send from default system email.

• Terms & Conditions Restrictions:
  • Cleaning division franchisees restricted from editing (special request)Antennas division franchisees restricted from editing (special request)
• General Functionality
  • Resend Code Timer: Verification code resend available after 60 seconds.
  • Double Booking: Franchisees can toggle double booking on/off in settings.
  • Image Compression: Faster uploads and reduced file sizes.
  • Attachment Upload:Allowed file formats and max file sizes now displayed.
  • Multi-Email Support: Enter multiple email addresses in “To” and “CC” fields.
  • Flexible Phone Fields: Removed length restrictions for mobile, landline, work, and fax numbers.
  • Formatted Amounts: All currency values now show commas for readability.
  • Create $0 (zero-dollar) services.
  • Add multiple clients with the same email address.
  • Add clients without needing a phone number or email address.

🐞 Bug Fixes

• Custom services now prioritized and listed alphabetically in quotes/invoices.
• “Money In” Visibility: Financial amounts now clearly displayed.
• Fixed portrait layout bugs on small devices.
• Resolved dashboard filter inconsistencies.
• Fixed overlapping reminder popups and UI glitches.
• Improved formatting for large monetary values.
• Resolved upload issues for unsupported file types.
• Fixed navigation issues in dashboard views.
• Corrected chip alignment on the lead detail screen.