As 2019 comes to an end, it’s time to think ahead and make sure you’re doing everything you can to be successful in 2020.
One thing that can be easily tackled in the new year with amazing results is getting organized. Having the right tools in place to keep your clients, jobs, and payments handled is the key to running a smooth and successful business. Once those are in place, you can better understand where the next focus should be.
Thanks to companies like Jobber, you can find exactly what works best for you, your business, and clients.
Voted #1 most popular and most affordable Service Scheduling Software and App, Jobber is in the business of helping small businesses succeed. Their software includes powerful scheduling, online invoicing and payments, just to name a few. Thanks to their features, businesses can become more efficient and look more professional with everything they need in one place.
With all that said, let’s focus on three features from Jobber that will get your company organized and declutter your operations.
With Jobber’s quote management software, you can create, send, and track professional quotes. You are even able to edit, create, and send quotes from the Jobber app on your phone if a client requests an updated quote while out in the field.
This feature from Jobber is also customizable, giving you the ability to add your company branding and easily include important details such as discounts, required deposits, and contract terms.
Jobber’s powerful scheduling feature makes it easy to quickly see when you can schedule in new work while you’re on the phone with a customer, or dispatch the nearest team member to an emergency job. Your team can use the Jobber app on their phones or a tablet to see their most up-to-date schedules and work order details.
After assigning your team, multiple calendar views keep things efficient and offer a clear visual of availability for multiple team members to avoid overbooking, under booking, or double booking.
This is an important one. Jobber’s CRM allows you keep everything that has to do with your clients and jobs in one place. View past quotes, jobs, visits, invoices, and a full billing history associated with each of your clients within this feature.
Got a note on a client that could help future jobs? Got a similar job to a past one that needs a quote? The CRM has it all together for you – simply search for the client and find what you need.
Head over to Jobber’s site to view all the features that they offer and get started on a new year that runs more smoothly than ever. Your business will thank you!