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.
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 FeaturesOptional 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 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
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 FeaturesMarkups
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 FeaturesMechanical 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 FeaturesDrag 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 FeaturesMap 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 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 FeaturesMechanical 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 FeaturesJob 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 FeaturesJob 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 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 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 FeaturesMechanical 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 FeaturesInvoicing
Generate a professional invoice and send it to your customers by text or email—with one click.
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 mechanical contracting invoice 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. 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.
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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.
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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.
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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.
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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 Mailchimp to help you do more with your mechanical contractor business.