Quoting, scheduling, & invoicing for home service businesses
4.6/5 (459 reviews)Jobber is a cloud-based field service management solution designed for small and medium-sized businesses. Designed and built to be fast to learn and easy to use, Jobber has all of the tools and flexible features needed for getting work done.
Jobber is designed for businesses in field service industries such as plumbing, landscaping & lawn care, maid service, computer repair, HVAC, pest control electricians, handyman, carpet cleaning, and more.
Jobber supports a wide variety of scheduled and unscheduled work flows, with both one off and recurring contract capabilities. Jobber's scheduling grid and map view ensure that teams are fully allocated and efficiently routed.
Jobber's billing system is tightly integrated with the scheduling platform, providing one click invoicing of one or more jobs with tracking and reporting that will ensure a business gets paid every time. Many of Jobber's users eliminate the additional cost of a third party accounting system.
Field service managers are able to keep track of unique customer and job details right in Jobber. From custom fields to custom job forms to adding notes and attachments, teams will be prepared for the job. Employees can access the information they need when they need it in the field, and managers will have a clear record of each customer and visit.
Robust yet easy to use from any device, scheduling, quoting and invoicing features help businesses stay organized and focus on doing good work. With additions and improvements made almost daily, Jobber is an actively and vigorously developed cloud based business system for field service businesses.
Pros
I bought a cleaning company summer 2017 that does about 500 homes per month, and needed to switch from the clunky and often failing cloud-based software we used before. I talked to several companies like Jobber, but was blown away by Jobber's level of customer service. They explained things and helped me for as long as I needed them to, to feel comfortable with switching to them. We are about four months into active use now and my expectations have not been unmet in any regard. The continued support is amazing -- any time myself or my office people have questions we hop on the chat and are quickly responded to. The best part is that Jobber continually gets better -- they are continually seeking ways to add more value to their product.
User-wise, this product is great. It is so fast to navigate (no lagging between pages or searching for something). We have six crews in the field with tablets, and are able to see when and where they check in and out of each job. We can pull up a map view and see all the homes that are done so far in the day. We can easily add a crew to a home if we want to send additional help, and their tablet is automatically updated with that information.
If you decide to use Jobber, be sure to know what you are doing when you enter all the customer information. Pay attention to the different areas of custom fields "Client", "Property", "Job" etc. and how they populate and do not populate to other areas. We lost some time there.
Cons
Currently would like to see:
-Automatic emails for followup able to be sent without having to close a job -- just by marking it as complete. It would be ideal if you could set the frequency of this contact -- such as every time, once per month, once per quarter, etc.
I don't have many cons off the top of my head. In my opinion it is a phenomenal value for what you get.
Thanks for your detailed review! We're so glad to have you on the team too. We'll be sure to share your suggestions with the team :) As always, just let us know if you need anything!
Pros
I'm not going to take it away from jobber completely. Your customer service is awesome. They are super friendly, it got great attitudes. They answer the phones all the time. Except when they're in meetings anyway. But regardless they're very good at getting back with you and finding you good answers. Also, their user interface while I have a problem with a few things, for the most part is super super simple and intuitive. They are very good if you're a small business. But that's the problem. Is that where you're wanting to stay? I didn't think about it for years ago when I started. And now I kind of wish that I didn't. But I'll get to that here in a second.
Cons
Their data export is horrible. If you want to see a clear picture of where your calls are coming from, you have to download for 5 files and concatenate them all and try to piecemeal them together to understand and have a full database file of your own clients. Honestly, that stinks. They don't give you an API, because they say that the one that they had slow down their servers and they don't want to offer that level of service to small businesses. Do you see what I mean? If your small they'll do business with you, but if you want to grow, they're not willing to go there.
So, if you want to grow, don't go with jober. Instead go with single Ops. They have an API.
This may not mean a lot to you now, but once you start dumping high amount a month in advertising, you absolutely want to know where every single call is coming from. If you don't, you end up wasting thousands of dollars a month.
And jobber will not give you the API. Worse, they could give you an API on a limited basis. For example they could limit it to Tim queries a day. That would not slow down their server significantly. But they don't. And that stinks. So you get all of this investment training all of your people with a specific system, and then once you start growing you have to leave. For this reason, I wish I would have gone with single Ops II begin with.
Hey Mark, we appreciate you sharing your feedback. Our goal is to help our customers be successful, and often success means growth, so we would appreciate the opportunity to hear more about your export needs and workflow so we can share that with our product team.
We also might be able to offer some advice or workarounds, and further explain our API approach. Someone from our product team will be reaching out today, so please keep an eye out for an email from us.
Many of our customers sustain an efficient workflow in Jobber as they grow their businesses, but we do know that every business has different needs and hopefully we can find a way to make your evolving workflow work with Jobber.
Pros
Field staff are able to easily track time in their mobile apps. Client hub is starting to be a valuable tool, it needs work though.
Cons
You can't chat with field workers on their apps. It's difficult to bill from the mobile app. The time sheets don't properly sync with quickbooks. You can't sync your own/bank merchant account to jobber payments. Refunds take 5 days to process, you can't issue partial refunds, or take partial payments. you can't mark an invoice partially paid (construction typically does a 7% hold back of funds) It's tough to see which invoices are still outstanding. Payments do not automatically apply to invoices in quickbooks. No way to edit outline of client reminders to not include appointment times- we would like to only include appointment dates. You can't issue a credit on an invoice. you can't see aged receivables by client. You can't set individual staff availability ie; some needs monday off so it's blocked out. Instead, you have to enter a basic task and complete/delete it so your calandar doesn't get bogged down. You cant batch complete tasks jobs-need to auto complete late visits. you can't set individual payment terms for different types of clients - (one that would be really helpful, would be if issued before a day of the month, its due the following month on a day. needs an hr area for staffing meetings and notes. Clients don't like how they're currently accessing client hub- one suggestion would be a mobile app or a save to favorites button which is easily recognized by clients.
Hi Andrea,
Thanks so much for taking the time to provide this thorough feedback. We wouldn¿t be able to build a product that helps businesses without feedback like yours!
It's great to hear that your team has been able to easily track time out in the field and that you're seeing value from using client hub.
We've noted this specific feedback for our product team to look over and use to help drive future feature updates. We do recognize there are a lot of features that would make Jobber even better for our customers. Because of this we¿re always pushing out new features and updates, so hopefully we¿ll be able to cross some of these items off the list for you down the road!
- Rebecca from Jobber
I already answered that question
Pros
The website is easy to navigate.
Employees can easily see their jobs in mobile app.
Entering client & job info is a breeze even for new employees.
Live chat is available and the issues I have had have been easily solved via live chat.
Quotes are easy to find in the system and can easily be converted into jobs with minimal or no extra data entry.
Invoicing is easy and seamlessly integrates with quickbooks.
Once I turn on Jobber payments, customers will have a very easy way to pay their bill that is just as simple as PayPal (our current payment platform).
I can tag clients into any kind of group I can think of. The biggest way we will use tagging is for delinquent Invoice customers (we are blessed not to have many). Any employee who tries to enter a new job for a client in this category will see a tag reminding us to get paid for past work before agreeing to a new job. There are ways to track past due invoices but not all employees can see that info.
Automatic emails and sms templates in Jobber can be easily customized for our business needs.
Automatic customer reminder emails and sms is awesome way for customers to remember appointments.
Customers via email link in their quote can request quote changes.
Customers via email link in their quote can accept a quote and sign-off on it which makes converting a quote into a job very easy. Notification of an approved quote is emailed to me and the dashboard in the program notifies me.
Cons
Can't do line item discounting on quotes...customers like to see normal price next to discount price....also certain items on a quote need a discount without discounting the entire quote....currently a discount can only be shown after the subtotal and the discount will apply to the entire quote, discounting labor before discounting a taxable item.
Can't send generic quotes easily...sometimes we want to put several options on a single quote but the program tallies all the dollar amounts together and puts an outrageous total at the bottom...we have lost business due to a customer looking at the "total amount" of a quote and freaking out because they don't realize the quote tallied all the options together.
Can't make job forms mandatory for employees to complete before closing out a job thus making it harder to hold employee responsible when certain details are missed in a process.
Products and services reports can be skewed on the dollar amounts because again sometimes discounts are applied on an invoice but Jobber only allows for a discount on the subtotal (rather than line item)...this makes it hard to get an accurate dollar amount when doing reporting on specific items we sell. As far as I can see, Jobber reports will not take into account discounts given during a specific period of time.
The automatic quote follow up feature can only be viewed on main website. There is currently no way to make it visible to an assigned employee on the mobile app.
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 starts at just $78/month ($69/month paid annually), under the Core subscription. With the Core subscription users receive:
- Up to 2 users
- Jobber Payments (2.90% + 30¢)
- Quoting & Invoicing
- Scheduling/dispatching and time sheets
- Jobs and notes/attachments
- Accounting sync
- Client manager (CRM)
- Client hub
- Reporting and expense tracking
- Chemical tracking
- Mobile app and push notifications
- Team permissions
- Integrations
With the Connect subscription, $145/month ($129/month paid annually), users receive the above features in addition to:
- Up to 10 users
- Work requests
- Routing and GPS tracking
- Time tracking
- On my way text messages
- Client reminders and client follow-ups
With the Unlimited subscription, $291/month ($259/month paid annually), users receive the above features in addition to:
- Unlimited users
- Jobber Payments (2.70% + 30¢)
It wasn’t long ago that field service professionals were completely cut off from their in-office support teams. Schedules, client information, and maps had to be printed out at the beginning of each day, and last-minute changes were incredibly difficult to make. Now, mobile technology is making it easier for field service professionals to run more productive and profitable businesses. Jobber is an example of a scheduling, invoicing, and productivity platform designed specifically for field services.
Plumbers, landscapers, electricians, and anyone else who works offsite on a regular basis can use Jobber to streamline operations and reduce technical inefficiencies. The company’s mobile platform includes features for job scheduling, invoicing, client tracking, and time tracking, all of which are valuable for professionals who spend the majority of their time working outside the traditional office.
Jobber gives field service professionals real-time access to their customers’ information, regardless of whether they’re sitting at desktop computers or using mobile devices on the road. Jobber supports both scheduled and unscheduled workflows, along with one-off and recurring contract capabilities.
By integrating a billing system with its scheduling and routing platform, Jobber has been able to decrease the number of clicks the average professional makes when sending estimates or invoices to customers. Automated invoices can be sent as soon as a job is complete, while recurring invoices are distributed at regular intervals to customers on subscription billing plans. All payment details, including check numbers and notes, are kept in a centralized location, which makes it easier for managers to keep tabs on their business data with detailed financial reports.
In-app scheduling tools allow both in-office and offsite employees to track the progress of daily schedules and make changes on the fly. Job scheduling can be made on a one-time or recurring basis. (For example, a landscaper may see Client A every Monday, while he may see Client B just once a season.) Schedulers can assign one or more employees to each job, knowing that Jobber won’t allow for double-bookings or over-assignments.
Use the drag-and-drop scheduling grid to assign your own workforce as clients call in for service. You can check each team member’s schedule to see who is available at a specific day and time. Jobber also gives you the flexibility to schedule jobs without assigning a particular employee until a later date. The system allows for real-time updates and changes, which means your field service professionals can be re-routed and their schedules adjusted if a client cancels at the last minute.
By integrating an invoicing and billing module into its field service management platform, Jobber has decreased the work involved in sending bills to customers. The solution offers a follow-up feature that ensures invoices never slip through the cracks, along with recurring billing options for companies that see certain customers on a regular basis.
Set up your invoicing system from within Jobber, including details like pricing schedules and invoice frequencies. Jobber sends invoices by email automatically, and the platform will let you know if there is ever a problem with delivery. When clients forget to send payments, Jobber sends automated reminders at the intervals you select. It also includes features for payment tracking and integrates with electronic payment partners including Paypal, Braintree, and Stripe.
Time spent on the road is time that businesses can’t bill for, which is why Jobber takes its routing features seriously. The application uses route optimization to put unscheduled jobs into the best order by location, decreasing the time that professionals spend driving from jobsite to jobsite each day.
Use the drag-and-drop job ordering feature to put unscheduled jobs into a more suitable order using a digital map. You can make changes in real-time if a client reschedules or cancels an appointment. You can also add-on GPS tracking to improve operational efficiencies for your field service technicians.
Task management is an important feature for workplace productivity. Using Jobber, field service professionals can keep tabs on what’s going on inside the office, even when they’re working on the road.
Assign tasks to your team, or yourself, making sure to include deadlines and details whenever possible. When you complete tasks in the field, your in-office staff is immediately notified. If you forget to complete a certain task, Jobber will send you an automated reminder before the task is scheduled. Calendar synchronization is another feature that ensures tasks are completed on time whenever possible.
Reports help businesses determine what they’re doing right, and what they’re doing wrong, along the path to maximizing productivity and efficiency. With Jobber, users are able to create customized reports that target virtually any aspect of their businesses.
Click on the “Management” tab to create a report for your business, making sure to select which type of report you’d like to automatically generate. Historical reports allow you to pull past data and review how your productivity or income levels have changed over time. You can also create invoicing reports, transaction reports, and even client communication logs. Reports can be exported as CSV files.
Jobber integrates with a number of external business applications, including electronic payment services such as PayPal, Braintree, and Stripe. Users can also integrate Jobber with accounting platforms from QuickBooks and Xero.
Jobber has three tiers of pricing. Core at $69/month (2 users), Connect at $129/month (up to 10 users), and Unlimited at $259/month (unlimited users).
Each plan builds upon a core set of features that offer the essentials for efficient service business operations. Jobber’s Core plan includes everything from quoting to scheduling to invoicing, to help run your service business operations. Connect has the same benefits as the core plan with more features that better connect you with your team members and your clients. And Unlimited fits larger teams and it works well for businesses with higher payment processing volumes. Quickbooks and Xero syncs don’t cost extra with Jobber and are included in every plan.
Streamlines operations for field service companies
Mobile interface includes full back-office functionality
Includes features for job scheduling, invoicing, client tracking, and time tracking
Helps field service professionals run more profitable businesses
Automated invoicing tools increase on-time payments
Below are some frequently asked questions for Jobber.
Jobber offers the following pricing plans:
Starting from: $78/month
Pricing model: Subscription
Free Trial: Available
Jobber starts at just $78/month ($69/month paid annually), under the Core subscription. With the Core subscription users receive:
- Up to 2 users
- Jobber Payments (2.90% + 30¢)
- Quoting & Invoicing
- Scheduling/dispatching and time sheets
- Jobs and notes/attachments
- Accounting sync
- Client manager (CRM)
- Client hub
- Reporting and expense tracking
- Chemical tracking
- Mobile app and push notifications
- Team permissions
- Integrations
With the Connect subscription, $145/month ($129/month paid annually), users receive the above features in addition to:
- Up to 10 users
- Work requests
- Routing and GPS tracking
- Time tracking
- On my way text messages
- Client reminders and client follow-ups
With the Unlimited subscription, $291/month ($259/month paid annually), users receive the above features in addition to:
- Unlimited users
- Jobber Payments (2.70% + 30¢)
Jobber offers the following features:
Jobber has the following typical customers:
Mid Size Business, Small Business
Jobber supports the following languages:
English
Jobber has the following pricing plans:
Subscription
Jobber supports the following devices:
Android, iPhone, iPad
Jobber integrates with the following applications:
Authorize.net, Braintree, NiceJob, PayPal, QuickBooks, QuickBooks Online, QuickBooks Online, Square Point of Sale, Stripe, Xero
Jobber offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
Putting tablets in the field with time tracking saved us at a lot per month in labor by holding workers accountable.
Administrative time/hassle was greatly decreased. Probably save 3-5 hours a week over old software (Zenmaid).
Peace of mind. It is very very nice to feel like I have a team (Jobber's support) to help us if we have any issues. It's like a free insurance policy.