AI TOOL PROFILE
JobCloser: Field Service Management Software
- Operations
- Field Service Management
- Service contractors
- Home service businesses
- Trade businesses
- Subcontractors working with home builders
Pricing
Paid tiers include Office Pro starting at $250 (up to 4 users), and Pro and Headquarters Pro plans at $500 (up to 10 users). A free plan is available for invited subscribers.
At a glance
- Best for
- Service contractors, Home service businesses, Trade businesses, Subcontractors working with home builders
- Key use cases
- Field-to-Office Billing, Trade Partner Collaboration, Route Planning, Operational Analysis
- Integrations
- QuickBooks, HOMESapp
- Official website
- Visit jobcloser official website
How AI is used
JobCloser is a field service management tool designed for contractors and trade businesses to organize daily operations. It combines customer relationship management (CRM) with tools for scheduling, dispatching, and financial tracking, providing browser-based access and mobile apps.
The software supports a wide range of trades, including HVAC, plumbing, landscaping, and electrical work. It supports the workflow from initial quote to final payment, which may help businesses reduce manual paperwork after completing a job.
Buyers should note that the platform includes an AI assistant called Orbit AI for tasks like report analysis and email drafting. Depending on the business size, users choose between tiers based on user count and AI credits.
Integration with HOMESapp is available, which is designed for subcontractors working with home builders and general contractors to exchange POs and review schedules.
Key Features
Orbit AI
Supports smart quoting, schedule assistance, forecasting, and report analysis.
Quoting and Invoicing
Supports the creation of branded digital quotes and invoices that can be sent from the field.
Scheduling and Dispatch
Includes tools for geolocation scheduling and route optimization to manage field teams.
Job Costing
Tracks actual job costs to provide visibility into profitability and KPIs.
Mobile Applications
Dedicated apps for iPhone, iPad, and Android for managing jobs and payments on-site.
Customer Management
A built-in field service CRM to track customer data and communication.
Use Cases
Field-to-Office Billing
Sending professional invoices to customers after a job is completed using the mobile app.
Trade Partner Collaboration
Using the HOMESapp integration to accept work, exchange POs, and submit quotes to home builders.
Route Planning
Applying route optimization and geolocation scheduling to organize technician visits.
Operational Analysis
Using Orbit AI to analyze business reports and forecast revenue based on business data.
Integrations
- QuickBooks
- HOMESapp
FAQ
Who can use the JobCloser free plan?
- The free plan is available for invited subscribers who are connected to qualified home builders.
What does Orbit AI do in JobCloser?
- Orbit AI supports smart quoting, schedule assistance, revenue forecasting, report analysis, and email composition.
Does JobCloser have mobile access?
- Yes, it provides dedicated mobile applications for iPhone, iPad, and Android devices.
Can JobCloser integrate with accounting software?
- The platform supports integration with QuickBooks.
Source category: Operations
Source subcategory: Field Service Management
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