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Glad it helps! Absolutely would love to hear about your plans and see what might help you best. Definitely appreciate the compliments! 🤜🏼🤛🏼

Thanks! 🙏🏼

I’m not sure where you made the assumption that using a CRM equates to selling customer data. A CRM simply organizes and automates business communication between a service provider and the client. This is standard practice across virtually every industry. What you’re saying is like putting customer information into excel is selling data to Microsoft 🧐

@@RehashDigital and which you’re legally obliged to have the customer consent to storing sensitive and valuable information and a disclosure that you’re using a third party’s software to do so. There are very strict and clear regulations on doing so. You cannot just decide to hand that information off to another company without proper procedures. Cpni is not something to take so lightly

Thanks! For commercial there’s a few I’d recommend considering - especially if you’re targeting multi-contact businesses/property managers/etc. Depends on your industry and processes. I’ve worked with a few clients on the transition or expansion so feel free to book some free time in my calendar to see if I can help give you some alternatives 👍🏼

⁠@@RehashDigitalHey, thanks for your videos. What CRMs do you consider for commercial clients? Thanks

@@altamontelectric it depends on your type of service, complexity of projects, and how you get new commercial customers. The most expensive would be something like servicetitan or you can split the CRM and FSM functions into 2 systems. Feel free to book a free consultation with me if you want a more tailored recommendation!

Thanks! Feel free to book some free time with me to see if I can help you make the decision. 👍🏼

Thanks Juan! Looking forward to speaking with you then.

Just a lot of practice! I appreciate the compliment 😁

Thanks Thomas! Appreciate it lots!

Thank you! I appreciate it!!

That usually means a WiFi issue. Is it only Aircall that doesn’t work?

@@RehashDigital yes only on Aircall

Thanks for the update - for which company?

Thank you! I appreciate it 🙏🏼

What makes you say that?

They can be relentless & persistent! But a lot of tech companies catered to small businesses are very similar.

It does! Most field service software do for the most part. Which do you use? QBO or Desktop?

@@RehashDigital thank you! I think they use Desktop. I really want to present the best options and finding lots on Service Titian, HCP and Jobber. They need integration of QB and to access the customer history for field technicians. Greatly appreciate your review and detail in the video. Thank you again!

Depending on the business, Thryv is one of the best all in one solutions for field service recently. Highly recommend comparing it to the others. Here’s my top 3: www.rehash.tech/field-service-software

@@RehashDigital greatly appreciate the advice 🙌

Haha thanks! 🌺 I’ll add it to the list, haven’t heard of them before. Have you used it yourself? Update: They’re too new to review. Not necessarily that they’re bad, but generally I expect an app to have at least 100 existing users and supporting staff before I review it. This seems to be just a developer (Bamboo Software Inc.) who made the app, but without any service or support behind it.

Thank you!

One of my company’s services is web development on Wix. Keep in mind that you can integrate software with websites directly and that you don’t have to use the built-in apps in Wix. I’ve actually built sites that integrate both Jobber and Thryv into a Wix website!

@@RehashDigital I have Wix calendar and Bookings, but not happy with either. Can you recommend a scheduler that's customizable on the fly and integrates with Wix?

@@el.handyman it depends - since I'm focused on technology, I usually integrate business software into the websites (so full field service management software). There are a lot of different scheduling software out there that are generic like Calendly; or you can have integrated ones like in Thryv, Jobber, and Housecall Pro. Are you solo or do you have a crew that you need to schedule & dispatch?

@@RehashDigital I run solo...

@@el.handyman if you're running solo, the best standalone one would probably be Calendly. But I highly recommend looking at getting Housecall Pro if you want to save yourself time and effort managing and organizing your jobs after you book them. Here's a free trial: housecallpro.partnerlinks.io/7l7wtq6qj1pc

Thanks Kyle! Hope they help - more to come soon!

That's why I'm here! I test the platforms so that you can narrow down which ones fit your needs (feel free to book a free consultation on my site!). My biggest recommendation, regardless of size of business, is to do a quick map of your business process from Lead to Payment. Meaning client entry points, CTAs, conversions, job management, quoting & pricing, invoicing, accounting, and reputation management. The larger your business, the more detailed this should be. Once you have a full list of this from a client perspective, do the same map for your internal team. With both maps, you can start comparing which features in different software are essential, nice to have, and irrelevant. Every business's priorities, situations, and markets are different which is why my clients find my expertise helpful (but definitely doable yourself in house as well).

Haven’t reviewed them yet, but they’re on my list!

I’ve heard of them but haven’t reviewed their platform in depth. There are downsides for free plans since they lock you in from a technical standpoint (sometimes). If you don’t have a budget up front, it might make sense to do your tracking even on basic Google sheets since it’s easier to migrate to a better system once you hit the revenue levels where it makes sense. Happy to help and do a free 15 min call (no obligation) if you want some initial guidance. You can book it on my website

I might be able to help. Book some time with me for a free consultation and we can chat: www.rehash.tech/home-services

I haven’t tested it yet, but aspire is a Service Titan subsidiary tailored to smaller businesses so from a technology perspective - my assumption is that they’re decently good. I’ll add it to my list to review in the future

Came back to post something else I noticed. HCP is 2.59% processing fees while Jobber on all plans are 2.7% + 30c so it will cost more in this regard as well especially when you are processing 100k of revenue a year or more it can add up quickly. at 100k you are roughly giving away $210 more from the 30 cent addition as well as $110 more on the % difference. So not only is the $400 plan (per month) more expensive throughout the year, there is a hidden extra cost with processing fees that adds to another $320 or so.

It really depends on what you find lacking about Jobber compared to HCP, and likely not at lower price points because of their pricing model of # of seats (unless you operate the business solo). There might also be other options outside of the 2 depending on your requirements. So to start: what is making you consider moving away from Jobber?

@@RehashDigital being able to show packages, texting with clients in one platform, essentially what it boils down to is that HCP has a lot of the features at the Jobber Grow Package which ends up being hundreds more a month

⁠@@ohanacleanFor communications (unified texting & calling) I wasn’t overly impressed with HCPs offering. It’s seemed like a 3rd party solution they bolted on unless you need their HCP assist call center. Otherwise, I have yet to see Jobber packages more than $10-20 more than HCP per month since they literally match each others pricing tiers on both headcount and (most) features (calling is extra on HCP). Definitely do a trial with HCP and validate the features & pricing you’re looking for before you commit: housecallpro.partnerlinks.io/home-services otherwise it would be worth checking out Thryv which I think has better marketing and comms features at the expense of a little less personalized field service processes: emp.thryv.com/site/pjfmt6kuu4rwr127/online-scheduling?service=mzy45oskh02z5lhv

@@RehashDigital I need the ability to sell my services in a package format: Good, Better, Best buy with Jobber I need the grow plan vs HCP I need the $40 add on. Also the marketing plan is included on HCP but with Jobber it's an additional $30

How was the Thryv demo?

@@RehashDigital The demo was okay. I agreed to sign on for six months... A woman named Kelly Lester is contacting me Thursday to begin the marketing stuff.

That’s great! Looking forward to hearing your review. What’s the industry/business name out of curiosity?

@@RehashDigital I'm in handyman services. Their mobile app doesn't seem to do much yet...

If you need a hand to get ramped up using it, I’m happy to help in exchange for your feedback as a new user! Send me a note at info@rehash.tech if you’re up for it

Glad it helped!

I'm actually editing my review video of Jobber right now so stay tuned for that, but in short - Jobber's way of handling data and processes is "in general" more robust. That said, If you've seen HCP and it maps to what your business needs - then flexibility is meaningless since ... you need what you need! I'd be curious what kind of flexibility and capabilities you're missing from Jobber - it feels like you'd be taking a step down since there's very few features in HCP that don't exist in Jobber. You should hit me up for a free consultation, would love to learn about your situation and give you specific feedback.

Hi @RehashDigital, thank you so much for your response! That's surprising to hear. This is what I've noticed so far as stand out functionality that HCP has vs Jobber - Customizable dashboard reporting and reports; Jobber only provides predetermined reports, and the only way to get more nuanced reporting is to export them all and reprocess the data in another app. - Pipeline view for the lead-to-invoice workflow, customizable and able to filter by tags and more. This is especially relevant to us as we can sort by area, types of service, etc., far more easily and so do things like process and schedule far more efficiently; Jobber only has individual pages for each step with a list view and limited filtering. We actually sent all this data to airtable via zapier so we could more fluidly organize and schedule. - More powerful and flexible request feature where clients can choose from the services in your pricebook, fill in the values (e.g., amount of windows), and have this transfer directly into an estimate you can produce for them; Jobber has an embarassingly simplified form that only transfers the name/address data. We'd probably get greater functionality from a google form and zaps. - Customizable intake form tool where you can create and order the questions to guide your sales/admin through the lead intake, and have the fields they fill out migrate to the client file; Jobber only has the client page view. - More robust client, sub-client, and multi-property organization allowing you to have auto-SMS/email go to one person and the job invoiced to another, as well as the ability to merge client files; Jobber creates duplicate clients through their form and is too simple when it comes to the hierarchy of contacts and clients - it's actually non-existent. - Far more customizable and complex automation for communications with diverse triggers, not to mention the ability to hyperlink; Jobber only has very specific times you can send messages, without any customization besides what the message says, whether it's sent or not, and no hyperlinking. - VoIP, being able to both call and chat in the software not just with your clients but your team, as well as the ability to tie multiple numbers to your main number so you can track the success of marketing campaigns (it auto updates the client file with the source of the lead). You can also embed a chat bubble on your website through which your clients can directly reach you; Jobber only has an SMS ability with your clients and virtually no marketing tracking. - VoIP & SMS recognize if incoming contact is a lead or client and triggers the opening of either the relevant client file or an intake form for quick processing of new requests or leads, removing unnecessary clicks and typing for your admin. - Not just estimates with optional line items like Jobber has, but more complex sales proposals with options for good/better/best packages, including templates; Jobber only has a linear estimate with optional line items. - Service plans to organize more complex maintenance/service schedules, not just weekly/monthly, but annually and with different services at different times; all I saw in Jobber was duplication of the same service. - Built-in capabilities for tech reporting and P4P, which I'm beginning to understand as the future of the home service industry, and necessary for attracting and retaining quality team members, but also having them perform at their best in a way the company profits; Jobber has only labour costs (which HCP also has) - Far greater functionality through the app in the field. I haven't seen much that Jobber has that HCP doesn't have, and HCP has all of these things, for the same price Jobber is charging for its grow plan... The main reason I first signed up for the grow plan was to be able to pay for other apps to fill these gaps, and so HCP is going to save us at least $6-700 a month and give us more. But again, hearing your confidence, I feel like I must be missing some very important things in Jobber, so I'd love to have a chat!

@@neiljohnson6017 great write up, im in the same boat. A lot of the features i want that HCP has at the middle tier, is only available on the Grow plan on Jobber for double the cost, and still is lacking some features... my contract with Jobber is up in September and I am looking to switch over.

Curious about Jobber being mentioned as more flexible and capable as well. I have been with Jobber for about a year now and am looking to move because it is just so limiting. I am just starting to look into HCP and have not began working with the software yet but it does seem to have a lot more features than Jobber. The price book and customer intake to me are massive features that Jobber has no answer for. Every time I contact Jobber customer service their answer is basically, sorry Jobber can not do that. I only have insight into 3 of these service softwares. Jobber, Service Titan and now HCP. To me it seems like Jobber is the most basic then HCP and then the most feature packed and by far most expensive is Service Titan. After a demo with Service Titan I noticed a lot of the “wow great features” are on HCP. Curious for feedback and your opinion Joe.

@@josephz7454 it depends on what kind of flexibility and budget you’re looking for/have - thats why I offer free consultations. Depending on your needs you can go the CRM route, specialized/integrated route, or full custom. Book a free consultation on my website since I’m curious on your feedback on which parts are limiting and I can give you some alternatives.

So happy you liked it, means a lot!

@@RehashDigital I'm starting a new handyman business now, when I stumbled across your channel. I'll use your expertise to help myself. Tomorrow, I have an appointment with Thryv... Growing up in the 80's, I'm now amazed at how business and marketing has evolved. Anyways, thanks for your contributions!

@brain1627 Thanks Larry! Happy to help - I've worked with some good techs at Thryv, send me a note with your business details at (info@rehash.tech) and I'll make sure they assign a good one to you! If you need any additional help, I also offer free 15-minute consultations on my site :)

It’s mostly good for operations. For lead gen/marketing I would recommend booking a demo with Thryv: emp.thryv.com/site/pjfmt6kuu4rwr127/online-scheduling?service=mzy45oskh02z5lhv or do a trial with Jobber: go.getjobber.com/edj8vbnzrgao $50 is nothing compared to the time or business you waste if you pick the platform that isn’t a good fit!

thank you ! 🙏

thank you for the info , im actually an SDR w housecall pro this was great info so when prospects ask me questions , ill just study this jaajajja@@RehashDigital

Thanks!

Do you feel like Housecall Pro is better than Jobber and Field Rocket? Field Rocket has a free version, but Jobber has more reviews. Housecall Pro is expensive

⁠@@Kas25Housecall Pro and Jobber have very similar price points. If Housecall Pro seems too expensive; it would be worth sticking to manual processes until you build your revenue to where it makes sense to invest in a solution; since it’s more work and cost to move from one solution to another (which is why some software are free).

Good to know! What made it better for your biz?

It’s my pleasure! Glad you found it helpful, more to come! Any suggestions on videos you’d find helpful around business & tech?

Thanks for the feedback! Which major features do you use most in FieldPulse? Can you also share the cost/which industry you’re in? Looking forward to reviewing them!

@@RehashDigital I am in the Air Conditioning trade. I utilize the price-book feature which enables me to instantly verify inventory with all the dealers I use. In addition to this the "Good Better Best" presentation incorporates all of the tax incentives available, this is huge. I can send my client a comprehensive proposal, verify and secure the equipment all within 2 minutes. This is a game changer. The "on my way" trigger sends a text message to my client with an eta, which can be adjusted by the tech if needed. They have many triggers that are automated. There are many other features. This is a full serviced comprehensive product that is fairly priced. Fieldpulse honestly minimizes my reliance on the back office to reach out and assure clients are kept informed. Check with "Chris Bair" my rep on pricing. I am not compensated in any way for this testimonial. I simply appreciate the product and the great support.

Thanks for the feedback! I’ve received it from others too and all my future videos no longer have any background music :)