Jobber

Excellent company and excellent product

Comentarios: Makes things work so much better for us! There are small issues but we work through them. Nothing is perfect and for the price point this is phenomenally the best on the market.

Puntos a favor:

Absolutely great system and easily adaptable to service companies. They are constantly adding features and functions and I hate to give only 4 stars on that but there are a few things that we would like to have but it doesn't incorporate. They are ALWAYS open to listening and I have actually had some of my ideas incorporated into the program. If I could give 10 stars on the customer service and value for the money I absolutely would. It is a simple program to use once you play with it for a bit. They are always updating which is awesome always new functionality available!

Contras:

I don't like the fact that Visits and Jobs are treated separately with no way to combine them. I wish that you could set this up and for us, just delete the visit altogether because for us a Job is a Visit. They are always 1 to 1 ratio for us. It makes some of the scheduling frustrating because you can schedule a job but not have a visit scheduled. I can completely see how other companies need the ability for multiple visits on 1 job though. Would like to see compulsory custom fields so you don't forget to fill out important data on quotes or invoices. This is a big one, if you don't use the Stripe Jobber Payments then you cannot post a refund to a clients account. You basically have to do a work around and then post a negative invoice. It is very frustrating for a basic accounting function. We often have customers place deposits or pay in advance and they don't use their full deposit for our service. We have to issue a refund and it is a real pain to do.

Jobber fits most needs for service/field type scheduling work

Comentarios: Great experience and would recommend it for most companies who utilize field/service type staff that requires trips to properties. Very easy to use for office staff and mostly easy to use for field staff.

Puntos a favor:

- Easy to deploy - Syncs with Quickbooks - Many views to view work with filtering options - Ability to limit worker's capabilities - Ability to allow customers to request work - Ability to send quotes/invoices (though we used QB for this) - Scheduling was a breeze

Contras:

- Phone app was not as intuitive as I liked from a UX/UI standpoint, but we overcame that hurdle - Recurring jobs can be difficult to delete and when you have many it can cause more harm than good. It is built more for one-off jobs currently in my opinion.

Very intuitive, excellent support

Comentarios: Huge time savings. Excellent reporting to get a snapshot of my business.

Puntos a favor:

I don't have to train my team on Jobber. It's simple enough that we can go over the basics together and a new hire will run with it from there. It's customizable enough for us and I love the reporting features.

Contras:

The built in CC processing is pricey but convenient. New features are somewhat slow to roll out but I guess this is countered by the fact that it all works without bugs. You can tell they take testing seriously.

Jobber A Maybe for Business

Puntos a favor:

The software is ok, but has great online support.

Contras:

Very poor features, like text communication to clients does NOT go into client communication on the client personal log/file. It is housed in the text platform in jobber. So you have to look into two area to find out all comm. on one client. Quote from Jobber support: With the texting service it is through an integration with Twilio, this is part of why it is separated. Were you specifically looking to search for a chat history with a client? Thank-you for sharing this, it sounds like you would like to be able to have the client communications sent out via text also populated into the communications folder under the client profile (similar to emails), I do apologize this isn't the case at the moment. However I will share this with our product developers to consider for future iterations. Also if you want to run a simple report like show me all my clients in Az. or Cal. Quote below from Jobber-support. "The report will show all clients and not just AZ. Unfortunately none of our reports are able to filter by ja specific a state/ area if you service multiple areas. The Excel document would have to be downloaded and filters created in Excel. I can understand how having this available would be important and I can pass this feedback along to our Product Development team."

A CRM built for the needs of home services!

Comentarios: Overall Jobber is very good. The customer support is friendly and knowledgeable but obviously lack any real input from customers to the devs.
For the most part, they have wrapped up almost everything, but there are a few rough edges that need to be addressed. That said, I have not found a better CRM for home services.

Puntos a favor:

Quotes are easy Collect a deposit Keep cards on file Ease of Scheduling Good mobile app

Contras:

Unable to give partial returns through Jobber Payments Need more environmental variables Better API More triggers in Zapier Native texting is lacking in so many ways. Maybe instead of trying to reinvent the wheel, you could partner with a texting/phone/review product like Emitrr.