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

Cloud Accounting Manager

Shelley completed her NAIT Accelerated Accounting Certification in 2001 and is also a Certified Quickbooks ProAdvisor (QBO Advanced Certification and QB Desktop Certification).

Along with many years of public accounting experience, Shelley was a self-employed contractor providing bookkeeping services and software training for 20 years and gained invaluable experience and exposure to a wide range of industries. She knows what it means to be a business owner and to be passionate about what you do.

Shelley has been with KWB for a long time! Starting out as a contractor in January 2011, she took a leap of faith and joined the team full time in October 2018 as their newly appointed Cloud Accounting Manager. She wears a lot of hats in this role but her favourite space is finding and supporting cloud based solutions for business owners that make their lives easier!

Shelley has two wonderful, witty sons who take pleasure in the fact they get to call her ‘shorty’. She also has the cutest little Frenchie named “Mango” who excels at being a couch potato as well as providing endless entertainment in the midst of Zoom meetings.

Outside of work, Shelley loves to spend time camping, hiking and just getting out into nature. She also is passionate about horses (she owns 3!) and enjoys trail riding and getting out into the mountains when she can.

Shelley's Contact Information

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