Jobber product overview
Jobber is a field service management software for established and growing home service businesses that need better organization. It provides companies with mobile access and is designed to improve scheduling and billing processes.
Jobber ensures that jobs are on track and customers are informed. Users can schedule jobs more efficiently and send quotes and invoices by text. The platform lets businesses give the staff the necessary job information. It also monitors staff and sends notifications when a job is done.
The software allows organizations to send automatic payment reminders and take payments instantly in-person, online within 24 hours, or automatically every month. With a mobile app, free training, and a simple setup, Jobber can help businesses save time while delivering 5-star service.
Pros of Jobber
- Jobber’s complete customer history is organized and accessible instantly from anywhere, providing quick access to information.
- The software lets users find the time to stay on top of all the new requests. Users can automate some repetitive office admin work and save time.
- Businesses can get more done without hiring additional staff. With the Jobber app, users can send automatic appointment reminders to customers, optimize routes, and give other crew members the job details they need.
Cons of Jobber
- Some users stated that deleted items from the system are irrecoverable.
Breakdown of core features
Scheduling and dispatching
Scheduling in Jobber gives the flexibility needed to book work faster. The solution enables users to create a job and assign it to team members with only a few clicks.
Users can personalize the calendar with color coding and filters to see what’s important—such as jobs assigned to certain team members or job status. Businesses get a clear visual of crew availability to avoid overbooking, underbooking, or double booking. Companies can book the right person for the right job.
Jobber converts job details into customer-friendly invoices and automatically follows up with customers on overdue payments. Invoices are automatically generated whenever a job is completed. Businesses can customize invoice templates with company branding, contact information, and personalized messages or disclaimers.
The software supports automatic payments, too. It automatically charges the customer’s credit card saved on file and sends the receipt to the customer for their records.
Customer relationship management (CRM)
The system tracks all customer information so businesses can deliver personalized services. It provides a complete and organized client history where users can see past quotes, jobs, visits, invoices, and a full billing history associated with each client. Jobber also has custom fields for tracking and reporting on other important client details.
(Last updated on 06/15/2021 by Liz Laurente-Ticong)