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.
Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
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.
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
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
Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here
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.
The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability.
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.
