Jobi is a field services software that provides service professionals with a platform to manage their business through a cloud-based desktop site and a mobile app. Jobi offers call tracking, dispatch, prices estimating, invoices, GPS mapping and sales metrics. A sales dashboard tracks revenue using visual analytics tools.
Users can see service requests in real time through the administrator dashboard, calls or emails. Dispatch and scheduling can also be managed using Jobi, and GPS tracking lets users see where technicians are while tracking their progress. A sales dashboard tracks revenue using visual analytics tools.
Quickbooks integration lets users import and export data to accounting software. Users can also generate invoices, set prices and accept payments with PayPal, Strip, Authorize and more. Price setting and customization features allow users to establish a price book or import current flat rate pricing.
Support is provided online, and pricing is per user per month.
Tom from A Custom Heating and Air Conditioning Inc.
Employees number: 2-10 employees
When I get it up and running keeping track of our sales, customer history, and being able to be paperless. We are a HVAC residential company
I like that it gives options and is fairly easy So far. The price for a smaller company is on point.
Im having a hard time getting help with what the customer will see. I have had the same issue all year. I get told someone will look into it and get back to me, sometimes yes but often no. I also have the same issue. A itemized invoice. I was emailing with our rep 1st week of May and he said what I am getting isn't a invoice. I then had to go out of town and am going to see if I can get him on the phone to straighten it out. When I email the invoice from the home owner app it says invoice and is itemized. It VERY WELL MABE ME, as I am not a computer genius, but I would have thought someone could have helped me out by now. Once I know what the customer see's I can get into deposits and other questions. I have not been able to use it in the field. It is easy but a video system would be helpful. Also a marketing part to it down the road would be great.
Robert from Roto Rooter
saves me from having to use paper and phone all day
super easy to use and icons are most common tasks. I like that it has flat rate book built in and I also imported my own price book though the admin that comes with it. Also like that I can monitor all my sales in real time on the dashboard and break it down by technician, goals, actual sales.
Jane from Hudson HVAC
I purchased Jobi after struggling to learn the Service Titan software...Jobi may not have all the same features but it has what I need to run my business and it is way easier and way cheaper.
Frank from Franks Plumbing
Love this app...easy to make sales options for clients and it's hooked to an awesome admin panel where I can see my sales stats and control all my pricing easily...thumbs up!