As a small business owner, you often find yourself juggling multiple tasks at once. From managing your team to keeping track of customer information, it can be overwhelming to keep everything organized. That’s where Jobber CRM comes in – a tool designed to make running your business easier and more efficient.
What is Jobber CRM?
Jobber CRM is a cloud-based software that helps small business owners manage their daily operations. It’s perfect for businesses in the service industry, such as landscaping, cleaning, and plumbing, just to name a few.
This all-in-one tool serves as a one-stop-shop for everything from customer management to scheduling, invoicing, and payment processing. The software is easy to use and customizable to fit your business’s specific needs.
How Jobber CRM Works
The Jobber CRM platform is designed to help streamline a business’s operations and make the workflow more efficient. Here are some of the ways Jobber CRM works:
Customer Management
Jobber CRM offers a central hub for managing customer information. You can easily add new customers, view their contact information, and keep notes on their preferences and needs. This information is accessible from anywhere, making it easy to stay organized and up-to-date.
Scheduling and Dispatching
With Jobber CRM, you can schedule appointments and assign tasks to your team members. You can even set up automatic reminders and notifications to ensure everyone stays on track. This feature helps businesses stay organized and makes it easier to manage team members’ schedules.
Invoicing and Payment Processing
Jobber CRM makes invoicing and payment processing simple. You can create custom invoices and send them to customers directly from the platform. You can also accept online payments, making it easy for customers to pay you quickly and securely.
Top Features of Jobber CRM
Now that we’ve covered the basics of Jobber CRM let’s dive into some of its top features:
Customizable Forms and Templates
Jobber CRM offers customizable forms and templates for everything from invoices to estimates, making it easy to create professional-looking documents that are tailored to your business’s needs. This feature can save you time and help you present a more polished image to your customers.
Mobile App
With the Jobber CRM mobile app, you can manage your business on-the-go. You can access customer information, schedule appointments, and create invoices from anywhere, making it easy to keep your business running smoothly no matter where you are.
Crew App
The Jobber CRM crew app is designed to help team members stay on task and communicate with each other more effectively. From the app, team members can view their schedules, get directions to job sites, and communicate with each other in real-time.
Team Management Features
Jobber CRM offers a range of team management features, such as time tracking, performance reporting, and task management. These features make it easier to keep track of your team’s progress and ensure everyone is working efficiently.
The Benefits of Using Jobber CRM
Now that we’ve covered the features of Jobber CRM let’s talk about the benefits of using this tool for your business:
Improved Efficiency
With all of your business’s information in one place, it’s easier to manage and stay organized. This leads to improved efficiency and can help you get more done in less time.
Increased Revenue
Jobber CRM can help you get paid faster by offering online payment processing and making it easy to send professional-looking invoices. This, in turn, can lead to increased revenue for your business.
Better Customer Service
With access to customer information and the ability to communicate more effectively with your team, you can provide better customer service. This can lead to more satisfied customers and can help you build a positive reputation for your business.
How to Get Started with Jobber CRM
Ready to get started with Jobber CRM? Here are the steps to follow:
Step One: Sign Up
Head to the Jobber CRM website and sign up for an account. You’ll need to provide some basic information about your business and choose a plan that’s right for you.
Step Two: Set Up Your Account
After signing up, you’ll be prompted to set up your account. This involves adding customer information, setting up your team, and creating templates for your invoices and estimates.
Step Three: Start Using Jobber CRM
Once you’ve set up your account, you can start using Jobber CRM to manage your business’s daily operations. You can schedule appointments, send invoices, and communicate with your team all from within the platform.
Conclusion
If you’re a small business owner looking for a tool to help you manage your daily operations, Jobber CRM is an excellent option. It offers a range of features designed to make your life easier, from customer management to invoicing and payment processing. With Jobber CRM, you can save time, increase revenue, and provide better customer service – all while staying organized and efficient.