Jobber

Excellent company and excellent product

Comments: 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.

Pros:

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!

Cons:

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

Comments: 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.

Pros:

- 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

Cons:

- 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.

Good for scheduling. Horrid for reports.

Pros:

Scheduling jobs is easy and invoicing once completed is good.

Cons:

The reports section is garbage. There aren't basic reports and "customer service" doesn't help. All of the information is in the system but the system wont produce it.

Can Not Download Your Notes When You Leave Jobber

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

Pros:

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

Cons:

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!

Comments: 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.

Pros:

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

Cons:

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.