SALES FEATURES
From the initial call to the signed proposal, Jobba's sales tools help you close faster and sell smarter.
EASY-TO-USE CRM
Intended for the entire roofing company’s use, Jobba’s Sales Roofing CRM provides a centralized view of all lead, prospect, candidate, and client info in a filterable and searchable format.
Access everything you need related to a specific company in one place including contact info, notes, communication history, inspections, proposals, and more. Users can also create an unlimited amount of custom fields to store important data.
SALES FUNNEL & DEAL TRACKING
Jobba offers a number of tools to allow you to effectively manage all project stages. You can track costs, schedule crews and view upcoming jobs — all in one place. Use Jobba’s Deals tool to track sales opportunities from initial inquiry to the final signature. Easily stay on top of deal date dues, estimated close dates, probability of closing and more.
ESTIMATES / PROPOSALS
Using inspection data captured in the field, we provide a seamless way to go from inspection to estimate faster than ever. Branded with your company’s logo, the auto-compiled proposal includes detailed service costs, budgeting information, a work authorization form, terms of service and more.
E-SIGNATURES
Jobba’s electronic signature feature allows you to enter job or customer information, send the proposal to customers via email (or sign on-site) and close the deal quicker.
lead generation
Generate new business with Jobba’s built-in connection to the Pegnato Roof Intelligence Network (PRIN).
With the Jobba/PRIN connection, you are able to see some of the nation’s largest property management companies in Jobba and be notified when they put out bids for work. Just by being in the Jobba network you can bid on jobs or have requests for jobs sent directly to you.
ONLINE CLIENT PORTAL
Jobba Connect grants contractors and their customers access to their complete document history, as well as provides them with the ability to view/add/update all contact and property information, review and approve proposals and service requests, pay invoices and more.
VENDOR MANAGEMENT
Access a centralized view of all vendors in a filterable and searchable format. Manage vendor information for subcontractors, manufacturers, suppliers, insurers, tenants and more.
