Jobber CRM Overview

No matter what the nature of your service business eg. Appliance Repairs, Carpet Cleaning, Contracting, Handyman, Landscaping, Painting, Plumbing, Roofing etc., you need a system to help you manage your business efficiently and professionally.

If this is what you need, Jobber is THE solution for you! A highly popular, top-rated and inexpensive Field Service Management software, Jobber has all the features you need to stay on top of your service business, and ahead of the competition.

Jobber is perfect for established and growing home service businesses who need better organization, mobile access, and more efficient scheduling and billing processes.

Jobber offers a free trial version for you to test the waters before taking the plunge, or you can also take a tour of their software first, to see what it all offers you.

Here are some of Jobber’s comprehensive list of features:

ORGANIZE YOUR OPERATIONS

• Client Manager CRM

You can keep track of your important client and prospect details from the office, or out in the field. Have the tools you need to be organized and professional in every client interaction with Jobber’s fully customizable field service CRM. No more follow-ups slipping through the cracks!

• Scheduling and dispatching

Flexible job scheduling software that works for your business. No more scrambling to reschedule appointments if life gets in the way.

• Invoicing and follow-ups

Jobber’s customizable invoicing process makes invoicing and getting paid easier. Jobber’s service invoicing software reminds you to create and send invoices, and tracks invoices sent, paid, and past due. Eliminate double entry by using Jobber to seamlessly move a completed job’s line items and costs into a ready-to-deliver invoice format.

• Mobile app

Designed for field service, Jobber’s mobile app runs on both Android and iOS, and will enable you to run your day-to-day operations from anywhere and watch the job get done faster when your team’s organized and your process is streamlined. Your team will know their assignments for the day, and you know their whereabouts as they move from job to job!

IMPRESS YOUR CUSTOMERS

• Online booking

It’s so important to make it easy for people to do business with you. With Jobber’s optional booking app, clients can now book through Facebook or your website, and you get immediate notification. When a client submits a booking request, Jobber instantly sends you a notification to your phone. You can review the request in Jobber and quickly convert them into quotes or jobs. Available on Jobber’s Connect and Grow plans. See Pricing

• Client hub

Client hub is a self-serve, online experience that allows your clients to approve quotes, check appointment details, pay invoices, print receipts, or request more work—all in one place.

• Client notifications

Customize and automate notifications to keep your clients in the loop at key points before, during, and after the work, with Jobber’s Appointment Reminders, On My Way texts and Client Follow-Up software. How neat is that!

• Job forms

Jobber’s sophisticated and customizable Forms feature will enable to to have professional custom Site Inspection Checklists, Job Forms and ToDo Lists to improve consistancy and quality with every appointment.. It’s available on their Connect and Grow plans. See Pricing

GROW YOUR BUSINESS

• Quoting and follow-ups

Impress potential clients with detailed, professional quotes. With Jobber’s quote management software, create, send, and track professional quotes all from one place.

• Email and postcard marketing

There is the option to integrate with MailChimp, to run your email marketing campaigns.

• Credit card processing

Credit card processing comes standard with your Jobber account—just turn it on to start taking card payments and get paid on average ten times faster than check. And there are no hidden costs or monthly fees. Jobber’s credit card processing enables you to easily take card payments in-person, online, or automatically. Get automated deposits directly to your bank account, and see records of all processed transactions in Jobber. Only available in the US and Canada, unfortunately.

• Reporting

With over twenty customizable, built-in reports, you will be able to have your finger on the pulse at all times. Includes:

• Financial reports
• Quote follow-up reports
• Service and work reports
• Client reports

Jobber offers a three-tiered pricing structure: Core, Connect and Grow. Connect, their most popular option, is normally $129 pm, for up to 7 users, ie less than $20 pu/pm. Core is for a Single User, and Grow is for 30+ users.