What is Jobber?
Jobber is a cloud-based software platform that provides small and medium-sized field service businesses with tools to manage their operations. The platform offers a range of features, including scheduling and dispatching, invoicing, customer relationship management (CRM), and reporting.
Jobber is designed to help businesses streamline their workflows and improve their overall efficiency. The platform’s scheduling and dispatching features allow businesses to schedule jobs, assign them to technicians, and track their progress in real-time. The invoicing and payment processing features enable businesses to create and send invoices, process payments, and manage their accounts receivable.
Jobber’s CRM capabilities allow businesses to keep track of customer information, including contact details, job history, and notes, to provide better customer service. The reporting features provide businesses with insights into their operations, including job profitability and technician performance.
Overall, Jobber aims to help field service businesses optimize their operations, increase their revenue, and improve their customer satisfaction.
Full Review
Jobber is a cloud-based software platform that provides small and medium-sized field service businesses with a comprehensive set of tools to manage their operations. With features that include scheduling and dispatching, invoicing, customer relationship management (CRM), and reporting, Jobber aims to help businesses streamline their workflows and improve their overall efficiency.
One of the standout features of Jobber is its scheduling and dispatching capabilities. With Jobber, businesses can easily schedule jobs and assign them to technicians, who can then access their schedules and job details through a mobile app. This real-time visibility into job progress helps businesses better manage their resources and ensure that jobs are completed on time.
Invoicing and payment processing are also major strengths of Jobber. The platform allows businesses to create and send invoices, process payments, and manage their accounts receivable, all within the same system. This level of integration helps businesses save time and reduces the likelihood of errors or oversights.
Jobber’s CRM capabilities are also impressive. The platform allows businesses to store customer information, including contact details, job history, and notes, which can help businesses provide better customer service. The system also includes tools for email marketing and customer feedback, which can help businesses build stronger relationships with their customers.
Finally, Jobber’s reporting features provide businesses with valuable insights into their operations. Businesses can generate reports on job profitability, technician performance, and other key metrics, which can help them identify areas for improvement and make data-driven decisions.
Overall, Jobber is an excellent platform for small and medium-sized field service businesses. Its range of features and ease of use make it a valuable tool for businesses looking to improve their operations and increase their revenue. However, it is important to note that some users have reported issues with the mobile app and customer support, so businesses should carefully consider their specific needs before choosing Jobber as their field service management solution.
Jobber Pricing & Cost
Jobber offers a range of pricing plans to fit the needs and budgets of small and medium-sized field service businesses. The pricing plans are based on the number of users and features included, and all plans come with a free trial period. Here is an overview of Jobber’s pricing plans:
- Core Plan: This plan starts at $49/month and includes features such as scheduling and dispatching, invoicing and payments, and customer relationship management.
- Connect Plan: This plan starts at $129/month and includes all the features of the Core Plan, plus advanced features such as client notifications and automated customer follow-ups.
- Grow Plan: This plan starts at $279/month and includes all the features of the Connect Plan, plus advanced reporting and integrations with other business tools.
- Max Plan: This plan is customized to meet the specific needs of larger businesses and includes all the features of the Grow Plan, plus dedicated account management and priority support.
In addition to these pricing plans, Jobber also offers add-ons for businesses that require additional features or functionality. These add-ons include features such as online booking, GPS tracking, and QuickBooks Online Sync.
It’s important to note that Jobber’s pricing plans are based on an annual subscription, and the cost may vary depending on the number of users and add-ons selected. Businesses should carefully consider their specific needs and budget before choosing a pricing plan, and take advantage of the free trial period to test out the platform before making a commitment.
Jobber Features
Jobber offers a wide range of features designed to help small and medium-sized field service businesses manage their operations more efficiently. Here are some of the key features of the platform:
- Scheduling and Dispatching: Jobber’s scheduling and dispatching tools allow businesses to schedule jobs, assign them to technicians, and track their progress in real-time. This helps businesses optimize their resources and ensure that jobs are completed on time.
- Invoicing and Payments: Jobber allows businesses to create and send invoices, process payments, and manage their accounts receivable. The platform integrates with popular payment processors like Stripe and PayPal, making it easy for businesses to get paid quickly.
- Customer Relationship Management (CRM): Jobber’s CRM tools allow businesses to store customer information, including contact details, job history, and notes. This helps businesses provide better customer service and build stronger relationships with their customers.
- Reporting: Jobber’s reporting tools provide businesses with valuable insights into their operations, including job profitability, technician performance, and other key metrics. This helps businesses identify areas for improvement and make data-driven decisions.
- Mobile App: Jobber’s mobile app allows technicians to access their schedules and job details on the go, making it easy for them to complete jobs efficiently.
- Email Marketing: Jobber includes tools for email marketing, allowing businesses to send targeted messages to their customers and build stronger relationships with them.
- QuickBooks Online Sync: Jobber integrates with QuickBooks Online, making it easy for businesses to manage their finances and keep their books up to date.
- Online Booking: Jobber’s online booking tools allow customers to book appointments directly through a business’s website, reducing the need for manual scheduling and improving the customer experience.
Overall, Jobber’s wide range of features makes it a powerful tool for small and medium-sized field service businesses looking to improve their operations and grow their businesses.
Dashboard
Jobber’s dashboard is the main hub where businesses can access all of their key data and tools. The dashboard is customizable, allowing businesses to choose which widgets and features they want to see when they log in. Here are some of the key elements of Jobber’s dashboard:
- Quick Stats: Jobber’s dashboard includes a summary of key metrics, such as the number of jobs scheduled for the day, the total revenue earned, and the number of invoices outstanding.
- Scheduling: The scheduling widget displays a calendar view of upcoming jobs, allowing businesses to easily see what jobs are scheduled for each day and which technicians are assigned to them.
- Task List: The task list widget displays a list of upcoming tasks, including job reminders, follow-up emails, and other important items.
- Invoices: The invoices widget displays a list of recent invoices, allowing businesses to quickly see which invoices are outstanding and which have been paid.
- Reports: The reports widget provides access to a range of reports, including job profitability, technician performance, and customer feedback. This allows businesses to gain valuable insights into their operations and make data-driven decisions.
- Recent Activity: The recent activity widget displays a log of recent activity within the platform, such as job updates, invoice creations, and customer communications.
Overall, Jobber’s dashboard provides businesses with a clear and concise view of their operations, allowing them to quickly access key data and tools and stay on top of their day-to-day tasks. The customizable nature of the dashboard also allows businesses to tailor it to their specific needs and preferences.
Online Booking
Jobber’s online booking feature allows businesses to offer their customers the ability to book appointments directly through their website. Here are some key features of Jobber’s online booking:
- Customizable Booking Form: Businesses can create a customized booking form that matches their branding and includes fields for the information they need from their customers.
- Real-Time Availability: Jobber’s online booking feature integrates with the scheduling tool, allowing customers to see real-time availability for each technician and choose a time that works for them.
- Automated Confirmations: Once a customer books an appointment, Jobber automatically sends them a confirmation email with all the details of their appointment.
- Automatic Scheduling: Jobber automatically adds the appointment to the business’s calendar and assigns it to the appropriate technician.
- Payment Integration: Businesses can set up payment processing through Jobber’s online booking feature, allowing customers to pay for their appointments in advance.
- Mobile-Friendly: Jobber’s online booking feature is mobile-friendly, making it easy for customers to book appointments on their smartphones or tablets.
Overall, Jobber’s online booking feature can help businesses streamline their appointment scheduling process and provide a more convenient experience for their customers. By offering online booking, businesses can reduce the amount of time they spend on manual scheduling tasks and focus on providing excellent service to their customers.
Quote Management
Jobber’s quote management feature allows businesses to create and send quotes to their customers for services and projects. Here are some key features of Jobber’s quote management:
- Customizable Templates: Jobber provides customizable quote templates that businesses can use to create professional-looking quotes that match their branding.
- Flexible Pricing: Businesses can set up pricing options for their services and projects, including fixed pricing, hourly rates, and custom pricing based on the scope of the project.
- Acceptance Tracking: Jobber tracks quote acceptance, allowing businesses to see which quotes have been accepted and which are still pending.
- Conversion to Jobs: Once a quote is accepted, businesses can easily convert it into a job within the Jobber platform, streamlining the process of scheduling and completing the work.
- Follow-Up Reminders: Jobber allows businesses to set up follow-up reminders for quotes that have not yet been accepted, helping them stay on top of their sales pipeline.
- Email Integration: Businesses can send quotes directly to their customers through the Jobber platform, or they can export them as PDFs and send them through email.
Overall, Jobber’s quote management feature can help businesses streamline their sales process and improve their chances of closing deals with potential customers. By providing customizable quotes, flexible pricing options, and tracking tools for acceptance, businesses can better manage their sales pipeline and focus on growing their business.
Client Hub
Jobber’s Client Hub is a web-based portal that allows businesses to provide their customers with self-service access to their account information, such as invoices, estimates, and appointment history. Here are some key features of Jobber’s Client Hub:
- Customizable Portal: Jobber’s Client Hub can be customized to match the branding of the business, providing a seamless experience for their customers.
- Self-Service Access: Customers can log in to the portal to view their account information, make payments, and request services.
- Appointment Scheduling: Customers can schedule appointments directly through the portal, providing a convenient way for them to book services.
- Estimate and Invoice Management: Customers can view and approve estimates and invoices, making it easy for businesses to get paid and track their finances.
- Communication Tools: Jobber’s Client Hub includes communication tools, such as chat and email, that allow customers to communicate with the business directly through the portal.
- Mobile-Friendly: Jobber’s Client Hub is mobile-friendly, allowing customers to access their account information and schedule appointments on their smartphones or tablets.
Overall, Jobber’s Client Hub can help businesses improve their customer experience by providing self-service access to account information and appointment scheduling. By giving customers more control over their account and making it easy to communicate with the business, businesses can build stronger relationships with their customers and increase customer loyalty.
Client Management
Jobber’s client management feature allows businesses to manage their customer relationships and information in one place. Here are some key features of Jobber’s client management:
- Contact Management: Businesses can store all their customer contact information, including name, address, phone number, and email, in one central location.
- Custom Fields: Jobber allows businesses to create custom fields for their clients, such as job history, service preferences, and notes.
- Job History: Jobber automatically tracks a customer’s job history, allowing businesses to quickly access information about past jobs and services.
- Communication Tools: Jobber’s client management includes communication tools, such as email and chat, that allow businesses to communicate with their customers directly through the platform.
- Client Segmentation: Jobber allows businesses to segment their clients based on various criteria, such as location or service history, making it easy to target specific groups for marketing or outreach.
- Automated Reminders: Jobber can automatically send reminders to customers for upcoming appointments or services, reducing no-shows and increasing customer satisfaction.
Overall, Jobber’s client management feature can help businesses improve their customer relationships by providing a centralized location for customer information and communication tools. By keeping track of customer information and communication, businesses can provide better customer service and increase customer satisfaction, ultimately leading to increased revenue and growth.
Scheduling & Dispatching
Jobber’s scheduling and dispatching feature allows businesses to efficiently manage their workforce by scheduling appointments and dispatching workers to job sites. Here are some key features of Jobber’s scheduling and dispatching:
- Calendar Management: Jobber provides a calendar view that shows all scheduled appointments and services, making it easy to manage schedules and assign work.
- Mobile App: Jobber’s mobile app allows workers to view their schedules, update job statuses, and communicate with the office, making it easier to manage their work on-the-go.
- Job Scheduling: Businesses can schedule jobs and services directly within the Jobber platform, assigning workers and tracking progress.
- Map View: Jobber’s map view allows businesses to quickly and easily see the location of jobs and workers, making it easier to optimize routes and schedules.
- Dispatching: Jobber’s dispatching feature allows businesses to assign workers to jobs and services, send job details and updates, and track progress in real-time.
- Job Reminders: Jobber can automatically send job reminders to workers, reducing the risk of missed appointments and services.
Overall, Jobber’s scheduling and dispatching feature can help businesses streamline their operations and increase productivity. By providing a centralized location for scheduling and dispatching, businesses can better manage their workforce and improve their efficiency, ultimately leading to increased revenue and growth.
Mobile Application
Jobber has a mobile application that is available for both iOS and Android devices. Here are some key features of Jobber’s mobile application:
- Scheduling and Dispatching: Workers can view their schedules, update job statuses, and communicate with the office through the mobile app, making it easier to manage their work on-the-go.
- Client Management: Workers can view client information, job history, and communication history directly from the mobile app, allowing them to better serve their customers.
- Quote and Invoice Management: Workers can create quotes and invoices directly from the mobile app, making it easier to complete jobs and get paid on-the-go.
- Payment Processing: Jobber’s mobile app allows workers to process payments directly from the app, making it easier to collect payment from customers.
- GPS Tracking: Jobber’s mobile app includes GPS tracking, allowing businesses to track the location of workers and optimize schedules and routes.
- Time Tracking: Workers can track their time on jobs directly from the mobile app, making it easier to track labor costs and billable hours.
Overall, Jobber’s mobile application provides workers with the tools they need to manage their work on-the-go, including scheduling and dispatching, client management, quote and invoice management, payment processing, GPS tracking, and time tracking. By providing workers with access to these tools, businesses can increase their efficiency and productivity, ultimately leading to increased revenue and growth.
Invoicing
Jobber’s invoicing feature allows businesses to create and send professional invoices to their customers. Here are some key features of Jobber’s invoicing:
- Customizable Templates: Jobber provides customizable invoice templates that can be branded with a business’s logo and color scheme, making it easy to create professional-looking invoices.
- Automated Invoicing: Jobber can automatically generate invoices for recurring services or jobs, saving time and reducing errors.
- Payment Processing: Jobber’s invoicing feature includes payment processing, allowing customers to pay their invoices online using credit card or other payment methods.
- Invoice Tracking: Jobber tracks the status of invoices, allowing businesses to easily see which invoices have been paid and which are outstanding.
- Late Payment Reminders: Jobber can automatically send reminders to customers for overdue payments, reducing the risk of lost revenue.
- Expense Tracking: Jobber’s invoicing feature includes expense tracking, allowing businesses to track expenses related to each job or service and include them on the invoice.
Overall, Jobber’s invoicing feature can help businesses improve their cash flow by making it easier to create and send professional invoices and collect payment from customers. By automating invoicing and payment processing, businesses can save time and reduce errors, ultimately leading to increased revenue and growth.
Jobber Payments
Jobber Payments is Jobber’s integrated payment processing system, which allows businesses to easily accept and process payments for services and invoices. Here are some key features of Jobber Payments:
- Accept Multiple Payment Methods: Jobber Payments allows businesses to accept payments via credit card, debit card, or ACH bank transfer.
- Automatic Payment Processing: Jobber Payments can automatically process payments for recurring services or invoices, saving time and reducing errors.
- PCI Compliant: Jobber Payments is PCI compliant, meaning it meets industry standards for handling credit card information securely.
- Competitive Processing Rates: Jobber Payments offers competitive processing rates, helping businesses keep more of their revenue.
- Integrated with Jobber: Jobber Payments is fully integrated with Jobber, meaning businesses can easily process payments from within the Jobber platform.
- Fast Deposits: Jobber Payments offers fast deposits, with funds typically deposited into a business’s account within 1-2 business days.
Overall, Jobber Payments can help businesses improve their cash flow by making it easy to accept and process payments for services and invoices. By integrating payment processing into the Jobber platform, businesses can save time and reduce errors, ultimately leading to increased revenue and growth.
Reporting
Jobber’s reporting feature allows businesses to generate a wide range of reports to help them make better decisions and track their performance over time. Here are some key features of Jobber’s reporting:
- Customizable Reports: Jobber provides customizable report templates, allowing businesses to select the data and metrics they want to include in their reports.
- Real-Time Data: Jobber’s reporting feature provides real-time data, meaning businesses can generate up-to-date reports at any time.
- Job and Service Reports: Jobber’s reporting feature includes job and service reports, allowing businesses to track job progress and identify areas for improvement.
- Financial Reports: Jobber’s reporting feature includes financial reports, such as profit and loss statements and accounts receivable reports, helping businesses track their revenue and expenses.
- Client Reports: Jobber’s reporting feature includes client reports, allowing businesses to track client history and identify opportunities for upselling or cross-selling.
- Mobile Access: Jobber’s reporting feature can be accessed from the Jobber mobile app, allowing businesses to generate reports on-the-go.
Overall, Jobber’s reporting feature provides businesses with valuable insights and data to help them make better decisions and track their performance over time. By providing customizable reports, real-time data, and a range of report types, Jobber can help businesses optimize their operations, increase efficiency, and ultimately drive growth.
Jobber’s Pros & Cons
Here are some potential pros and cons of using Jobber:
Pros:
Comprehensive Features: Jobber offers a wide range of features to manage different aspects of a service-based business, including scheduling, invoicing, client management, and more.
- Mobile App: Jobber’s mobile app makes it easy for businesses to manage their operations on-the-go, from scheduling appointments to invoicing clients.
- Easy to Use: Jobber’s user-friendly interface and intuitive design make it easy for businesses to get started and use the platform without extensive training.
- Customizable: Jobber allows businesses to customize their settings and templates to match their branding and business needs.
- Customer Support: Jobber offers excellent customer support, including phone, email, and chat support, as well as a help center and community forum.
Cons:
Limited Integrations: While Jobber offers integrations with popular platforms like QuickBooks and Stripe, it may not integrate with all of the tools that businesses use, potentially leading to additional data entry and management.
- Pricing: Jobber’s pricing may considered high for small businesses or those just starting out, especially if they don’t require all of the features offered by the platform.
- Limited Customization: While Jobber offers some customization options, businesses may find that they are limited in their ability to fully customize the platform to meet their unique needs.
- Service Limitations: Jobber primarily designed for service-based businesses, which means that businesses in other industries may find the platform as useful.
Overall, Jobber is a robust and user-friendly platform that can help service-based businesses manage their operations more efficiently. While there may be some limitations and pricing considerations, the platform’s comprehensive features and excellent customer support make it a popular choice for many businesses.
Jobber Alternatives & Competitors
There are several alternatives and competitors to Jobber in the market, each with its own strengths and weaknesses. Here are some examples:
- Jobber : Jobber is a field service management platform that provides scheduling, dispatching, invoicing, and payment processing features, among others. It also offers integrations with QuickBooks and other tools, as well as a mobile app.
- ServiceTitan: ServiceTitan a comprehensive field service management platform designed for larger service businesses. It offers features such as scheduling, dispatching, invoicing, and marketing automation, as well as integrations with popular accounting and CRM tools.
- FieldEdge: FieldEdge is a field service management platform that provides features such as scheduling, dispatching, invoicing, and customer management. It also offers integrations with QuickBooks and other accounting tools.
- Salesforce Field Service: Salesforce Field Service is a field service management platform that provides scheduling, dispatching, and work order management features, as well as mobile app access and integrations with Salesforce’s CRM tools.
- Workiz: Workiz is a field service management platform that offers scheduling, dispatching, invoicing, and payment processing features, as well as integrations with popular tools like QuickBooks and Zapier.
Each of these platforms offers unique features and benefits, and businesses should evaluate their specific needs and goals when selecting a field service management platform.
Conclusion
In conclusion, Jobber a comprehensive field service management platform designed to help service-based businesses manage their operations more efficiently. With features such as scheduling, dispatching, invoicing, and client management, as well as customizable templates and a mobile app, Jobber can help businesses streamline their workflows and improve their productivity. While there are potential limitations, such as pricing and integration options, Jobber’s comprehensive features and excellent customer support make it a popular choice for many businesses. When considering Jobber or any other field service management platform, it’s important for businesses to evaluate their specific needs and goals to determine the best fit for their operations.
Is Jobber Right For You?
Whether or not Jobber is the right platform for a business will depend on a number of factors, including the type of business, the size of the business, and the specific needs of the business.
Jobber particularly well-suited for service-based businesses that require scheduling, dispatching, invoicing, and client management features, as well as a mobile app for managing operations on-the-go. It may particularly useful for businesses in industries such as landscaping, cleaning, HVAC, and pest control.
Additionally, Jobber may a good fit for businesses that prioritize user-friendly software, excellent customer support, and customizable templates and settings.
However, businesses that require a high degree of customization, have complex needs that require extensive integrations, or have a limited budget may want to consider other field service management platforms.
Ultimately, businesses should evaluate their specific needs and goals when considering Jobber or any other field service management platform to determine if it the right fit for their operations.