JobCloser

JobCloser is a field service management software designed by JobCloser by ThreadKore and RIIPL to assist organizations of all sizes in efficiently managing their day-to-day operations. According to the vendor, JobCloser offers a range of tools for job costing, CRM, document management, digital signatures, automatic reminders, online payments, route optimization, scheduling, equipment management, expensing, and more.

Key Features

Job Costing & Actuals: According to the vendor, JobCloser allows users to track estimated profits versus actual profits based on actuals, providing real-time margin calculations through detailed and aggregate reports.

CRM: JobCloser offers features to manage customer relationships, track satisfaction, communicate with customers, share photos, record notes, view customer history, and track marketing campaigns, as per the vendor's claims.

Document Management: The vendor states that JobCloser provides effortless organization and sharing of documents, allowing users to send documents via email, combine PDFs, and quickly search for documents with a quick search feature.

Digital Signatures: JobCloser enables users to collect digital signatures for documents and forms, customize forms with contingent questions and notifications based on responses, and utilize a WYSIWYG editor for form building, as claimed by the vendor.

Automatic Reminders: According to the vendor, JobCloser offers the ability to set up automatic reminders for appointments, invoices, and more, improving customer relationships and cash flow through automated communication.

Online Payments: JobCloser allows users to accept credit card and ACH payments, customize the customer's bill pay experience with convenience fees and tips, and integrate with payment processors like Stripe, Braintree, Paya, and Fortis, according to the vendor.

Route Optimization: The vendor claims that JobCloser optimizes daily routes for field service providers, minimizing travel time and maximizing efficiency, thereby improving scheduling and reducing guesswork in planning the day.

Scheduling: JobCloser offers drag and drop scheduling for one-time and recurring jobs, calendar views of schedules, the ability to print out daily routes, manage crew schedules, and view job photos and notes, as per the vendor's claims.

Equipment Management: According to the vendor, JobCloser allows users to manage company assets, parts, and equipment in one place, check-in and check-out assets, schedule maintenance tasks, track equipment via GPS, and manage maintenance logs.

Expensing: JobCloser provides users with full visibility and oversight of expenses, the ability to spot trends, track daily spending by vendor and category, and analyze and forecast monthly and annual revenue using reports and metrics, as claimed by the vendor.