Jobber is a software platform designed to help small and medium-sized service businesses manage their operations more efficiently.
It provides tools for scheduling, invoicing, customer relationship management (CRM), quoting, and team communication.
Jobber is commonly used by industries such as landscaping, cleaning, plumbing, HVAC, and other field service businesses.
The platform is known for its user-friendly interface, mobile app for field workers, and integrations with other tools like QuickBooks, Stripe, and PayPal.
It aims to streamline administrative tasks and improve customer experiences.
How does Jobber work?
Jobber works by providing a centralized platform to manage your service business operations. Here’s how it works step by step:
1. Set Up Your Account
• You customize Jobber based on your business needs, including your services, pricing, team members, and customer information.
2. Manage Customers
• Jobber includes a CRM to store customer details like contact information, job history, notes, and preferences.
3. Scheduling & Dispatching
• You can schedule jobs for your team using a calendar interface and assign tasks to specific team members.
• The platform provides real-time updates to field workers via the mobile app.
4. Quoting and Estimates
• Create professional quotes and estimates and send them directly to customers for approval via email or text.
5. Job Management
• Workers can use the Jobber mobile app to see their schedules, job details, and customer notes while in the field.
• Team members can mark jobs as complete, add notes, or upload photos for reference.
6. Invoicing and Payments
• Generate invoices automatically based on completed jobs and send them to customers.
• Accept payments through Jobber’s integrated payment processing system or via third-party payment gateways like Stripe and PayPal.
7. Client Communication
• Jobber allows you to send appointment reminders, follow-ups, and other notifications to keep clients updated and engaged.
8. Reporting & Insights
• Access detailed reports on revenue, job statuses, team performance, and other key metrics to help make informed decisions.
Jobber’s mobile app ensures that field workers and office staff remain connected, making it easier to coordinate jobs and provide better service to clients.
It’s designed to save time and improve organization, helping businesses scale more effectively.
What are the advantages of using Jobber?
Jobber is a business management platform designed to help small to mid-sized service-based businesses streamline their operations.
Here are some of the key advantages of using Jobber:
1. Streamlined Scheduling and Dispatching
• Easily schedule jobs, assign them to team members, and adjust schedules as needed.
• Drag-and-drop functionality for quick changes.
• GPS tracking ensures team members get to job sites efficiently.
2. Efficient Client Management
• Centralized client database to store customer information, job history, and communication.
• Customizable client profiles allow you to personalize your services.
3. Simplified Invoicing and Payments
• Generate professional invoices quickly.
• Automate payment reminders and accept payments online, including credit cards.
• Track outstanding balances and payment history in one place.
4. On-the-Go Accessibility
• Mobile app for iOS and Android allows you to manage your business from anywhere.
• Field staff can access job details, mark tasks as complete, and communicate with the office in real time.
5. Customizable Quotes and Estimates
• Create and send detailed quotes directly to customers.
• Turn approved quotes into jobs automatically.
6. Automated Workflow
• Automate repetitive tasks like follow-ups, appointment reminders, and payment requests.
• Save time and reduce the chance of human error.
7. Improved Team Collaboration
• Assign jobs, share notes, and track progress across your team in real time.
• Provide field staff with all the necessary details about jobs.
8. Reporting and Analytics
• Get insights into business performance, including revenue, expenses, and team productivity.
• Use these reports to make informed business decisions.
9. Customer Communication
• Send appointment reminders, follow-ups, and updates via text or email.
• Enhance customer satisfaction with clear, consistent communication.
10. Scalability
• Ideal for growing businesses; supports multiple team members and can handle increasing job volume.
• Adaptable for a wide range of industries like landscaping, cleaning, HVAC, and more.
11. Integrations
• Integrates with popular tools like QuickBooks, Stripe, Zapier, and Google Calendar for seamless workflows.
By centralizing and automating many day-to-day tasks, Jobber helps businesses save time, improve customer experience, and scale operations effectively.