Cel Phone Quoting Apps or Program Suggestions

NWPEZ

New member
Location
Oregon Coast
Hey, I generally do all my quotes through a pdf template I’ve used for years. Even though I’ve been doing it for years and years I find it best to take a moment and write it up instead of shouting it out to the client on site. That said, I’d like to save some wasted computer hours in the evening especially on easy quick quotes. Any suggestions on a good app or software for quick yet professional quotes you can compose, email, and or text from your phone quickly?

Cheers
 
Jobber.

I hesitated because of th cost, but others here and elsewhere suggested it, and it saves a ton of time.

I think I can give you a code to get a free trial month and I'll get a free month if you decide to subscribe...so a little bit self serving offer there. But I still recommend it even if you don't do that bit.
 
Jobber.

I hesitated because of th cost, but others here and elsewhere suggested it, and it saves a ton of time.

I think I can give you a code to get a free trial month and I'll get a free month if you decide to subscribe...so a little bit self serving offer there. But I still recommend it even if you don't do that bit.
I always thought Jobber was like home advisor? More of a productivity app? What kind of cost are we talking?
 
Home Advisor is a lead providing company. You pay Home Advisor and when a client goes to them looking for a contractor you pay HA to get their information and contact them and maybe get to bid the job if the client returns your phone call.

Jobber is a client/job management software. I visit a client. Enter them in Jobber. Send them a quote through Jobber. They can approve it it Jobber. I convert to a job, schedule a date, complete the job (looking at details I recorded in Jobber - or my crew can look at job details). Then I mark it as complete and generate an invoice...either email, text, or if they want a paper copy I'll email to myself, print when I'm at home then mail it. Client can pay through Jobber Payments (they take a card processing fee) or mail me a check (of give a check/cash/card on site).

I then can pull up jobs for the month for sales.tax reporting much easier than I did before. End of year gross income is a snap to pull (or any other stats you want as you go alone).

Even when I give a verbal quote and they accept on the spot, I just add it as a new job. It lists everything on my to-do list.

So, yes, I guess it is a productivity app. But not like Home Advisor. Competing software would be like Arborgold (the historical standby, which doesn't seem to get great reviews but is still used by companies who are used to it), Single Ops (I didn't choose because it seems a better set up for bigger companies), Arbor note, etc... do a search here for "Jobber" - several threads.

Starts at $70/month.
 
Home Advisor is a lead providing company. You pay Home Advisor and when a client goes to them looking for a contractor you pay HA to get their information and contact them and maybe get to bid the job if the client returns your phone call.

Jobber is a client/job management software. I visit a client. Enter them in Jobber. Send them a quote through Jobber. They can approve it it Jobber. I convert to a job, schedule a date, complete the job (looking at details I recorded in Jobber - or my crew can look at job details). Then I mark it as complete and generate an invoice...either email, text, or if they want a paper copy I'll email to myself, print when I'm at home then mail it. Client can pay through Jobber Payments (they take a card processing fee) or mail me a check (of give a check/cash/card on site).

I then can pull up jobs for the month for sales.tax reporting much easier than I did before. End of year gross income is a snap to pull (or any other stats you want as you go alone).

Even when I give a verbal quote and they accept on the spot, I just add it as a new job. It lists everything on my to-do list.

So, yes, I guess it is a productivity app. But not like Home Advisor. Competing software would be like Arborgold (the historical standby, which doesn't seem to get great reviews but is still used by companies who are used to it), Single Ops (I didn't choose because it seems a better set up for bigger companies), Arbor note, etc... do a search here for "Jobber" - several threads.

Starts at $70/month.
Copy that, thanks for all the intel! If I decide to got that route I’ll hit you up so maybe we can all benefit from the purchase code etc.

I can do pretty much all of that with QuickBooks for $20/mth
I should get more into the quick books just haven’t ever used it much.

I have a 2-3 man crew and myself so I’m not organizing multiple trucks. Hard to justify spending more than $50 a month to make
my quoting and invoicing simpler. Which is all I really want to do. That being said as we all know time is money.
 
  • Like
Reactions: ATH
Ju
Jobber.

I hesitated because of th cost, but others here and elsewhere suggested it, and it saves a ton of time.

I think I can give you a code to get a free trial month and I'll get a free month if you decide to subscribe...so a little bit self serving offer there. But I still recommend it even if you don't do that bit.
Just subscribed. Looks neat and efficient.
 
Referral here:

You can get 3 months if you enroll (so will I ;) )
Used your link, hope it comes trough on your side. Just starting to f around with it but damn it seems pretty sexy! Could be just what I was looking for. Thanks for the heads up.
 
Got a note that you used the referral... thanks!

They are really good with support if you have any questions. There are a lot of videos they have too. Sometimes I couldn't find what I was looking for and support would send a video link - I just didn't know the right word to use in search. But feel free to ask here too...there are several members using it so hopefully we can get you answers too.

It's not perfect but so far there is nothing I haven't been able to work around.
 
We've been trying to find something that is actually compatible with QB but more effective for estimates. I've not found one. We tried ArboStar and my books got so messed up from their so called "seamless transfer" that it's taken two months to get my accounts to where they'd reconciled. Following this to see what's out there.

Note- we're getting better at using Google Workspace as a CRM, it takes a lot to learn it and make it work though. QB is really powerful but to really make it work takes time. There's the QBO ProadvisorAdvisor program you can take for free that helps take the blinders off to the possibilities of QuickBooks.
 
We use Jobber for everything. Our accountant loves it, our clients love it, and our crew loves it. I don’t even think about the cost because EVERYTHING is organized and in one place. All my customer info, customer communication, timesheets for my crew, and it easily connects with the calendar app on my phone and Quickbooks for my accountant.
Does it port past info from QB without the headache of manually adding things?
 
Seems odd an export can hurt your QB data?

I don't use QB, but can't you export data into a spreadsheet but otherwise leave all of the data untouched? Keep double books for a while...
So, the export didn't hurt it. But connecting everything did. It doubled some accounts, mislabeled previous data (essentially overwriting old QB stuff as they were linked), and then didn't property bring estimates in Arbostar to QuickBooks.
 

New threads New posts

Kask Stihl NORTHEASTERN Arborists Wesspur TreeStuff.com Teufelberger Westminster X-Rigging Teufelberger
Back
Top Bottom