Friday, April 10, 2026

Full Jimbo Demo: Leads, Quotes, Invoices & Client Management

What if one app could run your entire business? In this episode, we go inside **Jimbo**—Jim’s Group’s all-in-one job management app—and break down exactly how it works, what it does, and why it could replace tools like spreadsheets, CRMs, and even accounting software. From **lead management to quoting, invoicing, scheduling, and financial tracking**, Jimbo is designed to help franchisees run their business from a single platform. We cover: * How leads come straight into the app (and why speed matters) * The 2-hour callback system (and built-in alerts from Jim himself) * Creating quotes, invoices, and jobs in seconds * Tracking income, expenses, and business performance * Automating follow-ups for quotes and unpaid invoices * The upcoming **Xero integration** * Future features like **client marketplace, team management & live tracking** Whether you're a franchisee, trades business owner, or just interested in business systems—this is a deep dive into how modern service businesses are run. # Timestamps 00:00 Introduction 01:30 What is Jimbo? 04:00 How leads work in the app 07:30 Contacting customers & automation 11:00 Quotes & invoices explained 16:00 Job scheduling & calendar system 20:00 Dashboard & financial tracking 24:00 Client management & tags 28:00 Automations & follow-ups 32:00 Xero integration update 36:00 Future features (marketplace, teams, tracking) 44:00 Final thoughts ๐Ÿ‘ If you found this useful, leave a rating, review, and share it with someone in business. #Jimbo #SmallBusiness #Franchise #TradesBusiness #jobmanagement SUBSCRIBE TO OUR CHANNEL https://www.youtube.com/user/JimsGroupPtyLtd?sub_confirmation=1 ๐Ÿ‘‰ Subscribe for real business advice, franchisee stories, and how-to tips. ๐Ÿ‘‰ Call 131 546 or visit jims.net to start your own franchise. Jim’s Group is Australia and New Zealand’s largest home services brand with over 580 divisions. Our franchisees complete 5 million+ jobs every year. Here’s what you’ll find here: Straight advice from Jim Penman on business and franchising Franchisee success stories and behind-the-scenes insight Practical how-to guides for home and business services We’re also recruiting. In 2024 alone, 245,000+ leads went un-serviced. If you want guaranteed work, full training, and the backing of Jim’s, we’d love to hear from you. Start here ๐Ÿ“Œ Get a quote: https://jims.net/services ๐Ÿ“Œ Own a franchise: https://jims.net/own-a-franchise ๐Ÿ“ž AUS: 131 546 | NZ: 0800 454 654 Follow Jim’s Group on socials @jimsgroupofficial. Listen to Jim’s Podcast on Spotify, iTunes, or YouTube. #jimsgroup #franchise

source https://www.youtube.com/watch?v=S8MXRRZ51hg

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60 percent of franchisees fail?

Not correct! #jimsgroup #franchise source https://www.youtube.com/shorts/0Ftc_ufKOLw