IFS Field Service Management (formerly Metrix) is the field service management application from Industrial and Financial Systems (IFS). It is built around features such as a contact center, dynamic scheduling, and service contract management.
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Jobber
Score 7.8 out of 10
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Jobber is field service management software from the company of the same name in Edmonton, Alberta.
IFS Field Service Management is well suited for ad-hoc reporting and querying of your dataset(s). It also is great for inventory management, processing orders, and handling EDI transaction sets to third party partners and suppliers.
The cost of Jobber is not suitable for a startup - even our company size is hard pressed to squeeze in other areas of business to afford the cost. Zenmaid or other maid-forward services may be better suited since Jobber seems to focus it's offerings on one-off as opposed to recurring services like ours. For business who do in-person estimates like ours, the streamlined estimate feature which causes increased conversion rates makes it worth the cost - as we anecdotally gain more business this way. However, if we switch to an online booking / instant booking model as opposed to in-person estimates, we may not require this feature. Zenmaid has a "gamified" residential booking page that was extremely high converting for us - we received sometimes 30+ inquiries per day due to the ease of use - MANY more completed inquiries than we receive now - but they didn't have a quoting and deposit collection tool - so here we are. If we used their instant booking feature we would have stayed due to the scheduling tool, gap finder, prevention of double booking employees, and cleaning service focus, as well as significantly reduced pricing.
Order Placement - IFS makes placing orders quite easy. From the simple interface down to selecting inventory, the experience is simple and clean
Reporting - Querying database records is straightforward and easy to do. Queries can then be drilled down to individual records or exported to excel for further manipulation and analysis.
Customer Creation - Creating new customers and managing and maintaining existing records is a simple and easily repeatable exercise
The recurring job feature was key to our decision in selecting Jobber. There's a lot of flexibility in how you schedule recurring work. I especially like that you can select the frequency (weekly, monthly) coupled with either a specific date or day of the week/month.
Client email reminders help our clients know when we're coming and provide an important point of contact. Customizing the email was easy.
Client overview. It's extremely helpful to be able to view a client's record and see the upcoming visits along with the completed work.
Field Customization - Adding fields or inputs to particular entities is not very easy. In a world of point and click development, IFS is behind the curve
Order Automation - for bulk order placement it would be nice to have an easy mechanism to upload orders via an Excel or csv template. We've written some custom programs to perform this, but a more user friendly, "out of box" solution would be welcomed.
When I open Jobber for daily use, we frequently need to clear advertisements - specifically regarding referring Jobber to others. If it were related to product updates, it may be more relevant, but consistent referral promotions or online web-events are not what I want to clear when I just want to get to work in my expensive crm software
Reports are frustratingly bulky and inconsistently formatted - the report generator doesn't include all reports, most notably missing is timesheets. An extra step to view the list of available reports was recently added after additions to paid, optional service offerings were placed higher on the menu, requiring scrolling to reach the reports.
A web developer was hired by us to streamline some of our necessary reports into a calculation / report upload tool. Further changes were made to the actual reports on Jobber's end that were (very minorly helpful for us and not worth the cost or the effort put into the upgrade that I could tell, in the fact that) we have to pay the developer to rework our calculation tool due to simple changes in the order of the columns
Scheduling - we were optimistic about the beta schedule but the absence of dispatch view is a glaring gap. Additional page realestate is used in the beta mode that makes less of the schedule visible. Changes were made to "complete" job's next steps that add work for us.
Jobber is an easy-to-use and friendly software designed for efficiency. Its interface is well-organized, ensuring that each section is intuitive and accessible. Users can navigate smoothly through tasks, making project management simpler. Overall, Jobber enhances productivity and streamlines operations, making it a valuable tool for various projects.
There is hardly an app that covers it all while staying simple and wrapping up the process. From the filing of the request, everything goes smoothly following a natural progression. Reports are insightful, give you an instant overview and easy to understand. In addition, you can easily track any information from those on clients to expense tracking.
More expensive than Jobber and more complicated. Pretty much does the same tasks. I canceled after 2 days of HouseCall Pro and continued using Jobber. Jobber makes my life simple and I need that while running a busy cleaning company
Positive - streamlined order processing has allowed our business to scale without requiring additional bodies for that specific need.
Positive - Reporting has allowed valuable insight into historic business trends which has allowed us to be proactive instead of reactive in many areas.
Negative - Customizations have proved costly and cumbersome when upgrading to the next version of the software.
