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Software (Jobber etc)

Hi All 

 

Im looking for some advice for software to help me manage my customers with qouting,scheduling and invoicing,i have about 70 active custmers at the moment, i use yardbooks at the moment for scheduling and wave for invoicing and also still pen and paper for qoutes and reminding me of jobs, as you can see its a bit of all over the place. im currantly on a trail with jobber and like the look off it, ive read through the past post on here and it seems to be the main one, so if anyone could give me any feedback and also if there any other softwaere out there that could be better for me.

 

Thanks Carl. 

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Replies

  • Hi Carl

    We went over to Jobber three seasons ago and love it (we're still getting used to it though)  It's easy to use and they are updating their services almost weekly.  It's not bespoke so there will be things you want they dont have but for the day to day workload (scheduling/invoicing/quoting/follow ups) its great.  Only annoying thing is they keep talking about automated texts to clients but onlyin USA and Canada.  Start on lowest package and then build up to the more complex (and expensive) level.  Hope that helps?

    Dave Sunshine Gardens

    • PRO

      We opted for the middle plan as we have a few staff and need them to use the app. So we get route optimisation (limited to 2 per day - so one for each van per day), and email reminders for customers of visits. 

      Another thing I like is the automatic email reminder when an invoice is overdue, and then a second reminder a few days later. This is yet another job I need not have to do now. Which I hate doing. 

      When you start thinking how much is now automated it will pay for itself easily in time not spent in the office now.

  • PRO

    We just signed up to Jobber after a short trial period and many many many hours researching and deliberating over which software would suit us. We already extensively use QuickBooks online but, like you, have notebooks, diaries, iPhones, iPads, emails, post-it notes, paper job sheets, texts.... I was always swamped and struggling to remember where the information I needed at a specific time was!!!

    Insert a very helpful and honest chat with Haley from Jobber.  She told me that there isn't an app or piece of software that is perfect for any business - more likely an 80% fit at best. You work it to its strengths and utilise the available tools - their support staff will help you with the rest. 

    The support staff and user friendly help tutorials plus the reassurance of this from current users was what swayed me to sign up. It's still a bit alien but I already am feeling more organised. 

    The way it compartmentalises Requests, Quotes, Jobs, Invoices and Tasks whilst effortlessly linking them is brilliant for me. My nature and genetics is unfortunately disorganised and indecisive!! This alleviates my negative impact on business by giving me tools that make me, or my business, look slick and professional (like the job we do).

    So it's a thumbs up from me. We have a one-to-one setup meeting with Simon next Tuesday so will be a little more familiar with it after that.

  • PRO

    How much do you pay for Jober?

    It sounds like a smaller version of Service Autopilot.

     

  • PRO

    We have used Jobber since May 2013 and as such they have given us all of the features for $41 per month on their "legacy plan".

    We pobably couldn't do without it (but haven't used any other products) and members of staff have access to the schedules at home and with the ipads which we equip the vans with. It has made our operation much more streamlined and efficient than it ever was!

    We also like and use the Chemical Tracking facility which is a good centralised way to keep our spraying records up to date

    • PRO

      Yeah, I trialled it in 2014 but wasn't ready to make the move then. All these years later it's obviously increased in price!! Doh.

  • PRO

    Does Jobber Measure up gardens with Google maps and price up maintenance jobs, and send out a fully priced quote?

    Does it also have form and automations?

    Can it send out many emails in an automation?

    • PRO

      Jobber doesn't measure from Google Maps and price up maintenance jobs nor would I want it (or anything else to do so) as there are far too many variables in domestic gardens which cannot be taken into account!

      • maybe autopricing is ok for basic works for those that do mow blow & go kinda works like they do?

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