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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.

Media

Media

Integrations Supported

CallRail
PayPal
QuickBooks Online
QuickBooks Online Advanced
Stripe

Integrations Supported

API Availability

API Availability

Pricing Information

$149 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training

Training Options

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

Not specified

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

Employee Management
GPS Tracking
Incident Reporting
Maintenance Management
VIN Lookup

HVAC

Not specified

Scheduling

Alerts/Notifications
Real-time Scheduling
Room Booking Management

Service Dispatch

Not specified

Categories and Features

Customer Service

Alerts / Escalation
Appointment Management
Knowledge Base
Live Chat
Self Service Portal
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Customer Database
Dispatch Management
Inventory Management
Payment Collection in the Field
Scheduling
Service History Tracking
Time Clock
Work Order Management

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