For window cleaners this is something that needs to be addressed to make it a viable CRM alternative. Especially if you use printed day sheets and not a smart phone, because your generally out of signal areas or dont actually have a smart phone (like me).
and point 2 is so right. A CRM is supposed to help you reduce your work load, not cause MORE work, especially if your dealing with 15-20 regular clients a day!
Iāve been looking at Jobber and reading the posts here. I have used The Customer Factor for 1yr and I was able to keep prospects from falling thru the cracks and I did more business with the same number of employees because TCF kept the customer flow organized. I used The New Customer last night and this morning.
Here is my opinion on all 3ā¦ TCF (old) does email customization and templates awesomely and makes it EASY to communicate/follow up with the customers/prospects and turn prospects into customers. Itās easy to set up reminders to call people back in a week/month or year and keep time stamped notes on communications. The website feels clunky and looks dated but I donāt think you will find a better CRM to collect prospects info and turn them into a customer. The āpipelineā in TCF is the magic in how to make more money and be organized about it.
The New Customer Factor looks a little nicer and is only a hair faster. It needs more work to be able to use it effectively on your phone or iPad. TCF doesnāt have the add-ons that Jobber has. TCF doesnāt have a website for mobile devises.
Jobber doesnāt have the pipeline to drive prospects into customers that TCF has. Jobber looks nicer and page to page navigation is faster than TCF. Iām not sure if Jobber can send an email other than the 4 types listed and keep the history. When I click a customers email to send a āare you ready to scheduleā emaiI, I get a blank page that pops up. Jobber is easy to see on my phone and iPad.
My conclusionā¦ The prospect to customer pipeline is what is keeping me with TCF right now. Itās a money maker. Jobber is so clean looking on a mobile devise and computer and has a time tracking add-on for employee hours and snaps quickly screen to screen so Iām still looking at it.
Sent from my iPhone using Tapatalk
Thanks Steve for the feedback. It is really helpful to see independent reviews like yours.
What would Jobber need to have to be able to have the pipeline that you are looking for?
I see you mentioned email customization and templates and those are things that we have talking about implementing.
Iām not trying to be a wise guy but, iād have to tell you how TCF has it laid out. Iām sure if I wanted to, I could make Jobber work for me. But after using TCF and looking at Jobber side by side, sure, Jobber looks nicer but TCFās just works REALLY well. And, it has helped my business grow and made my business life better. Its hard to leave something that works.
We have had some new updates in the past few weeks that we are now announcing, and [MENTION=3025]pagliachi[/MENTION] some of them address what you had mentioned before with the recurring route work.
Now on quotes and invoices you can do more when you go to save. We call it our āsave andā¦ā button so that you can have it automatically do actions to minimize the amount of clicks needed during your workflow.
We have also made some updates to our reporting. Taken right from the blog post:
Email Communications Report ā Added a column for ā~Sent Timeā which gives an approximation of when Jobber attempted to send your email. Added a column which when clicked, displays the subject, contents and recipients from your email.
email pop up
Invoices Report ā Added columns for discounts and deposits.
Expenses Report ā Added columns for Job Address, Job Description and Reimbursable To. If any of these columns are not applicable they will appear blank.
If you want to read more about the updates you can check out the complete blog post here.
Valentineās Update Summary | Jobber Blog
We will keep on working to make Jobber as easy to use for you guys.
What does TCF stand for ?
The Customer Factor
Sent from my iPhone using Window Cleaning Resource mobile app
he did the same thing for me for free must have taken hours
It is!
Sent from my iPhone using Window Cleaning Resource
Actually, we just made the switch and it seems that we have been getting more people who visit our website to fill out a quote request form with their info!
The responsibid form is great, however there is a lot of input needed for the customer to fill out. I think that sometimes it is a turnoff for residential service seekers.
Sweet and simple seems to be getting a better response for me.
Iām sure others would disagree
Sent from my iPhone using Window Cleaning Resource
I disagree! 
Sent from my iPhone using Window Cleaning Resource mobile app
I knew that was comingā¦
Sent from my iPhone using Window Cleaning Resource
Thats interesting to hear that you might be getting more people contacting you with the Jobber website forms compared to the Responsabid forms.
On one hand, having less friction/less forms will probably get you more people filling them out, but they might also be less qualified leads.
Those who do fill out the entire Responsabid form are probably a lot more serious about getting work done from you, and you also get a lot more information to be able to help them with an estimate. But the length and information needed could be deterring some people.
Depends on how you normally do your lead generation. If you are better at closing people by talking to them on the phone, you might opt for a contact form with less things they need to type in so you get more people to contact and talk with.
It might even be good to have both in some situations. Those who are very serious about getting work done could fill out the longer form, and those who just want basic information the Jobber form. You can customize both, and maybe have the different forms on different pages as long as it does not confuse your website visitors.
-Landen
Weāve been using this since April 2013. It is great.
PayPal integration (customers just need to click PayNow button in the email you send them)
syncs with Quick Books and QBO and others
automatic reminders for customers
setup recurring contracts
job sheets for staff
fully customisable client info (ie. you can create your own list of checks for clients such as equipment required)
tag clients to making searching easy (ie. you could tag a client with ābad payerā or āno WFPā or whatever)
I can highly recommend this softwareā¦ best on the market at a really competitive price.
Hey guys, we have had a ton of blog posts in the last month and hopefully some of them you guys checked out. Still trying to find what we can write about that you guys would find most valuable.
Just wanted to post about a recent update post: https://blog.getjobber.com/2014/06/june-updates/
One new update is syncing of approved timesheets with QuickBooks online.
We also are going to keep a weekly changelog of everything that get fixed/updated that week. https://learn.getjobber.com/hc/en-us/categories/200183640-Jobber-Changelog
-Landen
Hey [MENTION=36437]Jobber[/MENTION] you guys know what would be REALLY useful!
When on the calendar page and Iām rescheduling a customer - it updates the job & date, but it doesnāt send myself or my employee a fresh email with the new date & time. I would love if this feature could be added to the reschedule feature! Click a box and know itās sent!
Sent from my iPhone using Window Cleaning Resource
I have sent this to the development team, hopefully something can be added to that workflow sometime soon.
Thanks for the tip [MENTION=20262]Bunkerboot83[/MENTION]!
-Landen
[MENTION=36437]Jobber[/MENTION], any chance of getting google calendar to real time sync?
At this time we cannot do a real time sync with Google Calendar. The way it is currently setup Google Calendar pulls from the Jobber Calendar at random times that we cannot change.
It might have something to do with how our Calendar is more complex then Google Calendar or the format that the calendar is in.
If anything changes with that I will let you know.
-Landen
Hey, wow, you guys are fast! I had to switch a commercial job date due to my employee needing off for a funeral - and the notify team on reschedule has been added! BOOM! Thanks Jobber!
Oh yeah, another one for my wishlist or maybe I havenāt found it?
Is there a way to re-send appointment reminders to clients manually? That would be great to know if they are getting a reminder on moved appointments, or if they need a reminder email sent to another address it would be awesome to click it and done!
