Jobber Software

Zoho

I was just in checking it out yesterday and it has been totally revamped. Much more like the App versions we use on our phones. It will take a while to say what the new versions strengths or weaknesses are.

For us Zoho had the most robust and customizable templates and the ability for multiple tax scenarios.

Jobber of course has that additional step of scheduling.
 
I would be curious to read your thoughts and feedback on Zoho. They are primarily a CRM but would be curious to see what kind of things they do that we could possibly work on to build into Jobber.

-Landen
 
Just a quick update on our use of Jobber.

First, it has definitely been a game changer for me. Organization is something I'm great at putting together but not in actually using. Jobber has made organization for me much, much easier.

Am still having growing pains and learning curve issues but by-and-large this is a pretty robust set up.

As mentioned several times above, though, additional customization of templates and forms is not simply nice-to-have, rather are must-have. The crew at Jobber has been very responsive and open to all of our suggestions, some of which we have seen come through with others still being considered. I guess the best way to put it is as we make suggestions the Jobber team actually gives them consideration and seems eager to incorporate them into their product.

We're only in our third month of the subscription but have already decided on renewing for a second year.

Overall, I'd give the program a B+ but expect that to become an a+ rather quickly as I learn more how to use it and the Jobber team adds features and polishes others.
 
i love jobber but my PHC coordinator and I have come up with a list of improvements,

1. We need the ability to organize sales items. It has no search ability by typing in say "PHC(trunk injections). This would make renewals so much easier.
2. A renewals option for invoices would be great to auto generate renewals at the end of the year.
2. I have two sales guys and all of the other sales guys correspondence comes back to me. There needs to be a user function that allows sales tracking and their email to be integrated into the outgoing estimates.
3. I would like there to be a categorization of sales items. Major categories for me are, General Tree Care, Plant Health Care, Soil Remediation, Consulting, Planting
4. A note system similar to evernote or IOS notes that can be used from a tablet in the field and the files would be stored with that particular client.
5. Client grouping would help the route optimization feature. If we could group clients for PHC and Lawn care routes and then enter them into the route optimization program that would be way better.
 
Hey guys, sorry I missed the last couple posts. My email notification settings got changed.

Thank you rfwoodvt! Glad to read that Jobber has helped and made organization easier. Hopefully that means more days spent on the golf course instead of the in office for you.
Jobber is and will be an ongoing passion project for all of us here. As a type the product team is having a room next to me. The template customization was our first step, and if you guys have further feedback you know we will listen and consider it.

Michael, I was reading through your list and those are all things that we are talking about right now. Contract renewals are a big thing for sure as well as better organization for sales purposes.
Some more customization for notes has been done lately where you can now include links in them. The note system you talked about will be much better once the iOS app is finished. Team crews is an important feature for us and your idea for client grouping is also very interesting so I will pass that along.

I have been beta testing our iOS app and right now our dev is checking out having it have offline capability. There are some cool things coming your way soon.

-Landen
 
No, but I did just see another company that had them and now I want some for Jobber.

We are getting a new batch of t-shirts and other gear for the trade show season, so I will see if we can maybe get some beer coozies made up.

-Landen
 
so one other request. It would be awesome for the clients to have a log in that they can look at quotes and accept them. Also this portal could have articles and other documents of interest.

when do you anticipate the IOS app?

and more beer coozies please.
 
hahaha candoms, thats awesome. Is it coozie or koozie? I don't know. I did ask for them but the minimum order was 300 so I am not sure if we are getting them are not. We probably will though and I will start giving them out like crazy.

Michael, the client portal is a huge feature that we would love to have. Forrest, Sam and the product team went over our roadmap the other day and prioritized everything. I can tell you that mobile apps, per visit line items and client portal are all up there. I don't know the exact timeframe that has been estimated for that yet.

iOS app is in beta right now. For the last few weeks we have been playing with it and we also have been showing it to a bunch of local Apple stores. Right now offline functionality is being worked on, a whole new calendar for mobile and a few other kinks are being worked out. I believe in the next couple weeks we are going to open it up to a more public beta. The Android app is currently being used by a bunch of our users so both are getting closer to release. Once we have the next beta version that we will open up for testing I will get in contact with you guys right away.

-Landen
 
Hey guys, we have had a ton of blog posts in the last month and hopefully some of them you guys checked out. Still trying to find what we can write about that you guys would find most valuable.

Just wanted to post about a recent update post: https://blog.getjobber.com/2014/06/june-updates/
One new update is syncing of approved timesheets with QuickBooks online.

We also are going to keep a weekly changelog of everything that get fixed/updated that week. https://learn.getjobber.com/hc/en-us/categories/200183640-Jobber-Changelog

On the mobile side of things, the Android app is out as kind of a public beta while we continually work on it. I have seen some screenshots of the calendar and its looking really nice.

-Landen
 
1. We need the ability to organize sales items. It has no search ability by typing in say "PHC(trunk injections). This would make renewals so much easier.
2. A renewals option for invoices would be great to auto generate renewals at the end of the year.
2. I have two sales guys and all of the other sales guys correspondence comes back to me. There needs to be a user function that allows sales tracking and their email to be integrated into the outgoing estimates.
3. I would like there to be a categorization of sales items. Major categories for me are, General Tree Care, Plant Health Care, Soil Remediation, Consulting, Planting
4. A note system similar to evernote or IOS notes that can be used from a tablet in the field and the files would be stored with that particular client.
5. Client grouping would help the route optimization feature. If we could group clients for PHC and Lawn care routes and then enter them into the route optimization program that would be way better.


When is this going to happen?
 
#'s 1 and 3 above would help me make the decision to switch.

My other big beef is the inability to access my contact/client list through jobber. I have spoken with techs and other users, and I understand that I can import/export contacts, but that process is cumbersome and time consuming, and IMO needless. Far inferior apps have the ability to access contact list/address book/client list while building an estimate... Why not jobber?

I want my info to go into my contact list as a primary entry, and be accessed from there, not the other way around. Thoughts?

-Tom
 
Landen- I recently tried jobber as well. I liked a lot of what I saw. But the points that Mike and Tom make are totally game changers for me. We are using Arborgold currently. While it has more functionality it is far more cumbersome to use and has its own problems. How much would it cost to have above items Tom and Mike mentioned customized for us?
 
Renewals for invoices and contracts are planned for this fall.

Reporting for sales items and categories is also planned, although I don't know when it is scheduled for. I don't know how deep we will go into that sort of stuff just yet, since we don't have the ability to create Salesforce or complete sales automation inside of Jobber.

Categorization and packages are something we did have for some time, but it was not implemented the way we wanted it to be. That part will be re-done and re-released.

Client grouping and creation of crews is on the roadmap for one of our next few developer hires. I believe one of them will be put on working on that when they get started.

Timeframes will always change since we never know what fire we might have to put out everyday, but we are always looking for more developers to add to the team.

Tom, that might be something that we are working into our native mobile apps. I will check in with our mobile guy and see if that is something that is planned.

Thanks for checking us out djm. We want to see all those features added to Jobber just as much as everyone else. We don't do any per user customization. If we can build it for 1 person then everyone else might as well be able to use it and not have to pay massive amounts for it.

-Landen
 
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