Jobber Invoicing Review

In a Nutshell

In a Nutshell

Jobber is a field service dispatch platform and invoicing tool that can be used by businesses running field service operations to bill their customers for support and maintenance services rendered. The tool can automatically generate invoices based on recorded field visits allowing remote support teams an easy way to never miss any billing hours and to cut down on manual data entry and back office work.

Positive
  • Automatically generate invoices based on callouts
  • Assign tags to quickly navigate between bills
  • Includes credit card payments gateway
Negatives
  • No functionality to restore accidental deletions
  • Can only list one property owner per invoice

Jobber at a Glance

Jobber at a Glance

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Features and Add-ons

Features and Add-ons

Automatic Invoice Creation

Jobber’s core functionality is as a field service dispatch tool for sending repair teams to customers’ locations. The system is heavily optimized both for this purpose and for capturing site visits as hourly billable items. 

Every time users log service hours for a customer property they will be logged at the billing rate specific to that customer. Users are able to both create invoices after each job or choose to aggregate the invoices into monthly or quarterly billing statements.

Custom Fields

Jobber allows users to create multiple custom fields and assign them for use within invoices. Custom fields can be any field type and can be transferable between modules on the system. Users are also able to assign a default value for the customer field which will be applied in the event that the user does not override it with an entry. 

Discount and Tax

The Jobber invoice system also allows users to capture discounts, tax rates, and messages to the client. This is a useful feature for VAT-exempt traders who may not need to add a tax percentage for each line item entered. 

Additionally, users can record deposits made by the client in order to reflect the correct amount owed on the invoice. 

Client View

Users are also able to enter into a client view that simulates how the invoice will appear to clients. Users are also able to toggle the information that will appear to the client and edit printout details in the PDF configuration menu.

Invoice Signature Capture

Jobber is designed to be used by both office workers and those visiting the client in the field. For that reason, the tool builds in a number of features designed to speed up the paperwork process so that service teams can get invoices out to clients the moment a site visit has been concluded. 

These features include:

  • Signature capture: The signature capture functionality allows field service teams to capture a legally binding electronic signature from the customer while on premises. The signature is stored as an image and transmitted automatically to the cloud so that office-based workers can further process the transaction.
  • GPS tracking: Those that have subscribed to Jobber’s upper tiers are able to avail of user GPS tracking which can show the location of technicians in the field and detect when they have arrived and left customers’ sites. This information can be used by other team members to determine when a job has concluded and can be itemized for billing and admin purposes.
Signature capture:
GPS tracking:

Payment Options

Payment Options

Jobber supports payments made online, by bank transfer, and by any other digital or cash-based payment method—all can be captured in the payments field.

 In order to support online payments, the company works with a variety of credit card payment processors. Jobber then automatically deposits payments into users’ bank accounts as soon as the money is received. 

The pay online option for invoices works completely seamlessly via a one click process. Clients can simply click on the pay online button that appears at the bottom of their invoice, enter their credit card details, and make a payment. A receipt will be generated automatically.

Pricing/Costs & Fees

Pricing/Costs & Fees

Jobber subscriptions can be purchased at 3 tiers: Core, Connect, and Grow.  From the invoicing standpoint, all 3 subscription levels will give users access to a roughly comparable feature set. But because the invoicing component integrates with the other parts of the tool, users should subscribe to the highest tier that fits within their budget to maximize their invoicing experience.  

The tiers and prices are:

TierCoreConnectGrowth
Users1Up to 7Up to 30
Price$29/month$99/month$199/month

Usability

Usability

Jobber is an eminently usable software. In order to generate invoices users are directed to create entities such as customers, job locations, and billing rates. When all these entities are in place, all users have to do is log hours in order to create the information that can be used to generate invoices.

Conclusion

Conclusion

Jobber is a comprehensive invoicing platform that is optimized for the needs of those running field based businesses. It integrates very well with this system allowing users to automatically generate and itemize invoices based on work assignments completed. Users are also able to receive payments online and the system is easy enough for even first-time cloud software users to get to grips with.

Jobber Invoicing Review
Jobber Invoicing Review

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