- All-in-one platform
- 14-day free trial
- Automatic follow-ups
- Can be overwhelming
- Additional users cost extra
Managing a small business is always challenging, but it’s even more complex when your company offers a type of home service. Not only do you need to spend time doing the usual administrative tasks, such as invoicing, but you also need to keep track of new jobs, tell employees where they need to go next and make sure everything runs smoothly. Fortunately, Jobber is here to save the day. The company offers an intuitive platform – available on desktop and mobile – that helps with all these tasks and then some. From quoting and follow-ups to customer support and CRM, Jobber has everything to be your one-stop-shop for managing your business. And the best part is that it’s fairly cheap – especially if you get an annual subscription and save 20% on your plan. Plus, Jobber allows you to test everything out before spending your hard-earned money, with its 14-day free trial.
A lot more goes into being a tradesman or odd jobber than just the work itself. For example, a self-employed plumber does more than just fixing pipes. They need to manage their customers, do invoices, check late payments, send custom quotes, and the list goes on. This is all time that could be spent in a more productive (and lucrative) way. By providing an all-in-one business management platform, this is where Jobber steps in to help.
In addition to CRM, this software comes with job scheduling, online booking, job forms, email marketing, and much more. The idea is that you spend less time at your desk and more time doing what you love the most – your craft. And don’t worry if your one-person show has grown into a small business. Jobber supports an unlimited number of users and offers the necessary tools to manage a small team.
First things first – before you think about how to manage the many jobs you’ll be getting, you need some customers. And what better way to have prospects hire you than them being able to book you online? Jobber comes packed with features to help you do this either on your website or directly in Google search. Of course, sometimes more information is required before accepting a particular job, and that’s why the platform also comes with an on-site assessment tool, which you can use to add any details to the job in question while visiting the location. Then, all notes can be copied over to your quote form and job information section with just one click.
Speaking of quotes, Jobber provides some professional-looking quote templates to save you time when creating an offer for a client. Even better, the built-in quoting software supports add-on services, which allow your customers to go through the extras you offer and see their final quote depending on these additional services straight away. It even comes with the option of adding financing plans, so your customers can book larger jobs and pay over time. And what about those people who take ages to respond? In this case, Jobber reminds them of their pending quotes with automatic follow-ups.
With more time on your hands, you’ll be able to accept more jobs, which means that you will need a way to track everything. Jobber knows this, which is why it offers various features to help you organize the work.
The software offers a drag-and-drop scheduler where you can create a new job with just a few clicks. Each entry can have a different color to give you a faster overview of the booked tasks, and it’s possible to filter the calendar by assigned team member, job status, and more. This is especially useful to make sure you don’t overbook (or under book) yourself or one of your employees. More importantly, you won’t have to handle the stressful consequences of a double booking ever again.
With the mobile app, you can schedule new jobs while in the field. Jobber also sends push notifications reminding you of the next job. It’s important to mention that the calendar also supports recurring schedules. For example, if you have a contract to clean someone’s house every Thursday, you can easily do this without scheduling the visit each week. Probably one of the best parts about Jobber is that it lets you optimize your schedule in terms of the route, making your day more productive and cost effective.
Now that your job is complete, it’s time to get paid. Invoicing can be one of the most dreadful tasks of a self-employed or small business worker. It takes time, and it’s not as easy to do as it seems. Plus, there are always those customers who “forget” to pay on time. With Jobber, you can do all this administrative work in mere minutes.
First of all, the platform generates the invoice automatically the moment the work is complete. By taking advantage of the customizable invoice templates that Jobber provides, you won’t need to spend hours at your office sending out bills. Depending on your preference, you can also batch all invoices in one go, and Jobber supports traditional mail as well.
If everything goes as planned, Jobber will automatically charge your customers’ credit card and send them the receipt. However, sometimes there are a few bumps in the road, and that’s when the invoice tracking is extremely helpful. Not only does the platform send you reminders of invoices that need to be sent, but it also applies different colors depending on their status. For example, if an invoice is in red, you know that it’s overdue and needs your special attention. Before that happens, though, Jobber will act as your bill collector by sending automatic follow-ups reminding your customers to pay up.
Last but not least, Jobber also supports in-person payments through Jobber’s Card Reader (U.S. only) and online payments. Plus, you can get paid instantaneously by using Instant Payouts. However, keep in mind that this service charges a 1% fee of the amount being paid.
There are a lot of factors that impact your business growth. One of them is how you take care of your customers. From answering their questions in a timely manner to sending them special offers at the right moment, making sure your clients have a smooth customer journey is key for your business to thrive.
With Jobber’s built-in CRM tool, you can access a full client history whether you’re at the office or in the field. This information includes past quotes, invoices, jobs, billing history, and more. You can also create custom fields that suit your needs, add attachments, and even link notes between customers, work requests, jobs, quotes, and invoices. Although it’s nothing to write home about, the software does allow you to import customer data from CSV files and QuickBooks.
But the best part of all is Jobber’s Client Hub – a place where customers can log in for free and find any information regarding their requests, pay invoices, hire additional services, check reminders, and more.
Mobile and Integrations
If your work is at your customers’ houses fixing their plumbing or taking care of their lawn, it’s essential that the software you use to manage your company tags along with you. Fortunately, Jobber allows you to take advantage of all its features on any Android and iOS smartphone through its dedicated mobile apps.
The platform is pretty intuitive, and you won’t have any trouble finding your way around. More importantly, since it’s possible to track a job’s progress, schedule new jobs, and check services on the go, you can manage your small business without being stuck at the office.
In addition to several dedicated integrations – such as the online accounting software QuickBooks – you can use Zapier to connect Jobber with over 1,500 third-party solutions. This way, all the software you already use will automatically access the necessary information from this business management software.
Jobber offers several subscriptions, each catering to a different type of business. The cheapest plan – Core – is perfect for a tradesperson or odd jobber flying solo, as it only supports one user. It starts at $39 per month with a yearly subscription. Unfortunately, this subscription lacks some features, such as online booking and job routing, but it offers what’s necessary to manage your contracts.
Small companies will need to subscribe to either Connect or Grow. While the former costs $119 per month with an annual billing cycle and supports up to seven users, the latter is $239 per month (also with a yearly subscription) and covers up to 30 users. It’s important to mention that Grow allows you to go over this limit by paying $19 per month for each extra user, and you can contact the company for a personalized quote. The Grow plan also comes with more advanced features, such as automated invoice follow-ups, email marketing, and optional quote add-ons.
Regardless of the plan you get, make sure to test the platform for yourself by taking advantage of the 14-day free trial available. The company also offers a few free tools online, such as a profit-margin calculator, estimate templates, and invoice generator. And to show that Jobber aims to help home-service companies grow, it also offers grants you can apply for regardless of your business stage.
Jobber knows that your business can’t stop due to its software. That’s why it offers 24/7 support via live chat, phone, and email. Plus, it takes (on average) less than one minute to respond. So, if you or any of your employees need fast support, Jobber is on the case. The company also does a terrific job laying out all the information related to the platform on its website. Not only does it explain each feature in detail, but it also offers a comprehensive help center. Additionally, you can learn a lot about running an efficient and productive business by visiting Jobber Academy. Here, you can find advice and tips for all types of home service businesses. Speaking of which, Jobber has a private Facebook group where thousands of home service workers offer their support. The company is also available on social media, having profiles on Facebook, Twitter, Instagram, and YouTube.
Overall, Jobber is an excellent business management software for home service companies that allows you to spend less time on administrative tasks and more on getting the job done. The platform is very well thought out, offering features that answer all the necessities of an odd jobber or entrepreneur. Plus, the ability to have everything at your fingertips is perfect for making sure you don’t need to be stuck at your desk to go over all your administrative tasks. From taking care of quote follow-ups to reminding your customers about unpaid invoices, Jobber works 24/7 to ensure your business runs smoothly without requiring you to check your phone every minute. Plus, it also works well for small teams, as Jobber allows you to manage and track your employees’ work easily. The cherry on top is the free trial that lets you try the software out for 14 days without even asking for your credit card information.Visit Jobber14-Day Free Trial