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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
Effectively oversee your service business and enhance routing capabilities with premier software designed for service enterprises that seamlessly integrates with QuickBooks™. This software is compatible with QuickBooks™, ensuring a straightforward setup and user-friendly experience. It provides a customer portal alongside a variety of robust mobile solutions. With seamless integration into QuickBooks™, you can easily post invoices, track employee hours, manage bills, and more, eliminating the need for double data entry, as it supports classes and sales representatives. You can also enter and complete tasks and work orders, capture before-and-after images of your jobs, and manage customer equipment with features that allow for signature capture and transaction printing or emailing. This specialized software not only enables tracking of customer profitability but also enhances communication among staff and streamlines route management. By optimizing routes based on area, day, and technician, you can view detailed information for each stop, access maps for service calls while traveling, and generate route maps to improve stop order efficiency, ultimately leading to a more organized and productive service operation. Additionally, the software provides analytics to help identify trends and areas for improvement in your business.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
CallRail
Yes
PayPal
Yes
Stripe
Yes
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
CallRail
No
PayPal
No
Stripe
No
Pricing Details
$149 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$49.00/month/user
Free Trial
Yes
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
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)
Yes
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
Westrom Software
Founded
2006
Country
United States
Website
theserviceprogram.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
Cleaning Services
Billing & Invoicing
Yes
Client Management
Yes
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Mobile Access
Yes
Payroll Management
Yes
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
No
Work Order Management
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
Facility Management
Asset Management
Yes
Commercial Properties
Yes
Equipment Management
Yes
Facility Scheduling
No
Incident Management
No
Inspection Management
Yes
Inventory Control
Yes
Maintenance Tracking
Yes
Preventive Maintenance
Yes
Residential Properties
Yes
Room Scheduling
No
Schools
Yes
Space Planning
No
Vendor Management
Yes
Visitor Management
No
Work Order Management
Yes
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
Help Desk
Alerts / Escalation
Yes
Automated Routing
Yes
Community Forums
No
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
No
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
Yes
Live Chat
No
Multi-Channel Communication
Yes
Multiple Brands / Products
Yes
Network Monitoring
Yes
Real-time Chat
Yes
Self Service Portal
Yes
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
HVAC
Billing & Invoicing
No
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
No
Technician Management
No
Work Order Management
No
IT Service
Contract Management
Yes
IT Asset Management
Yes
Incident Management
Yes
Knowledge Management
Yes
Release Management
Yes
Self Service Portal
Yes
Service Catalog
Yes
Service Reporting
Yes
Ticket Management
Yes
Landscape Management
Billing & Invoicing
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Groundskeeping
Yes
Inventory Control
Yes
Irrigation Tracking
Yes
Job Management
Yes
Landscape Design
No
Mobile Access
Yes
Payroll Management
No
Plant Database
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling & Appointments
Yes
Work Order Management
No
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
No
Calibration Management
Yes
Dispatch Management
No
Inventory Control
Yes
Inventory Management
Yes
Key & Lock Management
Yes
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
Pest Control
Billing & Invoicing
Yes
Customer Service History
Yes
Dispatch Management
Yes
Fleet Management
Yes
Inventory Control
Yes
Mobile Access
No
Pest Activity Tracking
Yes
Pesticide Usage Tracking
Yes
Property Layouts
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order 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
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Towing
Billing & Invoicing
Yes
Client Management
Yes
Commission Management
Yes
Fleet Management
Yes
Fuel Management
Yes
Lot Management
No
Maintenance Management
Yes
Routing
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
Transportation Dispatch
Billing & Invoicing
Yes
Computer Aided Dispatch
No
Customer Database
Yes
Emergency Dispatch
No
Fuel Management
No
Mileage Tracking
No
Order Management
No
Routing
Yes
Scheduling
Yes
Vehicle Tracking
Yes
