Jobber: All-in-One Field Service Management Tool

Are you tired of juggling multiple tools to manage your field service business? What if there was a single solution to streamline scheduling, invoicing, and client management? For over 250,000 service professionals, this is no longer a dream—it’s a reality.

Jobber is designed to simplify your workday. It supports more than 50 industries, including HVAC, landscaping, and cleaning services. With features like mobile operations and automated workflows, it saves users over 7 hours every week.

Whether you’re a small business or a growing team, this tool helps you focus on what matters most—delivering excellent service. Ready to transform how you manage your jobs? Let’s dive in.

Key Takeaways

• Streamline scheduling, invoicing, and client management with one tool.
• Supports over 50 industries, including HVAC and landscaping.
• Used by 250,000+ service professionals worldwide.
• Saves 7+ hours weekly through automation.
• Ideal for businesses with 1-15 users.

What is Jobber?

Streamlining work for service businesses is easier with tools like Jobber. This platform helps companies manage everything from quotes estimates to invoicing, saving time and reducing errors. With features like GPS tracking and QuickBooks sync, it’s a comprehensive solution for modern service businesses.

Overview of Jobber’s Core Features

One of the standout features is its ability to convert quotes estimates into jobs automatically. This eliminates manual data entry and ensures accuracy. The platform also includes GPS tracking, which helps optimize routes for field teams. Additionally, integration with QuickBooks simplifies accounting tasks, making it a versatile tool for businesses.

Industries That Benefit from Jobber

Jobber is designed for a variety of industries. Landscaping businesses use it for efficient routing and scheduling. HVAC companies rely on its dispatch boards for real-time technician tracking. Cleaning services benefit from customizable checklists that ensure consistency and quality.

Key differentiators include built-in payment processing and a client self-service portal. These features enhance customer satisfaction by offering transparency and convenience. With high satisfaction rates—93% in landscaping and 87% in residential cleaning—Jobber proves its value across industries.

Integration with tools like QuickBooks, Stripe, and Mailchimp further enhances its functionality. This makes Jobber a powerful solution for service businesses looking to streamline their operations and improve efficiency.

Key Features of Jobber

Effective scheduling and client management are key to service business success. This platform offers a suite of tools designed to simplify operations and enhance productivity. From scheduling to invoicing and client relationship management, every feature is built to save time and improve efficiency.

Scheduling and Dispatching

The drag-and-drop calendar makes scheduling effortless. Assign and reschedule jobs with ease using color-coded job statuses. This visual system ensures everyone stays on the same page, reducing miscommunication.

With five view types and real-time updates, teams can track progress seamlessly. Two-way text messaging keeps technicians informed, while route optimization saves an average of 18% on fuel costs. This feature minimizes travel time and boosts productivity.

Invoicing and Payment Processing

Automated invoice creation streamlines the billing process. Customize invoices with branded templates for a professional touch. This reduces manual errors and accelerates payment cycles.

Mobile payment processing ensures 73% faster invoice payments. With a transaction fee of 2.9% + 30¢ and next-day deposits, cash flow management becomes hassle-free. Clients appreciate the convenience, leading to higher satisfaction rates.

Client Relationship Management

Track client history with detailed records of past interactions and services. Store property photos for easy reference, ensuring personalized and consistent service. This feature enhances communication and decision-making.

The platform also includes a client self-service portal, offering transparency and convenience. By keeping all relevant information in one place, teams can deliver exceptional service and build stronger client relationships.

Jobber Pricing Plans

Looking for a pricing plan that fits your business needs? This platform offers three flexible options designed to scale with your operations. Whether you’re a small team or a growing enterprise, there’s a plan tailored for you. Plus, a 14-day free trial lets you explore the features risk-free.

Core Plan: Ideal for Small Businesses

The Core plan starts at $49 per month (with annual billing). It’s perfect for small teams with basic needs. This plan includes essential features like scheduling, invoicing, and client management. Additional users can be added for $29 each, making it scalable as your team grows.

Connect Plan: Enhanced Features for Growing Teams

At $129 per month, the Connect plan adds advanced tools like QuickBooks integration and two-way messaging. It’s ideal for businesses looking to streamline operations and improve communication. The per-user fee remains $29, ensuring affordability for expanding teams.

Grow Plan: Advanced Tools for Larger Operations

The Grow plan, priced at $249 per month, is designed for larger businesses. It includes advanced job costing, custom roles, and priority support. This plan is 23% cheaper than competitors like ServiceTitan for 10 users, offering significant savings.

Billing Savings: Opting for annual billing saves you 20% compared to monthly payments. However, note that payroll features require integration with Gusto, and there’s no free plan available.

Jobber Mobile App: On-the-Go Management

Managing your field service business on the go has never been easier with the right mobile app. This tool is designed to keep you connected and efficient, no matter where you are. With features tailored for field service professionals, it simplifies tasks and enhances productivity.

Mobile App Features and Usability

The mobile app offers exclusive features like GPS waypoint tracking and photo uploads. These tools help you mark locations accurately and document job progress seamlessly. Whether you’re navigating to a site or capturing evidence of completed work, the app ensures you stay on top of your tasks.

For optimal performance, the app requires iOS 14+ or Android 8+ with at least 2GB of RAM. This ensures smooth operation and compatibility with most modern devices. Real-time updates keep your schedule in sync, though there’s a slight 15-second delay for schedule changes.

Users have reported a 32% faster job completion rate when using mobile checklists. This feature streamlines workflows and reduces errors, saving time for both you and your team members.

Limitations of the Mobile App

While the app is highly rated (4.7/5 on iOS), it has some limitations. Offline access is not available, which can be a drawback in areas with poor connectivity. Additionally, you can’t create invoices directly from the app, requiring you to switch to the desktop version for billing tasks.

Another missing feature is the monthly calendar view, which limits long-term planning. Reporting capabilities are also limited, restricting access to detailed analytics. Despite these drawbacks, the app remains a valuable tool for managing field service operations efficiently.

Jobber Integrations

Streamline your operations by connecting your favorite tools with powerful integrations. This platform supports 48 total integrations, including Stripe, Mailchimp, and Google Calendar. These connections enhance efficiency and ensure seamless workflows across your business.

QuickBooks Online and Accounting Tools

Sync your financial data effortlessly with QuickBooks Online. This integration updates every two hours, ensuring your records are always accurate. Whether you’re tracking expenses or managing invoices, this feature simplifies your accounting tasks.

For businesses using other accounting software, the platform’s compatibility ensures smooth data transfer. This reduces manual entry and minimizes errors, saving you valuable time.

Payment Processing Integrations

Accept payments seamlessly with supported processors like Stripe and Square. Stripe charges a transaction fee of 2.9% + 30¢, while Square offers a rate of 2.6% + 10¢. These options provide flexibility and convenience for both you and your clients.

With next-day deposits, you can manage cash flow more effectively. This ensures your business runs smoothly without delays in receiving payments.

Marketing and Business Operations Tools

Enhance your marketing efforts with tools like Mailchimp. Automated review request templates boast a 78% open rate, helping you gather valuable feedback. These marketing tools streamline client communication and boost engagement.

While the platform doesn’t integrate with HubSpot or Salesforce CRM, its Zapier compatibility enables connections with over 200 apps. This expands its functionality, making it a versatile solution for your business needs.

Jobber for Time Tracking and Payroll

Accurate time tracking and payroll management are essential for field service businesses. With tools designed to simplify these processes, you can ensure your team’s hours are recorded correctly and payments are processed efficiently.

Time Tracking Features

The mobile clock-in feature includes location verification, ensuring your team members are at the job site when they log their hours. This adds an extra layer of accountability and prevents discrepancies. However, there’s no geofencing, which limits advanced location-based controls.

Manual overtime calculations are required, which can be time-consuming. Despite this, the system provides clear records of hours worked, making it easier to review and approve timesheets. Daily audits can help catch errors early, as 14% of users report timesheet inaccuracies.

Payroll Management and Approvals

The approval workflow involves a 3-step manager sign-off process. This ensures every timesheet is reviewed thoroughly before payroll is processed. While this adds accountability, it’s 63% slower than competitors like Connecteam for bulk approvals.

To maintain accuracy, consider implementing daily audits of timesheets. This practice helps identify and correct errors promptly, ensuring your payroll is always accurate. By staying proactive, you can avoid delays and keep your team satisfied.

Jobber’s Client Hub: Streamlining Communication

Enhancing client communication is a game-changer for service businesses. With tools designed to simplify interactions, you can ensure your customers stay informed and engaged throughout the process. This platform offers features that not only save time but also improve satisfaction rates.

Automated Messages and Review Requests

The platform includes 15 pre-built SMS and email sequences for automated messages. These templates cover everything from appointment reminders to follow-up requests, ensuring consistent and timely communication. By automating these tasks, you can focus on delivering exceptional service.

Review request templates boast a 78% open rate, helping you gather valuable feedback from customers. This feature not only enhances your reputation but also provides insights for improvement. However, note that these messages currently lack multilingual support, which may limit their use in diverse markets.

Client Self-Service Portal

The self-service portal empowers customers by giving them access to service history, documents, and payment options. This transparency reduces the need for back-and-forth communication, leading to a 41% reduction in support tickets. Clients can also approve quotes directly through the portal, with a 92% approval rate.

Customization options allow you to upload your logo, adjust brand colors, and set the tone of communication. This ensures the portal aligns with your business identity. Additionally, the portal accelerates payments by an average of 3 days, improving cash flow and operational efficiency.

Jobber’s Security and Data Protection

Protecting sensitive information is a top priority for any business. With robust measures in place, this platform ensures your data remains safe and secure. From encryption to role-based permissions, every feature is designed to safeguard your operations.

Encryption and Two-Factor Authentication

All data is encrypted using TLS 1.3, the latest standard in secure communication. This ensures that information transmitted between your devices and the platform is protected from unauthorized access. Additionally, mandatory two-factor authentication (2FA) is required for admin roles, adding an extra layer of security.

Data Storage and Access Controls

Your data is stored on AWS, a trusted cloud service provider known for its reliability and security. Role-based permissions allow you to control who has access to sensitive information, ensuring only authorized personnel can view or modify it. Access logs are retained for 90 days, providing a detailed history of all activity.

The platform is SOC 2 certified, demonstrating its commitment to maintaining high standards of data protection. However, it does not currently support HIPAA or GDPR compliance, which may be a limitation for some businesses. Despite this, there have been zero reported incidents of data breaches in 2023, showcasing its effectiveness in keeping your information safe.

Pros and Cons of Using Jobber

Evaluating the pros and cons of a field service management tool is essential for making the right choice. This platform offers a range of features designed to streamline operations, but it’s important to weigh its strengths and weaknesses before committing.

Advantages of Jobber for Field Service Management

One of the standout strengths is its impressive 98% quote conversion rate. This feature ensures that potential clients are more likely to commit, boosting your business’s revenue. Additionally, the platform offers 24/7 customer support, ensuring help is always available when you need it.

Users report saving an average of 7 hours weekly thanks to its automation tools. This efficiency allows teams to focus on delivering quality service rather than getting bogged down by administrative tasks. The platform’s intuitive design also makes it easy to onboard new team members quickly.

Limitations and Areas for Improvement

Despite its strengths, there are some limitations to consider. The $29 per user add-on fee can add up quickly, especially for larger teams. Additionally, the platform lacks inventory management features, which could be a drawback for businesses that rely heavily on tracking supplies.

Some users have noted that the mobile app’s interface could be simplified. While it’s highly rated (4.5/5), the complex UI can slow down operations in the field. These areas present opportunities for improvement to enhance the overall user experience.

In terms of cost-benefit analysis, most users achieve a return on investment within three months. However, it’s worth noting that the platform doesn’t include advanced project management tools found in competitors like ServiceTitan.

Conclusion

Finding the right tool to manage your field service management operations can transform your business. Jobber offers a centralized solution that simplifies scheduling, invoicing, and client communication. Whether you’re a small team or a growing enterprise, it adapts to your needs.

When choosing a platform, consider your team size, industry requirements, and budget. For small to medium-sized businesses, Jobber is a cost-effective choice compared to enterprise solutions like ServiceTitan.

Ready to see how it works? Take advantage of the 14-day free trial with no credit card required. Use this time to explore its features and evaluate its fit for your operations. With an 8.2/10 rating for businesses under $5M revenue, Jobber is a reliable choice for streamlining your workflows.