Jobber

Written by Shelley Ricketts on Nov. 9, 2017

Jobber is a cloud based software solution designed for small and medium sized field service businesses that works with Quickbooks Online (QBO).

It has a number of features that are designed to help you run a better business by helping you manage finances, client requests and a busy team.

Jobber integrates scheduling, quotes, invoices and payments all within one system

Business owners are the ultimate multi-taskers!  Jobber does a good job of multi-tasking too, so you can make the most of your limited time, streamline your workload and focus on what you do best – running your business.  Here’s a few reasons why we like Jobber:

Reduce Paperwork and Increase Cash Flow

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 meaning you can invoice as soon as the job is done and accept payments in the field.

Jobber Payments helps make paying as easy as possible 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 exactly that.  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 features automated client reminders, professional looking invoices and a full client billing history

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…your customers won’t be left guessing if an appointment is running late.

Increase Team Efficiency

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.  And it’s scheduling grid and map view also ensures that your teams are fully allocated and routed efficiently.

Jobber integrates directly with QuickBooks Online (QBO)

What we like best….QBO 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!

These are just a few of the things we like about Jobber but you can click here  to see what else it can do for your business.  Think Jobber might be a good fit for you or have more questions?  We’re here to help and happy to answer any questions you have! Feel free to contact us at 780-466-6204 or click here to send us an email.

Shelley Ricketts

Shelley Ricketts

Cloud Accounting Manager

Shelley joined KWB in January 2011 as a part-time accounting technician subcontractor. Prior to joining KWB, she worked in a similar role with a smaller accounting firm for over twelve years but was looking for a change and KWB delivered the work environment and flexibility that she was looking for.

Along with many years of public accounting experience, Shelley brings an extensive bookkeeping background to KWB and is a Certified QuickBooks ProAdvisor (QBO Advanced Certification, QB Desktop Certification and NAIT Accelerated Accounting Certification), as well as being a Workflow Implementation Specialist (or as Shelley calls it, the Cloud Whisperer), In addition to working on corporate files, she also provides remote and on-site client training and assistance in both Quickbooks and Simply Accounting.

Shelley lives outside of Sherwood Park on an acreage with her husband and two boys, three horses and two dogs. Away from work and the acreage, she enjoys camping trips with the family and afternoon trail rides with friends.

Shelley is the Treasurer for the War Horse Awareness Foundation and has been since the Foundation began.

Shelley’s favourite quotation: “What you do today can improve all your tomorrows” – Ralph Marston.

Shelley's Contact Information

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