Jobber Review 2023: Best Home Service CRM?

Jobber offers robust invoicing features that greatly simplify your business's financial operations.

With Jobber, you can easily create, send, and track invoices directly from the platform.

This saves you time and ensures all your data is in one place, eliminating the need for manual data entry and reducing the risk of errors.

Once you've sent the invoice, clients can pay via the following methods:

• Credit card
• PayPal
• Stripe
• Jobber Payments
• ACH transfer

Jobber also offers automatic payment reminders to ensure clients don't miss deadlines.

Jobber offers a comprehensive invoice history view for businesses with lots of payments to track. This makes locating past payments and invoices easy (with just one click).

Trust us when we say—this feature is a game-changer for home service businesses looking to revamp their sales process.

Take a look at an invoice that one of our clients created for a weekly cleaning job.

As you can see, everything is easy to navigate with Jobber's sleek layout.

Within each invoice, you can easily add the following:

• Product/service
• Issued date
• Payment due
• Custom fields
• Product/service description
• Internal notes and attachments

Our takeaway: If you're looking to track payments effortlessly from multiple sources, Jobber has your back.

Jobber's client hub truly sets it apart from its competitors. When it comes to providing excellent self-service capabilities, Jobber excels.

By offering clients the option to handle their own bookings, payments, and requests, businesses can reduce their administrative workload significantly.

With the client hub, your customers can:

• View and approve quotes
• Request changes to services
• Pay invoices online
• View past and upcoming work
• Access online booking to request work

Here's an example of the client hub "appointments" interface from a home service business we helped with Jobber.

As you can see, all of the client's appointments are laid out in a way that's easy to read.

We also loved how each card could be clicked (shown below) to display each team member who would be at the appointment.

This kind of self-service empowers your customers while also freeing up your team to focus on delivering excellent service.

It's a win-win situation that can save you time, reduce miscommunications, and help you provide a superior customer experience.

Offering self-service options can enhance customer satisfaction and increase customer retention. After all, an empowered customer is a satisfied customer.

When running a home service business, communication is key.

Jobber understands this quite well.

The platform includes a robust customer communication feature that simplifies keeping track of all your customer interactions.

With Jobber, you can:

• Send automated text messages and emails to your customers
• Keep track of all communications in one place
• Easily update customers about job status, arrivals, and more
• Provide quotes and invoices via text or email

This comprehensive communication tool means no more missed calls or overlooked emails.

It enables you to maintain a high level of service and keeps your customers informed every step of the way.

It also provides a record of all customer communication, which can be crucial in resolving any misunderstandings or disputes.

Let's look at a specific example where communication with clients was key.

We helped an A/C repair company use Jobber to manage their customer communication.

Their technicians used the platform to send automated texts and emails to their customers informing them of the following:

• Appointment times
• Repair details
• Job updates
• Invoices

This streamlined communication process allowed our client's team members to focus on doing what they do best—repairing air conditioners!

Jobber also allowed customers to put in work requests, which was especially important in situations with families during summer months (who wants to be without A/C?).

Customer communication is a game-changer for home service businesses, and Jobber makes it easy.

Client management is the heart of a successful home service business.

That's why we're happy to inform you that Jobber offers extensive client management capabilities that allow your business to stay on top of its most important contacts without any extra work.

You can easily store, organize, and view all your customer data in one place with the following features:

• Customizable contact information fields
• Location search
• Notes and attachments
• Client profiles
• Work history
• Job scheduling

Creating a custom field was as easy as naming it and then selecting from the following field types:

• Text
• Numeric
• True/false
• Area
• Dropdown

Here's how this feature looked during our three months of testing.

We were able to add as many custom fields as we needed, making Jobber perfect for niche businesses that need a lot of customization.

With Jobber's contact management, you can easily update customer information with a few clicks. This ensures your clients always have the right info and you don't miss any important updates.

Let's say you have a client that changes addresses.

Jobber lets you easily click on each contact and add a new property. This makes it easy for your team to manage contact information without guesswork.

Here's how adding a new property looks in action.

As you can see, everything is laid out in a way that's easy to read and navigate (even for beginners).

Take a look at some client data from the cleaning company that we've helped scale using Jobber.

They were big fans of the automatic notifications feature, which allows the following for each client:

• Quote follow-up
• Appointment reminders
• Job follow-up
• Invoice follow-up

With this feature, Jobber makes it easy to keep customers up-to-date and ensure they don't forget their appointments or invoices.

Overall, managing clients is essential to any field service management platform, and Jobber knocks it out of the park, in our opinion!

Quickly creating quotes and automatically following up with clients is essential for home service businesses.

We witnessed this firsthand when we assisted an up-and-coming roofing company in scaling their operations with Jobber.

With Jobber, their team was able to create detailed, professional quotes in no time, and the automatic follow-ups ensured they were constantly connected with their clients.

Check out one of their quotes on a roof replacement project for reference.

This feature allowed for:

• Quick generation of clear and concise quotes
• Auto-generation of follow-ups
• Reduction in manual tracking
• Boost in conversion rates due to timely follow-ups

The roofing company particularly liked how easy it was to customize their quotes, and the automatic follow-up mechanism saved them countless hours previously spent on manual tracking and follow-ups.

This feature of Jobber was instrumental in their growth and customer satisfaction overall.

It's pretty clear that Jobber's quoting and follow-up feature can be the key to turning potential leads into loyal customers.

Expense tracking is an essential part of running any business, and when you're operating in the home service industry, it can be a challenge to keep up with all the expenses incurred in different jobs.

Jobber tackles this problem head-on with its robust expense tracking capabilities.

With Jobber, you can easily track all your expenses within the platform.

You can accomplish the following:

• Create and manage expense records for all your job-related costs
• Categorize expenses for better organization and tracking
• Attach receipts or other relevant documents to each expense
• Monitor your expenses in real-time for better financial management

This feature is designed to help you stay on top of your finances and make it easy to account for all expenses during billing.

When it's time to invoice a client, you can quickly pull up all the expenses related to that job and ensure everything is accounted for.

In another example, we found this feature especially useful for landscaping companies we assisted, who had to deal with a large variety of materials and equipment costs.

Here's the layout of their yearly business expenses (to give you a better idea).

This feature ensured they never missed out on billing for any of these costs.

In sum, Jobber's Expense Tracking feature simplifies financial management for your home service business, making it easy to monitor and account for every cent spent.

Timesheets are a crucial component of business operations, allowing you to track how much time your team spends on each job.

Throughout years of using Jobber (and three months of testing it extensively), we've found Jobber's Timesheet feature is a lifesaver for home service businesses.

It allows you to accurately track and record your team's time on the job, making payroll and billing processes smoother and more efficient.

With Jobber, you can:

• Track individual and team hours on specific jobs
• Compare estimated job times with actual times
• Manage overtime and ensure accurate pay

We found this feature particularly beneficial for a plumbing company we worked with.

Their team was scattered across several cities, and Jobber's timesheets made it easy for them to log hours spent on each job from their mobile devices.

This not only helped with accurate billing but also provided valuable data for improving job estimates in the future.

Overall, Jobber's timesheets tool simplifies time tracking, ensuring accurate pay for your team and correct billing for your clients. 

If you want to enhance your business operations and improve your bottom line, Jobber could be just what you need.

No matter the industry, the ability to accurately measure business performance through reporting and analytics is a critical success factor.

Jobber excels in this area, offering powerful reporting and analytics tools that can help home service businesses make data-driven decisions.

With Jobber, you'll have access to the following:

• Detailed job reports showing profitability by job, team, or overall
• Expense reports for tracking cost trends
• Revenue reports for identifying growth opportunities
• Client reports for understanding customer behavior

These features provide valuable insights that can guide your business strategy and help you optimize your operations.

Here's an example of just how many reports were made available to us during our three months of testing.

Whether it's identifying the most profitable jobs, controlling costs, or understanding clients better, Jobber's reporting and analytics are designed to support your decision-making process and steer your business toward sustained growth.

Its reporting and analytics capabilities are a big reason why we've recommended the FSM platform to so many of our clients at SBB!