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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
Shark Byte was a concept created by industry consultants and service contractors, Perfectware. This group has more than 50 years of combined experience in the Mechanical Service Industry, both in sales and managerial positions. We recognized the need for a specialized tool to sell to Mechanical Service Contractors. We learned that there is no one solution that will meet all contractors' needs. There are many options, including single tools, add-ons for service management software or customizing commercial CRM packages.
We designed a solution that includes a customer and sales tracking CRM as well as a mobile surveying tool, contract and job estimating tools, and electronic proposal generation. We surveyed contractors throughout the design and programming process to validate Shark Byte tools and methodology, and to create the best Sales Relations Manager in the industry.
API Access
Has API
No
API Access
Has API
Yes
Integrations
CallRail
Yes
Cosential
No
PayPal
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Salesforce
No
Stripe
Yes
XOi
No
Integrations
CallRail
No
Cosential
Yes
PayPal
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Salesforce
Yes
Stripe
No
XOi
Yes
Pricing Details
$149 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
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
SharkByte
Founded
2010
Country
United States
Website
shark-byte.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
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
No
Electronic Signature
Yes
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
No
Time Clock
No
Work Order Management
No
HVAC
Billing & Invoicing
No
Customer Database
Yes
Dispatch Management
No
Inventory Control
No
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
No
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
No
Work Order Management
No
HVAC Estimating
Billing & Invoicing
Yes
Commercial/Industrial
Yes
Cost Database
Yes
Data Import / Export
Yes
Equipment Maintenance
Yes
Financing Management
No
Labor Rates
Yes
Quotes/Proposals
Yes
Scheduling
Yes
Takeoff
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
