THANK YOU SO MUCH!!! I have been struggling with which scheduling software to use. This video really cleared up a lot of things for me and made me think about what my business needs to expand in the next 6 months to 5 years.
Since switching from Housecall Pro to Markate my handyman business has saved so much money and still getting similar features between both CRMs. Markate's marking integrations help build strong customer relations and that's why I love using it!
Jobber actually now has an arrival window feature available when you are scheduling the job and notifying the customer of the date and time. However, Jobber is a bit expensive for where my business is at this time so I'm looking for an alternative.
Jobber is crazy expensive. It would be great if they offered just the scheduling service as an independent pay feature. They have rolled too many features into one service. So you end up paying a boat load and getting stuff you don't really need. Jobber was great in the early days.
I know, we're in the same boat. Trying to choose between Field Rocket (a free one we found) and Jobber. Jobber isn't free though, Field Rocket has been nice, super nice when in the field. But we're just on the free version but it's a big decision so we're still looking
Thanks for this info it was extremely helpful more than all the other videos out there , I’m still not sure which one to go with yet as a new small business and being a female this is all new but I’m definitely going to give it a shot . I don’t want an expensive right now so I like the more affordable option .
Hi Alethea, glad you found it helpful! I agree that Housecall pro not having a client portal is a bummer and hope they consider that feature in the future. It is tough to decide, I think trying out each one is really the only way to know which would suit you best. Congrats on your new business by the way! What do you do?
@@TheHandyManual lawn care services, my grand opening will be in May …. Considering I’m a small business in a new business HOUZZ PRO is more expensive for me so I have to choose one of the other three for now.
@@TheHandyManual I was also thinking I can send notification to my customers letting them know all appointments will be performed with in 2 - 3 hours of schedule time . Which one you recommend for small business I really don’t have the clientele right now ,but I have strong faith that my clientele will be built
That’s so awesome! I’m rooting for you! I think that’s a good workaround if the software you end up using doesn’t have arrival windows built into it. You could create an email or text template to send when scheduling clients with that messaging to reduce the repetitiveness on your end. Of the four, I’d say give Workiz a try. Their Lite plan is completely free and allows you to do all the basics - scheduling, estimating, invoicing, etc. Hope that helps. Let me know if there’s anything else I can help you with!
Hi, Which one would you recommend for a small 3 person electrical business? I'd like something with a good job estimator where I can send the client a job invoice. like to keep in under $200. I also use Quickbooks. Thanks!
I’ve been using razor sync for about 4 years. It’s kool because I’m use to it but some of these you discussed seem updated. Now it’s time to do some trial runs. Thank you 🙏
As far as workiz estimates and not having internal notes we just use excel sheets and Dropbox shared folder for our estimating sheets we've built and use in conjunction with the workiz estimate and we put our internal notes on the excel sheet we save. Works perfectly.
Any hints on how you made those estimating sheets, or is it just from time you added on to it? I’ve been having difficulty with estimating as I’m new to starting my own business
@@flip8910 For an exmaple see Determining OH and Prices ruclips.net/video/Wk4DrzsOD_I/видео.htmlfeature=shared and Job Estimating ruclips.net/video/SukeBEcZKRY/видео.htmlsi=xk-9D9h8qY6_yPMj and you can make Microsoft Excel spreadsheets with formula fields with your unique margins (OH + Profit) and sales tax (eg 0.06) so that when you enter in your equipment, material, and labor costs the spreadsheet will automatically give you your final sales price. You can save a blank spreadsheet after you build it so you can use it for every new job.
Cost per each is huge as well as tools assist users in automating data entry, pulling updated prices of materials and equipment. Housecall pro, you have to load your price book. I’ve been looking for a software that is easy to use, price book per zip code etc with labor and material costs. I’m a 1 man band sitting on 6 estimates currently. Hardest part is preparing, figuring out numbers, scheduling as well as working the field all day. All of these comparisons still doesn’t show US contractors the easy/fastest way to prepare an estimate. All the extra stuff is good but we all can go old school without “running late” etc/ “see the texts/calls”. Needed is 1 software that is simple, click, drag n drop, everything is in the price book to make estimates (hardest part) a BREEZE!!
I currently have jobber now but don't like the fact that each of my salesmen can see the request that I have assigned to each of them. (I only want them to see what is assigned to the specifically). Does anyone know of any other software that would be better (their pay is commission based)
Jobber completely ignores the fact we have sales people. Big oversight for an application that is supposed support medium sized businesses with more than 5 employees. There are no metrics for sales people...i.e number of quotes, quotes landed, etc. I've used jobber for almost 10 years and I have a number of beefs the platform so I'm looking for other options too. Don't get me started on partial refunds..lol.
U ever heard of FieldRocket? Just trialed it while considering Jobber and Housecall and was impressed... not sure what ill go with. What are your thoughts on Markate? Ive never really heard of it
Have you tried Field Rocket at all? Jobber looks cool, Housecall Pro is way too expensive, but they don't have a free plan like Field Rocket so I'm curious what your thoughts are? We're just small and don't want to break the bank, plus I heard Jobber charges per user and I don't think Field Rocket does?
Thanks for the video! Super helpful!
FYI, Around 6:12 you forgot to add a timecard for WORKIZ :)
I noticed that, too.
THANK YOU SO MUCH!!! I have been struggling with which scheduling software to use. This video really cleared up a lot of things for me and made me think about what my business needs to expand in the next 6 months to 5 years.
Any more insights you could share on Workiz or experience?
Since switching from Housecall Pro to Markate my handyman business has saved so much money and still getting similar features between both CRMs. Markate's marking integrations help build strong customer relations and that's why I love using it!
Love to hear it! What do you think of Markate’s mobile app?
I'm considering those two. What are your thoughts now between the two?? What are the cons of Markate??
Jobber actually now has an arrival window feature available when you are scheduling the job and notifying the customer of the date and time. However, Jobber is a bit expensive for where my business is at this time so I'm looking for an alternative.
If you like i can hook you up with a 20 min demo for Housecall Pro. It will explain to you every single feature.
Jobber is crazy expensive. It would be great if they offered just the scheduling service as an independent pay feature. They have rolled too many features into one service. So you end up paying a boat load and getting stuff you don't really need. Jobber was great in the early days.
@@LynxStarAuto Yeah... Thank the marketing team for that.
Markate has arrival windows on both new client set up or online booking.
Really?
I haven't been able to find this.
There is arrival window on mobile for Jobber 👍🙂
Good to know, thanks for your comment!
Thanks for putting this all together. Hard to make a decision that best fits our needs for a company just starting with so many options
I know, we're in the same boat. Trying to choose between Field Rocket (a free one we found) and Jobber. Jobber isn't free though, Field Rocket has been nice, super nice when in the field. But we're just on the free version but it's a big decision so we're still looking
Have you heard of or tried Field Rocket? Free version, been working good for us
Would markate be OK for an electrician? Need something good to help with job estimates.
which one you using?
Thanks for this info it was extremely helpful more than all the other videos out there , I’m still not sure which one to go with yet as a new small business and being a female this is all new but I’m definitely going to give it a shot . I don’t want an expensive right now so I like the more affordable option .
Hi Alethea, glad you found it helpful! I agree that Housecall pro not having a client portal is a bummer and hope they consider that feature in the future.
It is tough to decide, I think trying out each one is really the only way to know which would suit you best.
Congrats on your new business by the way! What do you do?
@@TheHandyManual lawn care services, my grand opening will be in May …. Considering I’m a small business in a new business HOUZZ PRO is more expensive for me so I have to choose one of the other three for now.
@@TheHandyManual I was also thinking I can send notification to my customers letting them know all appointments will be performed with in 2 - 3 hours of schedule time . Which one you recommend for small business I really don’t have the clientele right now ,but I have strong faith that my clientele will be built
That’s so awesome! I’m rooting for you!
I think that’s a good workaround if the software you end up using doesn’t have arrival windows built into it. You could create an email or text template to send when scheduling clients with that messaging to reduce the repetitiveness on your end.
Of the four, I’d say give Workiz a try. Their Lite plan is completely free and allows you to do all the basics - scheduling, estimating, invoicing, etc.
Hope that helps. Let me know if there’s anything else I can help you with!
Wow you’re amazing I hope more people can watch your video!!
Markate is best
Jobber now has arrival windows for their online booking platform.
Hi, Which one would you recommend for a small 3 person electrical business? I'd like something with a good job estimator where I can send the client a job invoice. like to keep in under $200. I also use Quickbooks. Thanks!
Have you tried Field Rocket? Been pretty good for us, we're small and started on their free version.
@The Handy Manual Hello, What is your opinion on BookingKoala? Is Markate a better choice?
Booking Koala is based out of Asia kind of weird, Field Rocket was built in Salt Lake Utah, been really solid for us.
I’ve been using razor sync for about 4 years. It’s kool because I’m use to it but some of these you discussed seem updated.
Now it’s time to do some trial runs. Thank you 🙏
If you like i can hook you up with a 20 min demo for Housecall Pro. It will explain to you every single feature.
Please hook me up with that demo
Great video. I was planning to make a video on the same topic but you covered it very well so no need for me to make one. Keep up the good work!
This video came out around 17 months ago so an updated video with their new features and prices would be helpful
do any of these whitelabel?
As far as workiz estimates and not having internal notes we just use excel sheets and Dropbox shared folder for our estimating sheets we've built and use in conjunction with the workiz estimate and we put our internal notes on the excel sheet we save. Works perfectly.
Any hints on how you made those estimating sheets, or is it just from time you added on to it? I’ve been having difficulty with estimating as I’m new to starting my own business
@@flip8910 For an exmaple see Determining OH and Prices
ruclips.net/video/Wk4DrzsOD_I/видео.htmlfeature=shared and Job Estimating
ruclips.net/video/SukeBEcZKRY/видео.htmlsi=xk-9D9h8qY6_yPMj and you can make Microsoft Excel spreadsheets with formula fields with your unique margins (OH + Profit) and sales tax (eg 0.06) so that when you enter in your equipment, material, and labor costs the spreadsheet will automatically give you your final sales price. You can save a blank spreadsheet after you build it so you can use it for every new job.
Cost per each is huge as well as tools assist users in automating data entry, pulling updated prices of materials and equipment. Housecall pro, you have to load your price book. I’ve been looking for a software that is easy to use, price book per zip code etc with labor and material costs. I’m a 1 man band sitting on 6 estimates currently. Hardest part is preparing, figuring out numbers, scheduling as well as working the field all day. All of these comparisons still doesn’t show US contractors the easy/fastest way to prepare an estimate. All the extra stuff is good but we all can go old school without “running late” etc/ “see the texts/calls”. Needed is 1 software that is simple, click, drag n drop, everything is in the price book to make estimates (hardest part) a BREEZE!!
I currently have jobber now but don't like the fact that each of my salesmen can see the request that I have assigned to each of them. (I only want them to see what is assigned to the specifically). Does anyone know of any other software that would be better (their pay is commission based)
If you like i can hook you up with a 20 min demo for Housecall Pro. It will explain to you every single feature.
Jobber completely ignores the fact we have sales people. Big oversight for an application that is supposed support medium sized businesses with more than 5 employees. There are no metrics for sales people...i.e number of quotes, quotes landed, etc. I've used jobber for almost 10 years and I have a number of beefs the platform so I'm looking for other options too. Don't get me started on partial refunds..lol.
Have you heard of service Titan? They may be more suitable for you the company I'm working for now uses them pretty clean layouts too
Im in the same boat. I don't want salespeople to see ALL of the customers or other sales peoples customers...
That's good then, competitive spirits win! Transparency is good
I use house call pro house call pro is awesome in so many ways
Yeah but Kind of Pricey
Housecall pros doesn’t have customer portal !! And that’s a major down .
Don’t they have online booking and a spot where they can go in and pay invoices? Got a demo today and likely will be switching from Jobber. Thoughts?
House call pro charges too much and structures its buy in levels impracticaly.
jobber and housecall pro are the same price $65 and $169. What other service software is cheaper with same stuff?
@@pridemechanical815
@@Jackboy497did you end up making the switch?
@@stacy7040 Nope I decided to stick with Jobber
Markate seems like the winner for me
Fantastic video! Thanks!
which software do you prefer works more helpful for you
If you like i can hook you up on a 20 min demo for Housecall Pro. It will explain to you every single feature.
I'm a one man show window and gutter cleaner. What would you say to me before I choose either Markate or Housecall Pro? Thanks for the video!
U ever heard of FieldRocket? Just trialed it while considering Jobber and Housecall and was impressed... not sure what ill go with. What are your thoughts on Markate? Ive never really heard of it
Very helpful! Thank you so much!
Thanks for the very helpful insights.
Have you tried Field Rocket at all? Jobber looks cool, Housecall Pro is way too expensive, but they don't have a free plan like Field Rocket so I'm curious what your thoughts are? We're just small and don't want to break the bank, plus I heard Jobber charges per user and I don't think Field Rocket does?
You didn't mention thryve.
Thryv is terrible and doesn’t even compare to these other crms. I used thryv for 6 months and it was terrible for a service business.
Jobber is too expensive and way overpriced for what it offers. It’s basically an invoicing app with a few extra features. No value at all