Jobber

Excellent company and excellent product

Commentaires: 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.

Avantages:

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!

Inconvénients:

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 - MY Business OSS

Commentaires: My overall experience with Jobber has been quite positive as it helps me immensely run my business.
It is my OSS today. It assigns and tracks all work requests, quotes, jobs and tasks. It also does our invoicing and passes data nicely to Quickbooks for great financial reporting. I just wish I had more robust reporting features with it.

Avantages:

Having a system that can be quickly and easily implemented and used by small business that incorporates features including integrates that addresses 'quote to cash' work flow was essential. Jobber does the job nicely, quickly, easily and is quite affordable for any small business. It integrates nicely with financial systems such as QuickBooks too.

Inconvénients:

Reporting is weak with the version I currently have. There are some standard reports that provide some fair data qualities but to customize reports using custom fields or job fields is quite weak. Exporting any report to Excel does not work well. I dont get the attachment file when attempting.

It Runs Our Business Well

Avantages:

It is constantly being updated and the customer support is good.

Inconvénients:

Jobber Payments Stripe fees are higher than standalone Stripe fees. They would not budge on lowering/matching the fees we had enjoyed before.

Can Not Download Your Notes When You Leave Jobber

Commentaires: Very bad. No customer service. Reps hang up on you.

Avantages:

Nothing..... Slow, Tech behind the program is flawed. They only update the expensive plan.

Inconvénients:

I am leaving jobber after 2 years. You have to go in to each note to copy and paste it manually if you want to save your notes,

A CRM built for the needs of home services!

Commentaires: 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.

Avantages:

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

Inconvénients:

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.