Starting and managing a business is easier said than done. Thankfully, there are several business management tools that make it easy for entrepreneurs to run multiple business activities from one online tool. One such tool is Jobber, a cloud-based service management platform that enables small and mid-sized home service and field service business owners to provide customer support, manage remote staff, expand their operations, and easily collect payments using the Jobber desktop or mobile app.
Jobber currently supports more than 50 service industries with features that enable real-time scheduling, expense tracking, online booking, invoice creation, automated emails, integrated CRM, and more services. The job-scheduling and time-tracking functionality allow users to update pending jobs, project progress, and tasks completed in real-time.
Below are the key features of Jobber and how it streamlines workflow and automates day-to-day tasks.
This is where you land immediately upon logging in to Jobber. It provides an overview of services organized as cards. The dashboard has the following items:
You can customize and import additional items on the dashboard from the recommended actions card. Additional items include draft invoices, approved quotes to send, jobs to be invoiced, overdue scheduled items, requests to be reviewed, unassigned items, jobs ending in 30 days, and more.
The client hub is where clients can check appointments, approve quotes, request additional tasks, pay invoices, and print receipts from their end.
As the name suggests, the platforms’ online booking feature is a marketing tool that helps attract and communicate with potential clients. Customers can easily submit their service requests, contact details, and preferred times and dates. You can customize booking questions to suit your business niche.
You can easily manage your clients from the platforms’ CRM (Customer Relationship Management tool). You can add photos and client files, view quotes, evaluate invoices, billing history, and more. The platform also has a search and filter tool, which helps locate and organize clients.
Users can easily schedule and dispatch tasks and team members from the platform. There’s a handy drag-and-drop calendar that allows team managers to assign team members to various scheduled tasks. Several items – such as jobs, reminders, calendar events, and on-site assessments – can be added to the calendar. The platform also has a progress indicator, which helps managers assign tasks to eligible members.
As mentioned, Jobber is a cloud and mobile app for service businesses. The mobile app is great for field staff to keep track of upcoming jobs and access any information they need to complete assigned services.
The app also has a time tracking feature that team members can clock in and out for quick payroll processing. Your field staff can submit hours worked from their mobile app. Similarly, admins can evaluate employee data, approve clocked timesheets, and confirm payrolls.
GPS tracking is another exciting feature of Jobber. The app drops a pin after every action. For instance, you can track your employee location immediately when they clock in or add notes to a task in progress.
Jobber has three pricing clusters and a free trial period. Below are the pricing options:
Among the many industries that use Jobber services include;
Jobber is a reliable and reputable service management platform used worldwide, with a mobile app that makes it easy to coordinate field teams. Jobber is an excellent tool for service businesses with recurring jobs, and offers all the field service management features you need – such as online booking, invoicing, scheduling, quote management, and more. Try the free version today.