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What is Jobi?
Schedule service appointments and efficiently manage opportunities to enhance productivity. Utilize GPS technology to keep tabs on field technicians for precise tracking and monitoring. Evaluate technician sales outcomes and set sales goals using an interactive, real-time dashboard that provides valuable insights. Leverage GPS navigation to identify the most efficient routes to your appointments, ensuring timely service delivery. Discover how a single click can present clients with premium, mid-range, and budget-conscious options that have proven to boost sales performance. The application simplifies processes by enabling credit card scanning, capturing signatures, and generating invoices, thereby eliminating the hassle of physical paperwork. Effortlessly import and export financial data to QuickBooks to maintain synchronized records of all transactions. Enhance customer interaction with a personalized homeowners app, featuring your company logo, allowing clients to easily access information regarding service plans, warranties, and service history from their mobile devices. Build solid relationships and ensure customer satisfaction through regular and clear communication. Analyze purchasing trends effortlessly with the live results dashboard, enabling you to make informed decisions. As a contractor, the Jobi homeowners app is specifically designed to cater to your needs, ensuring seamless communication with your clients while equipping them with vital tools for managing their services and maintenance schedules. This cutting-edge app not only optimizes your business operations but also significantly improves the overall customer experience, leading to greater loyalty and satisfaction. By staying connected and proactive, you can drive your business forward and respond to client needs more effectively.
What is Customer Service Delivery Platform SRM?
Does your company have a call center, a website, or various communication channels like email, text, or chat to collect customer feedback regarding their inquiries? Our goal is to thoroughly comprehend YOUR business, including its unique needs and challenges, so you can focus on delivering products and services that genuinely satisfy YOUR customers' expectations. Should you ever require a sophisticated SRM software solution, we will be ready to support you. In contrast to many larger companies, we refrain from recommending a software solution that does not fit your specific needs or endorsing a 'plug and play' or 'one size fits all' methodology, as we acknowledge that such approaches are impractical. We will work alongside you to identify and implement the most suitable solution for your business model, ensuring that the right degree of automation is achieved—neither excessive nor insufficient. Our commitment is to offer customized support that enables you to excel in your field while also fostering a strong partnership that promotes mutual growth and success.
Integrations Supported
CallRail
PayPal
QuickBooks Online
QuickBooks Online Advanced
Stripe
Integrations Supported
CallRail
PayPal
QuickBooks Online
QuickBooks Online Advanced
Stripe
API Availability
Has API
API Availability
Has API
Pricing Information
$149 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Jobi
Date Founded
2017
Company Location
United States
Company Website
www.jobi.pro/
Company Facts
Organization Name
CSDP
Date Founded
2007
Company Location
United States
Company Website
www.csdpcorp.com
Categories and Features
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Fleet Management
Dispatch Management
Employee Management
Fuel Management
GPS Tracking
Incident Reporting
Inspection Management
Inventory Management
Maintenance Management
Mileage Tracking
Motor Pool
Routing
Tire Management
VIN Lookup
Work Order Management
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Scheduling
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Categories and Features
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking