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Description
Coordinate service appointments and allocate opportunities efficiently. Monitor field technicians using GPS technology for accurate tracking. Analyze technician sales performance and establish sales targets through a dynamic, real-time dashboard. Utilize GPS navigation to determine the quickest routes to your scheduled appointments. With just one click, offer premium, mid-range, and budget-friendly options that have been shown to enhance sales performance. The app facilitates credit card scanning, signature capturing, and invoice generation, eliminating the need for physical paperwork. Seamlessly import and export data to QuickBooks to ensure all financial transactions are synchronized. Obtain a personalized homeowners app, branded with your company logo, to enhance customer engagement. Clients can conveniently access information about service plans, warranties, and their service history directly from their mobile devices. Foster strong relationships and guarantee customer satisfaction through consistent communication. Effortlessly analyze purchasing patterns using the live results dashboard. As a contractor, the Jobi homeowners app is tailored specifically for your business, helping maintain contact with your clientele while providing them with essential tools for managing their services and maintenance schedules effectively. This innovative app not only streamlines your operations but also elevates the customer experience to new heights.
Description
Technisoft's premier offering, Service Manager, is recognized as a Sage Endorsed Solution and has garnered several accolades, including multiple "Sage Accpac Product of the Year" awards. As a Sage Endorsed Development Partner, Technisoft has been delivering software solutions for Service and Maintenance for over 28 years. With Service Manager, businesses can efficiently oversee their resources, products, and services. The software enables users to access vital data both locally and remotely through mobile or web platforms, leading to significant time savings, reduced costs, enhanced profitability tracking, increased efficiency, and ultimately, elevated customer satisfaction. Fully integrated with the Sage 300 accounting suite, Service Manager ensures seamless accountability from a unified location. Technisoft also offers award-winning software solutions tailored for field service management, contracting, job costing, preventative maintenance, and general equipment servicing, making it a versatile choice for various industries. Their commitment to innovation and excellence ensures that clients can navigate complex operational challenges with ease.
API Access
Has API
No
API Access
Has API
No
Integrations
CallRail
Yes
PayPal
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Stripe
Yes
Integrations
CallRail
No
PayPal
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Stripe
No
Pricing Details
$149 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$3295.00/one-time
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Jobi
Founded
2017
Country
United States
Website
www.jobi.pro/
Vendor Details
Company Name
TechniSoft
Founded
1987
Country
Australia
Website
www.technisoft.com
Product Features
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
No
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Fleet Management
Dispatch Management
No
Employee Management
Yes
Fuel Management
No
GPS Tracking
Yes
Incident Reporting
Yes
Inspection Management
No
Inventory Management
No
Maintenance Management
Yes
Mileage Tracking
No
Motor Pool
No
Routing
No
Tire Management
No
VIN Lookup
Yes
Work Order Management
No
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Maintenance Scheduling
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
No
Automated Scheduling
No
Calendar Management
No
Class Scheduling
No
Employee Scheduling
No
Facility Scheduling
No
Group Scheduling
No
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
No
Online Scheduling
No
Payment Processing
No
Real-time Scheduling
Yes
Reservations
No
Resource Scheduling
No
Room Booking Management
Yes
Service Dispatch
Billing & Invoicing
No
Call Center Management
No
Contract Management
No
Customer Database
No
Inventory Control
No
Job Management
No
Job Tracking
No
Mobile Access
No
Routing
No
Scheduling
No
Self Service Portal
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
Yes
Tax Calculator
Yes
Employee Scheduling
Appointment Management
Yes
Automated Scheduling
No
Calendar Management
Yes
Employee Database
Yes
Group Scheduling
Yes
Messaging
Yes
Mobile Access
Yes
Payroll Management
Yes
Reporting/Analytics
Yes
Resource Management
Yes
Schedule Distribution
Yes
Scheduling
Yes
Shift Scheduling
No
Shift Swapping
Yes
Time Clock
Yes
Time Tracking
Yes
Vacation / Leave Tracking
Yes
Equipment Maintenance
Customer Database
Yes
Dispatch Management
Yes
Equipment Tracking
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Warranty Tracking
Yes
Work Order Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
Yes
Calibration Management
No
Dispatch Management
Yes
Inventory Control
Yes
Inventory Management
Yes
Key & Lock Management
No
Mobile Access
Yes
Planning Calendar
Yes
Predictive Maintenance
Yes
Preventive Maintenance
Yes
Purchasing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
No
Calendar Management
Yes
Class Scheduling
No
Employee Scheduling
Yes
Facility Scheduling
Yes
Group Scheduling
Yes
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
No
Online Scheduling
No
Payment Processing
No
Real-time Scheduling
Yes
Reservations
No
Resource Scheduling
Yes
Room Booking Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
Yes
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
No
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
