Jobber Improves our Quote to Booked Job Conversion Rate with their Options feature
Use Cases and Deployment Scope
We are a residential home cleaning service. We use Jobber to manage quotes, scheduling clients, manage team scheduling, and invoicing for services. We use reporting data to monitor our business growth/health, identify trends and create projections that help us chart our course ahead.
Pros
- Quotes/Estimates - this is the major winner for us and an area where we haven't found worthy competition. The features we rely on the most are include the "options" feature (reducing back and forth with clients and allowing them to make a decision as soon as they open the quote) and automatic deposit collection. These features help us to have, for our industry, a high conversion rate with the way we utilize them.
- Client reminder emails/texts - consistent, reliable, no text limits
- Visual Interface - we appreciate the modern looking interface.
Cons
- 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.
Return on Investment
- Conversion rates of quotes given is up
- As a very small business - the automatic reminders for cleaning services are KEY to customer retention and a consistent, professional appearance - immeasurable
- Two-way texting - providing a seamless way for clients to communicate needs and reply to reminders improves customer services and builds retention
Usability
Alternatives Considered
HouseCall Pro, QuickBooks Commerce, MaidCentral, The Customer Factor, HoneyBook and Workiz
Other Software Used
Connecteam, QuickBooks Online, Applause, Google Drive
