What do you like best?
Jobber makes managing clients, invoices, past & previous jobs easy. The user portal is easy to use, understand & interpret. I like that you can take payments directly to the invoice. Invoices can be sent to the customer via text message or email & can be paid directly by the customer or can be manually entered in. Each client has their own portal where they can pull up past & present invoices & download them as pdfs.
What do you dislike?
Their mobile app for in the field is kind of limited. Employees are not able to take payments directly through the app and have to use a mobile browser, go to the website & login. The only other dislike I have is that their service is missing an e-signature. You can have clients on scene sign with their finger on a device, but clients who are not on scene or in the case of a deposit, there is no way for them to sign remotely.
Recommendations to others considering the product:
If you or your company is looking for a sophisticated CRM that is easy to use & offers features that other CRMs are charging absurd amounts for, look no further than Jobber. Jobber is literally the perfect all in one CRM for any sized business. Between client management, invoicing, processing payments, detailed reports & personalized branding, Jobber is the best choice in my opinion.
What problems are you solving with the product? What benefits have you realized?
Jobber simplifies the management of clients. Once a client is stored into the database, they are easily accessible to all of my employees. Invoices can be generated right from within the system & sent directly to the client. Clients can pay or cards can manually entered. Clients have access to their information through an exclusive client hub Jobber offers. Jobber also lets you see when the last time a client has checked their hub, viewed an invoice, opened it or paid it. It has made client organization so much easier.