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Jobber vs Formstack Documents: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Jobber medium Failure Risk for Formstack Documents low
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Comparison Summary

This comparison report of Jobber vs. Formstack Documents is based on a specific set of business needs and context. The comparison uses 5020 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Jobber and Formstack Documents

Jobber, ServiceTrade, ServiceM8, etc., belong to a category of solutions that help Field Service Management, whereas Formstack Documents, Cognito Forms, Formplus, etc., belong to a category of solutions that help Other Demand Generation. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Jobber covers Sales Document Management with E-Mail, Helpdesk Management with Phone Calls, Engagement Management with E-Mail, Workflow Management, etc.

Formstack Documents focuses on Sales Document Management, Workflow Management, Helpdesk Management, Engagement Management with Phone Calls, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Jobber

Focus area

Jobber is better than Formstack Documents for

Software Failure Risk

  • medium

logo Formstack Documents

Focus area

Formstack Documents is better than Jobber for

Software Failure Risk

  • low

About

Jobber: The #1 Service Scheduling Software & App

Document Generation & Automation | Formstack

Age

2006

Financials

SERIES A

PRIVATE

Business Need

Total Processes
(we found evidences for)

56

30

Total Goals
(we found evidences for)

11

7

Top Processes

Evidences indicate better relative satisfaction

sales document management

Read Reviews (298)

Read Reviews (128)

proposal & quote management

Read Reviews (243)

Read Reviews (49)

contract management

Read Reviews (37)

Read Reviews (55)

digital signature

Read Reviews (20)

Read Reviews (20)

engagement management

Read Reviews (82)

Read Reviews (8)

engaging and following up

Read Reviews (74)

Read Reviews (5)

helpdesk management

Read Reviews (67)

Read Reviews (45)

contact list management

Read Reviews (39)

Read Reviews (8)

contacts history

Read Reviews (22)

Read Reviews (1)

tracking contacts

Read Reviews (2)

Read Reviews (0)

workflow management

Read Reviews (36)

Read Reviews (37)

communication management

Read Reviews (23)

Read Reviews (6)

sending & publishing communications

Read Reviews (12)

Read Reviews (5)

tracking & monitoring communications

Read Reviews (4)

Read Reviews (0)

billing and invoice management

Read Reviews (21)

Read Reviews (0)

customer feedback management

Read Reviews (13)

Read Reviews (2)

measuring customer satisfaction

Read Reviews (3)

Read Reviews (0)

campaign management

Read Reviews (10)

Read Reviews (2)

training & onboarding

Read Reviews (10)

Read Reviews (5)

generation of new leads

Read Reviews (9)

Read Reviews (8)

rating and review management

Read Reviews (4)

Read Reviews (0)

relationship management

Read Reviews (3)

Read Reviews (0)

lifetime value management

Read Reviews (3)

Read Reviews (0)

payment management

Read Reviews (2)

Read Reviews (0)

personalized marketing

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (0)

lead qualification: technographic

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (2)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

referral management

Read Reviews (2)

Read Reviews (0)

knowledge management

Read Reviews (2)

Read Reviews (0)

business development

Read Reviews (2)

Read Reviews (0)

content management

Read Reviews (1)

Read Reviews (2)

products & pricelist management

Read Reviews (1)

Read Reviews (3)

conversion management

Read Reviews (0)

Read Reviews (2)

customer case management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve internal communications

  • Enter new markets internationally or locally

  • Launch new products

  • Build brand awareness

  • Improve stakeholder relations

  • Improve consistency

  • Scale best practices

  • Grow market share

  • See 8 more

  • Increase sales & revenue

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Improve internal communications

  • Improve digital and social presence

  • Improve ROI

  • Launch new products

  • See 4 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • point of sale

  • website

  • chat

  • mobile

  • promotions

  • causes and charity

  • user generated content

  • See 7 more

  • e-mail

  • phone calls

  • offline

  • point of sale

  • website

  • chat

  • mobile

  • promotions

  • causes and charity

  • user generated content

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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low

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Migration Risk

low

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low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting