The best CRM
I love Jobber!
EEmmadousebas
Needs a One-Click Invoice Reminder Button
One frustrating limitation I’ve encountered with Jobber is the lack of a simple, one-click option to send an invoice payment reminder. Following up on unpaid invoices should be quick and straightforward. A clearly visible “Send Reminder” button directly on each invoice would save time and make managing outstanding payments much easier.
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Nnancydhiman
Keep improving
Overall, Jobber is a great platform, but there are several areas that definitely need improvement, particularly with the mobile app, AI Receptionist, client records, and third-party integrations. As a business owner who relies on Jobber daily, these are practical improvements that would make a significant difference in efficiency.
1. Technician Time Tracking
Business owners should be able to view technicians’ time entries and hours worked on individual jobs directly from the mobile app. This information should be readily accessible without having to switch to the desktop version.
2. AI Receptionist Call History
Every incoming call should have a clearly displayed date and timestamp. Phone numbers should also be clickable, allowing us to return calls directly from the AI Receptionist’s call history.
Currently, unless a caller submits an actual request that becomes associated with a client profile, we have to manually copy and paste the phone number to return the call. This is an unnecessary inconvenience that should be easy to correct.
3. Better Integration Between Pages
There needs to be more seamless navigation between AI Receptionist conversations, call history, client profiles, requests, and jobs. Information should be interconnected without requiring users to constantly switch between screens or manually transfer details.
4. Native Mobile Text Messaging
There should be an option to open a customer’s phone number in the device’s native text messaging app rather than being limited to messaging within Jobber.
Many customers initially contact us through regular text messages. Having the flexibility to communicate through our phone’s messaging app, while ideally maintaining a connection to their Jobber client profile, would be extremely valuable.
5. Centralized Client Attachments and Photos
All attachments, including photos and documents uploaded to individual jobs, should automatically populate in a centralized attachment section within the client’s main profile.
Currently, having to open individual jobs to locate previously uploaded photos or documents is unnecessarily time-consuming, especially when a customer has a long service history.
There should be one consolidated list or gallery showing every attachment associated with that customer, regardless of which job it was originally uploaded to. Ideally, each attachment would also link back to its original job for reference.
6. Better Two-Way Integration With CompanyCam
The CompanyCam integration is a great example of a feature that has potential but needs better connectivity.
I appreciate that Jobber can automatically create a corresponding project in CompanyCam. However, there should also be a direct link within the Jobber client or job profile that opens the associated CompanyCam project, and vice versa.
If the integration already connects the two platforms and creates the corresponding project, there should be no reason we can’t navigate directly between them. This would eliminate unnecessary searching and make the integration significantly more useful.
Overall Feedback
These aren’t extravagant feature requests. They’re basic workflow improvements that would save contractors and business owners considerable time throughout the day.
Jobber continues to introduce new features, particularly AI-powered tools, but I believe greater attention needs to be given to improving the functionality, navigation, and integration of the features already available.
A truly efficient platform should make information accessible from wherever you’re working, whether that’s a client’s profile, an individual job, the AI Receptionist, or an integrated application like CompanyCam.
I would really like to see these improvements prioritized and implemented sooner rather than later. Jobber is already a valuable business management tool, but addressing these everyday frustrations would make it substantially better for the contractors who depend on it.
1. Technician Time Tracking
Business owners should be able to view technicians’ time entries and hours worked on individual jobs directly from the mobile app. This information should be readily accessible without having to switch to the desktop version.
2. AI Receptionist Call History
Every incoming call should have a clearly displayed date and timestamp. Phone numbers should also be clickable, allowing us to return calls directly from the AI Receptionist’s call history.
Currently, unless a caller submits an actual request that becomes associated with a client profile, we have to manually copy and paste the phone number to return the call. This is an unnecessary inconvenience that should be easy to correct.
3. Better Integration Between Pages
There needs to be more seamless navigation between AI Receptionist conversations, call history, client profiles, requests, and jobs. Information should be interconnected without requiring users to constantly switch between screens or manually transfer details.
4. Native Mobile Text Messaging
There should be an option to open a customer’s phone number in the device’s native text messaging app rather than being limited to messaging within Jobber.
Many customers initially contact us through regular text messages. Having the flexibility to communicate through our phone’s messaging app, while ideally maintaining a connection to their Jobber client profile, would be extremely valuable.
5. Centralized Client Attachments and Photos
All attachments, including photos and documents uploaded to individual jobs, should automatically populate in a centralized attachment section within the client’s main profile.
Currently, having to open individual jobs to locate previously uploaded photos or documents is unnecessarily time-consuming, especially when a customer has a long service history.
There should be one consolidated list or gallery showing every attachment associated with that customer, regardless of which job it was originally uploaded to. Ideally, each attachment would also link back to its original job for reference.
6. Better Two-Way Integration With CompanyCam
The CompanyCam integration is a great example of a feature that has potential but needs better connectivity.
I appreciate that Jobber can automatically create a corresponding project in CompanyCam. However, there should also be a direct link within the Jobber client or job profile that opens the associated CompanyCam project, and vice versa.
If the integration already connects the two platforms and creates the corresponding project, there should be no reason we can’t navigate directly between them. This would eliminate unnecessary searching and make the integration significantly more useful.
Overall Feedback
These aren’t extravagant feature requests. They’re basic workflow improvements that would save contractors and business owners considerable time throughout the day.
Jobber continues to introduce new features, particularly AI-powered tools, but I believe greater attention needs to be given to improving the functionality, navigation, and integration of the features already available.
A truly efficient platform should make information accessible from wherever you’re working, whether that’s a client’s profile, an individual job, the AI Receptionist, or an integrated application like CompanyCam.
I would really like to see these improvements prioritized and implemented sooner rather than later. Jobber is already a valuable business management tool, but addressing these everyday frustrations would make it substantially better for the contractors who depend on it.
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APA Pressley
Terrible Slow and inconvenient
Don’t start your business with Jobber like we did. So many inconveniences and quirks that delay our payouts and leave us starving for our pay. Get Quickbooks. It’s a CRM (client relations management) that has everything plus more and has bookkeeping built into it
JJhettahh
Worth it
It’s pricy but definitely worth it!
FFireball4451
