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Mechanical Contractor Software

Run your mechanical contractor business smoothly with Jobber. Quoting, scheduling, invoicing, CRM, and customer communications—all in one place. 

image of mechanical contractor collecting tools from his van after using Jobber's mechanical contractor software
hands holding a mobile phone with the screen showing a field service software business app

What is mechanical contractor management software?

Mechanical service software like Jobber helps business owners schedule jobs, manage teams in the field, invoice, and collect payments—from the office or on the go.

Here’s how Jobber helps your mechanical contracting company stay organized and improves your daily operations:

  • Schedule work, dispatch your contractors efficiently, and track time on every job
  • Equip technicians with the information they need to get the job done right
  • Keep customers informed before, during, and after the job with less effort
  • Get paid 4x faster with convenient online credit card processing

Plus, Jobber integrates with QuickBooks Online to keep your customer, invoice, and payment information accurate without double entry.

Helping your mechanical contractor business run smoothly

Running a mechanical contractor business is a lot of work. Between responding to emergency calls and scheduled installs, there aren’t enough hours in the day to manage your crew, collect payment, and stay organized. 

Jobber’s mechanical contractor business software streamlines your workflow to help you save seven hours a week on admin work. That means estimating, scheduling, job management, customer communication, and invoicing—all in one place.

illustration of a sent quote and mobile device that says quote approved using Jobber's quoting software

Mechanical Contractor Estimating Software

Create, send, and track professional-looking estimates that are easy for customers to approve online. Then, quickly convert approved estimates into jobs that are ready to be dispatched or scheduled for a later date—with one click.

See All Quoting Features
two mobile devices displaying business quoting software. The first shows a service business quote and the second shows an optional line item to upgrade the service.

Optional line items

Win bigger jobs by suggesting add-on services or premium products. Customers can choose the options they prefer and watch their total update automatically before they approve.

See All Quoting Features
Quote follow-up message settings and SMS previews in Jobber

Quote follow-ups

Improve your win rate and keep work moving forward. Jobber automatically follows up with customers by text or email.

See All Quoting Features
A mobile phone displaying business quoting software with a quote that has been signed and approved by the customer in the app.

Quote approvals

Let customers easily approve quotes, request changes, pay a deposit, or provide their signature in client hub, their self-serve online portal.

See All Quoting Features
A mobile phone displaying the quote markup screen in Jobber's quoting software app

Markups

View the estimated margin on your mechanical contractor estimates, and quickly modify your pricing in response. Just enter your job costs and markup once, and Jobber will help you set the perfect price every time.

See All Quoting Features
Illustration of a calendar full of scheduled jobs

Mechanical Contractor Scheduling Software

Schedule work, dispatch field technicians, and track their project progress in just a few clicks. Whether you’re responding to an emergency call or scheduled installation, mechanical contractor dispatch software helps you get the right person to the right job—every time.

See All Scheduling Features
Two mobile devices displaying Jobber's scheduling software. A calendar shows new appointments scheduled and a confirmation message with appointment details.

Drag and drop calendar

Easily reschedule process piping, or reassign plumbing system installations to a different contractor. It’s as simple as click, drag, and drop.

See All Scheduling Features
A tablet and mobile phone displaying Jobber's scheduling software. Both devices show screenshots of a map with route optimization.

Map and routing

Automatically generate the fastest, most fuel-efficient route for your crew. And when a customer calls with a new request, assign it to the closest estimator based on their GPS location. 

See All Scheduling Features
A mobile phone displaying Jobber's scheduling software, with a timer to track a job. Next to the phone, a tablet displays a full view of the day's appointments for full progress tracking.

Progress 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 Features
A mobile phone displaying two push notifications from Jobber's scheduling software. The notifications signal a change to the day's schedule.

Team 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 Features
Illustration of a completed job management form. Next to it, a mobile phone displays a screenshot of Jobber's job management software

Mechanical Contractor Job Management Software

Track every job and client detail in one place. Jobber’s software for mechanical contractors lets you access the information you need from the job site. When the job is complete, automated feedback surveys help you track customer satisfaction with less effort.

See All Job Management Features
image of job costing feature in Jobber

Job costing

Track time and material costs in one place, so you can manage your profitability and see how much you’re earning on a job.

See All Job Costing Features
Mobile phone displaying a screenshot of Jobber's job details screen. The job details includes a description, job checklist, and image.

Job details

Get everyone on the same page with the work to be done on-site. Attach service agreements to a client’s file or to a job, and create custom checklists for all of your services.

See All Job Details Features
A mobile phone displays Jobber's on-my-way text message feature with a preview of what the message looks like for customers.

On-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 Features
Mobile tablet displaying Jobber's job follow-up settings screen. Next to it, a mobile phone displays an example of a feedback survey sent to a customer from the Jobber app.

Job follow ups

Once the mechanical project is complete, collect customer feedback, ask for a review, or just say thanks with automated follow-ups. 

See All Customer Communication Features
Illustration of an invoice paid by credit card next to a mobile phone with a paid icon.

Mechanical Contractor Billing Software

Send professional invoices from anywhere and follow up on overdue invoices automatically. Jobber lets you view, track, and send invoices with just a couple clicks. Then, accept payments online or in person with convenient credit card processing.

See All Invoicing Features
Two mobile phones with screenshots of Jobber's invoicing software. One shows an invoice and the other shows a report of invoice payments.

Invoicing

Generate a professional invoice and send it to your customers by text or email—with one click. 

See All Invoicing Features
Mobile tablet displaying Jobber's invoice follow-up settings screen. Next to it, a mobile phone displays an example of a invoice follow-up SMS message sent to a customer from the Jobber app.

Invoice follow-ups

Jobber sends automated email or text reminders to customers with outstanding invoices to help you get paid faster.

See All Invoicing Features
Two mobile phones with screenshots of Jobber's online card payment software

Online card payments

Get paid 4x faster with convenient payment options. Customers can pay their mechanical contracting invoice online by credit card or ACH bank payment.

See All Credit Card Processing Features
A paid invoice amount in Jobber that’s ‘on its way to your bank’

Instant payouts

Access funds just seconds after payment is received—even on weekends and holidays.

See All Credit Card Processing Features

Make it easy for your customers

Impress customers and stand out from the competition. Provide 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 mechanical contractor business. 

Availability depends on location and plan

FAQ

For any additional questions about our mechanical contractor business software or features, contact us and we’ll be happy to help.

Mechanical contractor software is used by business owners and their employees to organize and manage their daily operations. This means one platform to manage clients, quote jobs, schedule visits, dispatch and route crews, track time, invoice, and collect payments. Using field service software helps you run your mechanical contractor business more efficiently so you can improve customer service, win more jobs, and grow.
Yes. The Jobber mobile app is designed with mechanical contractor 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.
Jobber’s field service management software has different plans for all of your mechanical contracting business’s needs. Each plan offers a different set of features designed to help you run a smoother mechanical contractor business. All plans include a CRM, online customer portal, quoting, invoicing, and payments. Learn more about our plans and pricing.
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.
Yes! Jobber integrates with your favorite apps like QuickBooks Online and Mailchimp to help you do more with your mechanical contractor business.