How Jobber Improves Trades Business Performance

construction worker on scaffolding

Using Jobber and other digital tech created for trades business owners will help you increase productivity, efficiency, and profit.

Built for trades service-oriented businesses, Jobber will help you streamline your financial processes and reduce time spent on repetitive administrative tasks by automating workflows.

Provide quotes, issue invoices, and accept payments on the spot, significantly improving efficiency. Jobber will also help improve your close ratio and profit, and manage service call dispatching and work orders.

Jobber helps business owners and teams manage scheduling, billing, client requests, and reporting – all cloud-based and accessible wherever you are.

Increase Cash Flow and Reduce Paperwork with Jobber

Jobber integrates scheduling, quotes, invoices and customer payments all within one system ,which means no more manual paperwork. It provides real time access at your fingertips so that you can invoice as soon as the job is done and accept payments in the field.

Jobber Payments helps make it easy for your customers to pay you by handling multiple forms of payment including debit, credit, ePayments, and even good old-fashioned cheques. You can also email invoices with “Pay Now” buttons which is much more efficient than traditional paper-based invoicing. The easier you make it to pay, the more likely your customers are to do so quickly. By streamlining your invoicing process, you aren’t getting in the way of what your customers want to do – pay you on time for a job well done.

Jobber’s Customer Relationship Management (CRM)

Jobber’s CRM is a powerful customer management tool that features automated client reminders, professional looking invoices and a full client billing history.

It keeps track of all of your customer contact information with the added flexibility for users to create custom fields, tags, attach files, and more.

Your field team can also send a quick message using SMS Arrival Notifications to let your customers know you’re on the way or if you are running behind.

Increase Team Efficiency with Jobber

Jobber is designed to enhance the connection and communication between management and the field team to ensure information is organized and service delivery is more efficient. No matter how well you plan, it’s inevitable that clients are going to reschedule, crews might be running late from their last job, or work might need to be reassigned last minute.

With Jobber, you can send up-to-the minute schedule change alerts to make sure your team is in the loop no matter what the day has in store. Jobber’s scheduling grid and map view also ensures that your teams are fully allocated and routed efficiently.

Jobber and Quickbooks Online Integration

Jobber integrates directly with QuickBooks Online (QBO) eliminating the need for using two separate systems to keep track of your business. Let Jobber do what it’s really good at – managing the details, scheduling, and keeping your team as efficient as possible. The financial information is synced directly into QBO which makes the bookkeeping process faster, more accurate, and less painful!

Jobber Success Stories

Jobber is as convenient for your customers as it is for you, and you can make that you competitive advantage.

We spoke to an HVAC business owner that has been delighted with Jobber for four key reasons:

  1. Jobber allows a service business to stay on top of service call dispatching, invoicing, and payment collection as it allows for an easy transition from quote to job to invoice and client payment directly through the app.
  2. Jobber helps to find more business by automating your marketing as they sync with the Mailchimp app for email marketing campaigns, social ads, and more.
  3. Jobber automates the quote follow up process by sending automatic emails or texts to check in with outstanding quotes, improving your close ratio and keeping your team busy.
  4. Jobber also allows all team members to see complete customer history such as past work including pictures and notes which ensures your team provides better service to your customers.


To give you another example of the power of Jobber, we integrated it into one of our client’s systems and saw an improvement to their gross margin of 4% that same year. Technicians were more productive with the support of Jobber’s scheduling capabilities, which added over $120,000 to their bottom line, all attributable to their use of Jobber.

They also:

  • Increased their quote closing rate from 22% to 50% without hiring sales staff
  • Added 1.75 billable hours per work day by decreasing downtime between jobs

Canadian Digital Adoption Program Boost Your Business Technology Grant

Benefit from the Canadian Digital Adoption Program available – a subsidy offering businesses 90% of the cost up to $15,000 for developing a digital roadmap and transformation strategy with the help of a digital advisor. Approval for this subsidy is easy to obtain and KWB has already been approved under the program to provide services such as planning, strategy development, and road mapping that can be paid for out of this subsidy.

Get Started with Jobber

We help our clients implement tools and processes that simplify your accounting, improve business performance, and help you reach your goals. To become a KWB client and receive support with implementing Jobber and other tech, book an introductory meeting here:

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