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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 FIELDBOSS?
FIELDBOSS is a comprehensive software solution for field service management, designed specifically on the Microsoft Dynamics Platform.
It streamlines intricate operations, facilitating seamless connections between field service contractors, customers, and the necessary equipment. By equipping organizations with real-time insights into profitability, FIELDBOSS enhances decision-making for management teams.
The company is overseen by a dedicated group of Certified Microsoft Technology Specialists and Chartered Professional Accountants, who have been delivering exceptional services in the Microsoft consulting sector since 1989. Additionally, FIELDBOSS has established offices in both New York City, USA, and Toronto, Canada, further expanding its reach in the market.
Integrations Supported
Docusign
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft Power Apps
Microsoft Power Automate
API Availability
API Availability
Has API
Pricing Information
$149 per month
Free Version
Free Trial Offered?
Pricing Information
$40 per month
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Webinars
Online Training
Training Options
Documentation Hub
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
FIELDBOSS
Date Founded
2014
Company Location
Canada and United States
Company Website
fieldboss.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
Tradesman Job Management
Not specified
Categories and Features
Billing and Invoicing
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Online Invoicing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Project Management
Budget Management
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Idea Management
Milestone Tracking
Time & Expense Tracking
Quoting
Catalog Management
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Recurring Billing
Customer Portal
Discount Management
Invoice History
Scheduling
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Employee Scheduling
Group Scheduling
Multi-Location
Online Scheduling
Real-time Scheduling
Resource Scheduling
Service Dispatch
Billing & Invoicing
Contract Management
Customer Database
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Not specified