Software
We own a general contracting company which uses Jobber but we will be starting a separate electrical contractor company this year, the previous electrician we're bringing on used Joist for his CRM/Invoicing. His "price book" was all in his head since he owned the business and did all of the invoicing himself. We would like to create or set up a price book and use flat rate pricing. We did a demo with Housecall Pro and we liked the ability to integrate Profit Rhino as well as mark up/down as needed. It does not look like Jobber has this ability so we might not set up the new company with Jobber. I saw we can import a CSV file with our products but Housecall Pro seems to be able to update prices/costs automatically all within the system. What other software have you electrician companies used that provides this service? If you have used Housecall Pro, any downsides we should keep in mind? The CEO/owner of the GC company was sitting in on the demo for Housecall Pro and really liked the Pipeline feature, which Jobber also does not have. So we're thinking about switching both companies over to Housecall Pro. All back-end accounting will be handled by QuickBooks Online so mainly need to worry about CRM/invoicing and tracking job progression from lead to completed job.