Office Functionality: How ServiceTitan and Jobber Match Up

When comparing FSMs, we spend a lot of time thinking about mobile capabilities, and to be sure, they’re among the most important features to consider when choosing service business software. (We’ll get to them in the next section of this post!) 

But office functionality—the capabilities that allow a company’s command center and clearinghouse for data and intelligence to run at optimal capacity—is no less vital. 

Below, we’ll examine what separates ServiceTitan’s and Jobber’s office functionality in a handful of key areas.

Integration of Core Business Functions

One of the major differentiators between ServiceTitan and many competitors, like Jobber, is that rather than offer a collection of somewhat disconnected basic features—dispatching, contract management, scheduling, invoicing, work order and workflow management, and the like—ServiceTitan furnishes a comprehensive platform designed to seamlessly integrate all of a service company’s core business functions.       

This includes not only the fundamentals, like the features we just mentioned, but also advanced and highly specialized functions that service contractors using less cutting-edge FSMs end up having to outsource or pay extra for. 

These include:

• Pricebook: ServiceTitan offers a range of pricebook options, allowing users to build their own pricebooks from scratch or work from a variety of fully customizable, pre-built templates. Contractors using ServiceTitan can even create pricebook rules to vary what they charge for services depending on factors like zip code and travel distance.

Whatever the case, ServiceTitan pricebooks are fully integrated with users’ other business functions, so that contractors can automatically draw on pricebook data when creating invoices or work orders—ensuring that they accurately calculate the profitability of every job—or presenting Good, Better, Best options to homeowners during sales presentations. 

• Equipment catalogues: Similarly, ServiceTitan allows contractors to integrate equipment catalogues from their favorite manufacturers, like Carrier, Bryant, Lennox, Amana, American Standard, Dalkin, Goodman, and Dynamic ACS. These catalogues are automatically updated, so that contractors and their employees can be sure that when they’re pricing jobs and sharing options with customers, they aren’t looking at outdated information.  

• Marketing: With ServiceTitan’s Marketing Pro feature, contractors can draw on all of the customer information that the software stores automatically to create surgically targeted marketing campaigns, reaching the right customers, at the right time, with the right message to increase average ticket price, close more outstanding bids, and increase the bottom line. For many contractors, ServiceTitan’s marketing capabilities eliminates the need for third-party marketing hires, while also reducing the need to constantly come up with fresh leads.   

• QuickBooks: ServiceTitan offers QuickBooks integrations for both mobile and desktop users. Both work great, but our desktop (office) integration is especially robust, offering simultaneous two-way syncing so that business owners can be sure that all of their data is fully up to date, 100 percent accurate, and consistent across all their records. 

Jobber’s offerings in each of these categories vary, but none are as powerful, comprehensive, or fully integrated as the features found in ServiceTitan. Jobber’s pricebook features aren’t nearly as customizable, while the software offers no equipment manufacturer catalogue integrations at all. 

The software has very limited marketing features and a much weaker QuickBooks integration, which offers only mobile integration—and no two-way syncing. This requires significant manual effort to monitor and maintain accurate data between their platform and QuickBooks. And it also introduces room for errors to occur. 

User Capacity

User capacity is an important factor to keep in mind when comparing the sticker prices of competing FSMs like ServiceTitan and Jobber. While ServiceTitan might appear to be more expensive, subscribers get access to the product for an unlimited number of office users. At a certain point, Jobber users will need to pay extra for additional office users to access the product. 

Membership Plans and Recurring Services

ServiceTitan provides unrivaled flexibility when it comes to membership plans and the recurring services that accompany them. While our software offers a variety of prebuilt recurring services templates, they are fully customizable, allowing business owners to add and subtract services, and make home service calls more or less frequent according to the needs and preferences of their company and their customers. 

Jobber, too, offers recurring service plans, but they are significantly less flexible and customizable. Unlike ServiceTitan, which allows subscribers to build and edit membership plans via mobile app with iPhone, Android, iPad, and other iOS devices, as well as desktop computers, Jobber users are limited to desktops in handling their membership services needs. 

Resources for Growth         

While most CRMs, like Jobber, offer basic tech support, ServiceTitan’s support resources are designed to help our users get the absolute most out of our product so that they can truly optimize their business performance.

ServiceTitan’s resources for growth include TitanAdvisor, an automation-enabled best-practice consultant that helps contractors customize our software to best suit their business. Contractors can tap TitanAdvisor for progress monitoring, guided setups on virtually each and every ServiceTitan feature, and more.

In addition, ServiceTitan offers contractors a wealth of business intelligence, in the form of podcasts, playbooks, blog posts, webinars, and other media, providing business owners with the knowhow not only to make the most of our software product, but to implement the business practices that will take their company to the next level.

Mobile Capabilities

An FSM like ServiceTitan, with advanced mobile capabilities, can make a tremendous difference in the performance of a service contracting business. Our mobile software offers features including:

• Real-time SMS texting between all of a company’s employees—owners, managers, CSRs, techs—providing advanced API for instantaneous communication to do things like verify the availability of materials, confirm schedules, and double-check the compatibility of equipment.

• Customizable mobile alerts, which can be programmed to keep owners and managers abreast of operational status—letting them know, for example, when a potential big-ticket job comes in, so that they can keep an eye on the process and give themselves the best possible chance to close. They’re also great for follow-ups.  

• Offline visibility that gives ServiceTitan users visibility into all of the information they need to do their job, as well as all of our platform’s tools—like Good Better Best presentations and custom package builds—that help them perform their very best work (even when they’re in an area without cell service or wifi). 

• GPS Tracking, which gives contractors the ability to keep their techs accountable by allowing them to track their progress from job to job over the course of the day.        

• Mobile views that can be customized to furnish techs with individualized settings, ensuring that they have all of the functionality they need to perform their best work, without extraneous distractions that might reduce their efficiency.

While Jobber has (generally less developed, less flexible) versions of some of these features, others aren’t available at all. Still others involved additional equipment and/or add-on costs, driving up the expense of the product.          

Reporting Features

We’ve written previously about some of ServiceTitan’s employee performance-related reporting tools, like our Performance Scorecards, which provide business owners with detailed data about each worker in a variety of customizable metrics, and our Field Reporting Dashboards, which furnish real-time updates from out in the field pegged to similar metrics.

But we’ve talked to more than a few contractors who’ve had the opportunity to test drive both Jobber and ServiceTitan. And when it comes to reporting, the differences they tend to highlight generally have more to do with the relative strengths and weaknesses of each product at viewing and analyzing a company’s financial performance.  

ServiceTitan offers some 30 built-in reports that come standard with the software—profitability, job costing, and working hours-related reports are just a few of the most popular—plus the ability to build and customize reports to suit highly specific needs. In combination, these reports furnish focused, detailed intelligence on a wide range of KPIs, providing contractors with actionable, real-time insights.       

ServiceTitan reports can facilitate a deeper, more comprehensive understanding of things like:

• Marketing ROI: which strategies are working, perhaps warranting additional investment, and which are resulting in money down the drain.

• Sales Process Efficacy: where, how, and why their business might be leaving money on the table—and how to adjust.   

• Revenue Trends: when and from where cash is coming in the door, and how to adapt business operations to best take advantage. 

In some cases, Jobber might appear to offer similar functions, but in practice, ServiceTitan’s reporting features operate very differently. One of the most notable reasons for this is that because ServiceTitan integrates all of the disparate elements of a service business, the data underlying ServiceTitan reports is easily accessible to users, providing for full transparency. 

Contractors can drill down into any element of a report to understand exactly where their numbers are coming from, and rest easy knowing that they can trust them. As a result, business owners can be confident making decisions based on the reports generated in ServiceTitan. 

In Jobber, the ability to build custom reports from targeted filters is much more limited. And the results tend to be less precise, requiring considerable additional manual input from contractors and their employees to get the information they’re looking for. Similarly, Jobber’s reports aren’t designed to allow subscribers to drill down on the underlying data, potentially leaving contractors unsure about its accuracy—or to verify it themselves, which can be tedious and time-consuming.     

Conclusion

As we noted at the start of this article, perhaps the most challenging thing about shopping for the right FSM is that many competing products tend to look similar at surface level, even when the differences are truly vast.

Such is the case when it comes to Jobber and ServiceTitan, particularly in the key areas of:

• Office functionality

• Mobile capabilities

• Reporting features

If you’re looking for a basic field service management solution, designed primarily for the purpose of scheduling and dispatching, Jobber might make sense. 

But for contractors who need an FSM that is going to help them streamline and fully integrate all of their core business functions, while driving revenue growth through increased efficiency; smart, targeted email marketing campaigns; and increased close rates and higher average ticket prices, a more advanced, mature FSM like ServiceTitan is probably going to be the better bet.

Discover what ServiceTitan can do for your commercial or home service business. Schedule a call to get a personalized demo of our software today.