Jobber vs QuoteWerks: Which is a better fit?

Nichole F.: My name is Nichole. I'm the owner and operator of My 3 Daughters, LLC. It's a cleaning and home service company. And I give Jobber a five-star review. I was using Google Workspace and FieldPulse. It just weren't integrating as well for my day-to-day process as I would like. I chose Jobber because I liked all the additional bonuses it has. I like the photographs. I like the designated phone number. I like that I can chat back and forth in the app with the customers through text message or a phone call. I like that I can let my employees see what I want them to see. I don't have to give them all the information. There's so many things that I like actually. There's not one thing that I dislike about the app. I like that there has the GPS location for when they clock in and out. And I like that the clients can also, as well, see that my employees are at the place of work at when they say they are. It was very easy to onboard Jobber. There is a import and export feature, which made it very simple. Pretty much just click the button, and everything is there. I recommend starting out with the Core plan because you can always downgrade if you don't need any of the features, but it's nice to see what it actually can do from the start. I started off a little lower, and then worked my way up, and I regret it. The Core plan has a lot of really good, cool features that you don't really want to miss out on.

Michael S: My name is Michael, I am a senior product manager. I work in the IT industry, specifically in digital signage. And on QuoteWerks, I would rate them as a four out of five. So the two products that we reviewed in conjunction with working with a invoicing program was Invoice To Go and another platform called Peachtree. Invoice to go had a recurring model, that wasn't something that we were interested in. We were looking for something that we can own the software and have a perpetual license. And then for Peachtree, we used to use that in our accounting team. Still do, but the quoting was very complex, little too complicated. And for a sales team of about 10 people would have been more training required. So QuoteWerks was the platform we ended up going with simply for a couple of reasons. One, training. The software is really easy to use. We have a pretty robust team of about 10 salespeople, and I think it was a one hour session of about an hour and a half to get them all up and running. Outside of that, the pricing model was a lot more flexible. They did have a cloud, or SAS model. We did look at that, and we ended up opting for the perpetual license where we paid for a one-time subscription fee. The software is something that we own. It came with a year warranty, which was nice, so we got ongoing training. And we can renew that as needed. But we really liked the options for the on-premise model and ended up going with QuoteWerks cause they were the only ones that had that. So our primary integration for this was with Peachtree, ironically. We needed to pull part numbers and information from there so we could display it inside of QuoteWerks, which was relatively seamless, not really any issues or complications. The other was integrating with our CRM, which we use ACT to maintain that database, another interface that was pretty easy and straightforward. It logs all quotes and saves them inside the notes section, so you're not having to double enter-anything. And for onboarding, was straightforward. We did a single training session. One of their sales team, rather their training team came into our facility, sat down with us. And we did in-between about an hour and two hour training session. And then I think admins got a little bit of a separate one for some backend and database management. But after that the team was pretty confident. And even during that training, we were able to modify and custom create an entire template and layout for our company, for the quotes themselves. So things to look at when considering a quoting system, like QuoteWerks would really be to see what type of model you prefer. If a lot of the existing systems you have in-house are already on premise, where you own the software and it's hosted on a server there in your facility, it's really a good model for that. If you think you're leaning more towards something that has a lot more of software as a service, meaning a lot of your other systems do that, something like Salesforce and so forth, and you want more of a cloud integration, there might be other options out there that might maybe be better for you. But in all honesty, for the pricing model and some of the flexibility they have, those were probably the two areas that meant the most to us, and probably might mean the most to you.