What is installation management software?
Installation management software like Jobber helps business owners schedule jobs, dispatch technicians, manage teams in the field, invoice, and collect payments—from the office or the job site.
Here’s how Jobber helps your installation company stay organized and improves your daily operations:
- Schedule installation jobs and optimize your routes to fit more work in the day
- Create quotes from the job site and collect signatures on the spot
- Manage installs and organize customer information in one place
- Get paid in person with one tap or online with convenient credit card payments
Plus, Jobber integrates with QuickBooks Online to keep your customer, invoice, and payment information accurate without double entry.
Helping your installation business run smoothly
Running an installation business means you need to be in ten places at once. Between appliance, window, or light fixture installations, you need to find new clients, create estimates, schedule your team, communicate with customers, and stay organized.
Jobber’s installation business software reduces administrative work at every stage of the job to streamline your workflow. That means quoting, scheduling, job management, customer communication, and invoicing—all in one place.
Installer Scheduling Software
Jobber’s service scheduling software gives you a clear visual of your team’s availability to avoid overbooking, under booking, or the dreaded double booking. Simply create a job, choose the client, and assign it to your team instantly.
See All Scheduling FeaturesDrag and drop calendar
Easily reschedule or reassign installation jobs to a different crew member. It’s as simple as click, drag, and drop.
See All Scheduling FeaturesMap and routing
Automatically generate the fastest, most fuel-efficient routes for your crew. And when a last-minute request comes in, assign it to the closest employee based on their GPS location.
See All Scheduling FeaturesProgress tracking
View a timeline of each team member’s visits for the day and check how they’re progressing to get ahead of delays.
See All Scheduling FeaturesTeam push notifications
When you make a change to an employee’s schedule, they’ll automatically receive a notification on their phone with all the details.
See All Scheduling FeaturesInstallation Quoting Software
Create professional installation quotes on the spot and win more jobs. Jobber makes it easy to build, send, and track quotes. When your customer is ready, they can approve, request a change, pay a deposit, or provide a signature online.
See All Quoting FeaturesOptional line items
Win bigger jobs by suggesting add-on services or premium packages. Customers can choose the options they prefer and watch their total update automatically before they approve.
See All Quoting FeaturesQuote follow-ups
Improve your win rate and keep work moving forward. Jobber automatically follows up with customers by text or email.
See All Quoting FeaturesQuote approvals
Make it easy for customers to approve quotes, request changes, pay a deposit, or provide their signature in client hub, their self-serve online portal.
See All Quoting FeaturesMarkups
View the estimated margin on your installation estimates, and quickly modify your pricing in response. Just enter your job costs and markups once, and Jobber will help you set the perfect price every time.
See All Quoting FeaturesInstallation Job Management Software
Quickly access all the job and client information you need to deliver top-notch service every time. When the job is complete, Jobber automatically sends feedback surveys to track customer satisfaction with less effort.
See All Job Management FeaturesOn-my-way texts
Send standardized texts in the Jobber mobile app to let customers know you’re on your way (or running late).
See All Customer Communication FeaturesJob details
Quickly access important job and client information, like installation instructions, so visits can be completed without a hitch.
See All Job Details FeaturesJob forms & checklists
Build service authorization forms and custom checklists to create accountability for your team and ensure top-quality service on every visit.
See All Job Form FeaturesJob follow-ups
Once the installation is complete, collect customer feedback, ask for a review, or just say thanks with automated follow-ups.
See All Customer Communication FeaturesInstallation Invoicing Software
Send professional invoices from anywhere. With one click in the Jobber mobile app, instantly create an installation invoice that’s ready to send to your customer. Then get paid online or in person with convenient credit card processing.
See All Invoicing FeaturesInvoicing
Instantly generate a professional invoice, complete with accurate job details, and send it to your customers by text or email.
See All Invoicing FeaturesInvoice follow-ups
Jobber sends automated email or text reminders to customers with outstanding invoices to help you get paid faster.
See All Invoicing FeaturesOnline card payments
Get paid 4x faster with convenient payment options. Customers can pay their installation invoice in person with one tap or online by credit card or ACH bank payment.
See All Credit Card Processing FeaturesInstant payouts
Access funds just seconds after payment is received—even on weekends and holidays.
See All Credit Card Processing FeaturesMake it easy for your customers
Impress customers and stand out from the competition. Offer reliable communication and a professional online experience from the initial request to the final payment.
Integrations built for your workflow
Jobber seamlessly integrates with your favorite apps and software to help you do more with your installation business.
Availability depends on location and plan
FAQ
For any additional questions about our installation business software or features, contact us and we’ll be happy to help.
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Yes. The Jobber mobile app is designed with installation businesses in mind. Jobber lets you manage your operations from anywhere, and gives your team access to their schedules, work order information, and turn-by-turn directions to their next job. The Jobber mobile app is available on iOS and Android devices.
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Employee scheduling software helps home service business owners efficiently schedule and dispatch their crews. Jobber’s scheduling software lets you book installation jobs using a customizable calendar, assign them to your crew, and share appointment details with your team.
Jobber also offers time tracking to help you prep payroll faster and account for every hour in your final invoice. Plus, GPS tracking makes it easy to assign new work to the closest available technician based on their location. -
Jobber’s field service management software has different plans for all of your installation business’s needs. Each plan offers a different set of features designed to help you run a smoother installation business. All plans include a CRM, online customer portal, quoting, invoicing, and payments. Learn more about our plans and pricing.
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Whether you’re checking us out for the first time, or you’re one of our oldest customers, we’ve got your back when it comes to support. Phone support, email support, and online chat are available to you for free and included in all Jobber plans. Plus, Jobber offers free 1-on-1 product coaching to get you started. Learn more about Jobber’s award-winning customer service.
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Yes! Jobber integrates with your favorite apps like QuickBooks Online and FleetSharp to help you do more with your installation business.