Likelihood to Recommend If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished. This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.
Read full review Jobber - Field Service Software
When you have a lot of techs out in the field, Jobber helps to keep track of who is assigned to which job. This lessens the likelihood of miscommunication or having jobs "fall through the cracks." Techs do not need to physically come to the office for their assignments each day which saves time and money since they can access their Jobber assignments through their phones.
Read full review Pros Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore! The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too! Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance. Read full review Jobber - Field Service Software
The recurring job feature was key to our decision in selecting Jobber. There's a lot of flexibility in how you schedule recurring work. I especially like that you can select the frequency (weekly, monthly) coupled with either a specific date or day of the week/month. Client email reminders help our clients know when we're coming and provide an important point of contact. Customizing the email was easy. Client overview. It's extremely helpful to be able to view a client's record and see the upcoming visits along with the completed work. Read full review Cons the task list feature is very basic the UI is a little clunky more integrations with other software such as Clickup Read full review Jobber - Field Service Software
Pricey. They should consider some more affordable options. Design. As we ramped up our visual identity we were looking for a more modern design. To include visible discounting options on quotes, for example. Read full review Likelihood to Renew There are some similar programs out there that are offering ambassador accounts.
Read full review Jobber - Field Service Software
I am anxious to replace it but there will be effort to learn and switch.
Read full review Usability There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
Read full review Jobber - Field Service Software
It is usable in multiple settings, but in my opinion preferably for small to medium-sized organizations. It covers the process as a whole and can be used in any segment (from creating a quote to client communication). The mobile app is very usable, intuitive, and especially useful for people working in the field
Read full review Support Rating The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes
Read full review Jobber - Field Service Software
There is hardly an app that covers it all while staying simple and wrapping up the process. From the filing of the request, everything goes smoothly following a natural progression. Reports are insightful, give you an instant overview and easy to understand. In addition, you can easily track any information from those on clients to expense tracking.
Read full review Alternatives Considered Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code.
HoneyBook is not available for people outside USA & Canada. I haven’t used
17hats for a very long time but the user interface is pretty much the same
Read full review Jobber - Field Service Software
Jobber was the best for us by offering the right amount of professional features while not being overwhelming for a small company to use.
Read full review Return on Investment Clients are excited to hire me because my onboarding process is so professional Easy of use makes collecting payment from clients easy Streamlined process allows me to charge more for my services Read full review Jobber - Field Service Software
This has helped us keep costs down by routing our jobs more efficiently. Specifically, it saves tons of time in routing the jobs, but also saves time/fuel for our drivers. Read full review ScreenShots