How To Effectively Organize Your Service Business

Are you running a service business and are struggling with your daily tasks? Are you spending too much of your precious time on administrative tasks and still writing your invoices in Word instead of concentrating on more important tasks such as customer acquisition? Well, look no further! Meet Jobber.

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Jobber

Catering to the needs of small businesses, Jobber was voted #1 in the most popular and affordable field service scheduling tools. Since their launch, companies using Jobber have been servicing more than 10 million people in over 43 countries, providing over $6 billion in services to their customers each year and counting. The software comes with loads of powerful features including scheduling, online invoicing and payments. It is a one-stop shop that helps companies become more efficient and really look more professional.

But let’s have a look at three features that can help you organise your business and make your tasks more manageable.

Quote Management

Jobber’s quote management feature allows you to create, send and track professional, customizable quotes. You can even edit, create and send quotes right from the Jobber app on your phone when a customer requests an updated quote while on the job.

You can easily add your company branding and include important details such as discounts, required deposits and contract terms.

Scheduling & Dispatching

When you discuss a new order with a customer, you no longer have to flip through the calendar to find a free time slot. The scheduling feature allows you to quickly see when you can plan new work. This is also helpful for plumbing and HVAC businesses for instance if you need to send the closest team member to an emergency job. Your team can use the Jobber app on the phone or on a tablet to view the latest schedules and job details.

Once your team is assigned, multiple calendar views ensure efficiency and provide a clear view of availability for multiple team members to avoid customer frustration because of double bookings for instance.

Customer Management (CRM)

With the built-in CRM, you can keep all things customers and orders in one single place. You can easily view past quotes, orders, visits, and invoices as well as a complete billing history of each client.

Do you have a note about a customer that could be useful for future orders? Do you have a similar enquiry that needs a quote? Just do a search for the customer to get all the information you need.

This sounds too good to be true, right? Go to Jobber and start your free trial today!

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