The Lead Leak Checklist

• Jobber: Settings > Automations > Quote follow-up. Up to two follow-ups, by email or text, on the Connect plan and up.
• Housecall Pro: Pipeline > gear icon > Estimates. It can resend an estimate after a set number of days, up to three times, then mark it declined. Pipeline is not on every account.

Source: help.getjobber.com/en/articles/automations, help.housecallpro.com/en/articles/6185127-getting-started-with-pipeline

• Housecall Pro: Settings > Notifications > Customer > Invoices > Reminder. Pick how often and how many (1 to 10).
• QuickBooks Online: Settings > Account and settings > Sales > Reminders > turn on Automatic invoice reminders. Up to three reminders, before or after the due date.
• Jobber: Settings > Automations > Invoice follow-up. Up to two, on the Connect plan and up.

Source: help.housecallpro.com/en/articles/4249157-how-do-i-set-up-invoice-reminders, quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/send-invoice-reminders-automatically-manually/L84cQjpxo_US_en_US, help.getjobber.com/en/articles/automations

• Housecall Pro: by default a request goes out when you tap Finish on a job. Timing is under Settings > Notifications > Reviews.
• Jobber: Reviews is part of Jobber's Marketing Suite, listed as a $99/mo add-on on its pricing page. Requests can go out when a job closes, a visit is done, or an invoice is paid.

Source: help.housecallpro.com/en/articles/2637765-reviews-overview, help.getjobber.com/en/articles/reviews-marketing-tools, www.getjobber.com/pricing

• Two apps that do the same thing (two scheduling apps, or a reviews app on top of a job app that already asks for reviews) is the easiest money to find.
• Print your software bill to see each app you pay for side by side. It takes a few taps and needs no signup.

• QuickBooks Online: Simple Start shows $19/mo as 50% off for 3 months. The regular price is $38/mo.
• Google Workspace: the page offers up to 50% off the first 3 months, then lists Business Starter at $7 per user a month. Google's footnote on that price calls it an introductory price for new customers (first 20 users, 12 months), with standard pricing after that, and it sits next to a 1-year-commitment option. Check what you'll pay in month 13.

Source: quickbooks.intuit.com/pricing, workspace.google.com/pricing

• Housecall Pro Basic: $79/mo billed monthly, or $59/mo billed yearly.
• Jobber Core: $49/mo with no commitment, $39/mo with a 1-year commitment, or $29/mo billed yearly.
• Read the exit terms first. Jobber says a yearly plan is paid up front and isn't refunded if you cancel midyear, and a 1-year monthly plan keeps billing until the 12 months are up.

Source: www.housecallpro.com/pricing, www.getjobber.com/pricing

• Jobber: each added user is $29/mo.
• Housecall Pro: Basic includes 1 user, Essentials 5, and Max 8. Max adds $35/mo for each user after that.
• Check the user list against who still works for you.

Source: www.getjobber.com/pricing, www.housecallpro.com/pricing

• Jobber Payments: 2.9% + 30¢ for online card payments, 2.7% + 30¢ for Tap to Pay, 1% for bank (ACH) payments, and 1% more for instant payouts.
• Housecall Pro: card processing from 2.59%, and a 1% fee on bank payments.
• Look at last month's fees in your payments report and check them against these rates.

Source: www.getjobber.com/pricing, www.housecallpro.com/pricing