“My very first year of business I was drafting invoices and quotes myself and then emailing them to customers from a PDF. That was a long time ago and it wasn’t a great thing to be doing,” remembers Jonathan Perry, founder of Oahu Tree Works.
Today, Jonathan leads a “passionate group of tree people,” certified arborists and tree workers, who maintain Hawaii’s unique and beautiful tree population (check out their Instagram for breathtaking photo evidence).
Maintaining trees means nurturing long term client relationships as a tree might need pruning throughout it’s lifetime or treatment for pests or diseases, and, eventually, a dead tree requires removal.
Naturally, Jonathan was quickly on the lookout for an effective client management system so that his team could monitor and follow-up with clients and their often massive trees. After all, a giant tree left uncared for can become disruptive or dangerous to its surroundings.
You add the client to the database and then you can schedule a quote, email a quote and schedule jobs. Jobber takes care of everything from A-Z.
Already using Quickbooks—which Jobber syncs with—to handle his invoices, Jonathan decided to give Jobber a try based on a friend’s recommendation.
“From the initial inputting of the client information, Jobber tracks every transaction of every single client,” says Jonathan, describing his appreciation for Jobber’s streamlined process.
“You add the client to the database and then you can schedule a quote, email a quote and schedule jobs. Jobber takes care of everything from A-Z. It just keeps everything very organized.”
For a company dedicated to fostering long term relationships with their customers and their trees, having this history so accessible is essential.
Running a service business is complicated, and Jobber aims to make that reality a little easier, so it always makes us happy to hear feedback that confirms we’re on the right track.
Case in point:
“If you invest a lot of time in a software just trying to figure out how it works and in the end it doesn’t even do what you want it to do, that can be a big issue,” says Jonathan.
“But Jobber is incredibly straightforward and easy to use and it’s a really powerful piece of software, it’s perfect.”