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.
X.ai is very well suited for a departmental type use where Amy has access to everyone's calendar. It is a requirement that people keep their calendars up to date and live by them. Otherwise Amy might think that you are free when you have a flight booked or are on vacation. She is extremely good for those times when a prospect agrees to talk to you at a conference. I just send them a quick email, cc Amy and tell her to set up a call, and it magically shows up on my calendar!
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.
x.ai makes it easy to initiate, schedule, and manage meetings with internal and external constituents. Especially in the case of internal constituents, scheduling is almost instantaneous on the team plan because the AI can see the available/busy schedules for anyone in our G Suite domain and schedule meetings based on my preferences and the other person's availability.
The calendar function makes it easy for me to share a limited calendar with others so that they can automatically schedule a meeting with me without having to go back and forth.
The customer service team at x.ai is stellar. They are kind, quick to respond, and typically resolve cases on the first try. They are also incredibly receptive to feedback and new ideas that often get incorporated into the product.
One person mentioned that the zoom link isn't easy to open from the calendar appointment
Some people have been confused by using the names "Amy" or "Andrew", not realizing these are AI bots. So, I now use the "X.ai scheduler" to avoid confusion
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
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.
Heard about Claralabs AI assistant from friends using this service. But I found x.ai to be suited for my requirements. Claralabs is also good but when it comes to pricing and ROI, x.ai is better.
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.
