When in the market for a strong field management software tool, it is vital to consider all the features, benefits, and potential drawbacks that come with the software of your choosing.
This article will focus on ServiceTitan and Jobber and will hone in on the key features that these two platforms offer.
ServiceTitan is a cloud-based field service management software that can help businesses manage their operations. It is designed for the needs of the services industry, from small companies to enterprise organizations with a wide spectrum of customers.
The ServiceTitan platform provides an easy-to-use interface for scheduling appointments, dispatching field technicians, and tracking their real-time progress. It also offers a robust ticketing system for managing customer requests and issues.
The system integrates seamlessly with popular CRM systems like Salesforce and Microsoft Dynamics CRM.
Here’s a closer look at ServiceTitan’s features.
This feature helps you track your inventory items and their locations. It also allows users to locate their assets in real-time using GPS technology or other location-tracking systems.
With this feature, you can easily determine which assets are available and what tools need replacing or repair.
The dispatch element allows users to schedule appointments based on customer needs, staff availability, and other factors, such as weather conditions.
You can also assign tasks or jobs to specific employees based on their level of expertise. This feature can also send alerts regarding any changes in schedules.
The invoicing component allows you to generate invoices for services rendered by your staff or outsourced organizations.
You can customize the invoicing system according to your requirements and needs. You can also generate a report based on all the invoices paid and those pending payments.
The ServiceTitan mobile application allows technicians to access customer information, track their progress, and take pictures of completed work. Customers can also use the mobile app to upload photos of damaged equipment for fast and efficient claims processing.
This software allows you to create service estimates based on your customer’s requirements. You can add multiple line items per job order or contract. The quotations system also allows you to track job progress per order.
ServiceTitan comes with an easy-to-use reporting system that allows users to see how many jobs they have completed over time.
You can also generate reports on any subject, including sales, service calls, invoicing, labor allocation, or any other information you need to measure performance in your field operations.
Service Titan has three pricing plans. Prices range from $125 – $389.
Pros Of ServiceTitan
- Both small and large businesses can use this software
- Service Titan is a very user-friendly platform that allows you to manage your business easily
- There are no upfront costs when using the service
- You don’t have to worry about safety issues because it offers numerous options for keeping track of your workers’ locations
- The system integrates easily with other systems, such as Salesforce, so you can view data on one screen instead of switching between screens
Cons Of ServiceTitan
- It’s expensive for small businesses
- You need IT support
- You need training time for staff members
- You can’t customize the forms and checklists on the mobile app to suit your needs.
Jobber is a mobile-first FSM that allows you to remotely manage your technicians, their jobs, and your customers. The Jobber field service management solution provides features such as quoting, job booking, and recurring jobs to help businesses operate more efficiently.
With Jobber’s quoting feature, you can easily create quotes for your clients without hassle. You can choose from various templates that will help you get started quickly. Once you have created your quotes, you can send them to your clients via email or save them in your library for later use.
Recurring Jobs is a feature that allows you to schedule regular jobs. Jobs are scheduled weekly, biweekly, monthly, or quarterly. You can also choose to have these jobs repeated annually or whenever you desire. This is an excellent feature for organizations that need the same job done repeatedly, such as oil changes or air filter changes.
Customer Relationship Management
The Jobber CRM module lets you keep track of important customer information, including their accounts, contracts, and invoices. This can help you build stronger relationships with them while also helping you make better decisions about future business opportunities.
Integrated GPS Tracking
Track your workers’ locations in real-time, see where they’re going on a map view, or get notified if an incident occurs. You can also use Jobber Mobile’s built-in navigation system to direct workers to their next stop, so they never waste time getting lost again!
The platform helps you to schedule appointments based on the availability of your technicians and resources. You can also set up recurring appointments for regular services such as quarterly checkups or yearly inspections.
Work Order Management
You can manage your work orders with ease using the mobile-friendly interface. The platform helps you create detailed work order templates that can be easily customized for each job type or customer.
Jobber offers three pricing plans:
- Core plan (1 user): $49 monthly or $29 per month annually
- Connect plan (Up to 7): $139 monthly or $99 per month annually
- Grow plan (Up to 30 users): $279 monthly or $199 per month annually
Pros Of Jobber
Here is a list of all the pros of the Jobber field service management solution.
- Improves efficiency with an automated CRM system
- Reduces costs by streamlining workflows and processes
- It gives you real-time visibility into your business operations
- Boost employee productivity by empowering them with mobile apps
- You can set up jobs in minutes and assign them to the right technicians
- Jobber offers security protection against cyber-attacks and data breaches
Cons Of Jobber
The cons of Jobber field service management solutions include the following.
- The software is expensive
- It requires a lot of training to use it effectively
- It may not work well for companies with a large number of customers or employees
When weighing your options between ServiceTitan and Jobber, the key focus is value for money, the range of features encompassing the software, and how easy it will be for your technicians to adopt the system.
That said, neither platform was designed specifically for the HVAC industry, so whether you’re trying to save costs or increase efficiency, consider a reliable platform that gives you access to a wide range of tools that will transform your operations and suit the needs of your HVAC technicians out in the field.