4 Reasons Why Your HVAC Business Needs Jobber

Written by Heather Bowie, CPA, CA on Nov. 17, 2020

At KWB, we are passionate about QuickBooks Online (QBO) and the apps that integrate with it.  We are equally passionate about treating you as a business partner by sharing valuable information, advice, and technology

If you own an HVAC business, we know from experience that QBO and the Jobber app will help you streamline your financial processes and reduce time spent on repetitive administrative tasks. As a service business owner, you are the ultimate multi-tasker and you need software that can multi-task as well.

KWB will make a real impact on your business. By setting you up with the Jobber app, you can quote, invoice, and receive payments from a single platform. As well, you can prompt to send quotes to mobile numbers, which results in 2x the close rate in half the time. A process that would usually take a few days can now be streamlined to happen in minutes, without having to go into the office.

Jobber isn’t just convenient for you, it’s convenient for your customers too.  In today’s world, your customer expects an easy process.  You can make this your competitive edge.

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 an example of the power of Jobber, we integrated it into one of our client’s systems and that year they improved their gross margin by 4 % because their technicians were more productive which added over $120,000 to their bottom line, all attributable to their use of Jobber.

These are just a few of the things we like about Jobber but you can click here  to see what cloud accounting and the right apps can do for your business.

KWB professionals are constantly looking for ways to help you simplify and grow your business by using the latest technology.  If you would like to be a valued, informed and empowered KWB client, contact us at 780-466-6204 or click here to send us an email.

Heather Bowie, CPA, CA

Heather Bowie, CPA, CA

Manager

Heather Bowie joined KWB in March 2019. Heather received her Bachelor of Commerce from the University of Alberta in 2003. She articled with Grant Thornton during which time she received her CA designation in 2006. Over the years, Heather received a variety of experiences including working as an online facilitator for the CA program, working in industry as well as a practice reviewer for CPA Alberta.

Heather works part-time, is married and has two girls. Away from work, Heather and her husband own an HVAC business in Sherwood Park allowing her to understand business from both the client and the accountant perspective. In her spare time Heather enjoys attending her girls sporting events and dance performances, keeping active and playing board games.

Heather's Contact Information

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