Recent Discussions
Funding for a business with less than $100 k in revenue
I have been in the US for 4 years now and my business is 2 and a half years old. I pour everything I had in it and my wife is taking care of all our living expenses. We have a road map and a plan that seems to be working but I can't get out of that loop without funding to implement what we know works. Does anyone have any advice on how to get at least 15k to help us go to the next level?
Invoice Due Date
Jobber currently lacks a lot of options to set the invoice due date. We run a cleaning business and have set the default Due Date that caters for 65% of of our business. The rest of the customers we need the due date to either be 20th of the following month, 20th of This month of 30 days from date of invoice. This needs to be set at a client level. We have these options in Xero however we make use of Jobber to generate our invoices and sync it to Xero. I have raised this multiple times with Jobber but it is not on their roadmap. Hoping there are more people out there with the same requirement to help boost this post so that Jobber can do something about it. Unless someone has found another way to do it. this will save at 10 hours a month of man hour to change every invoice.
Annual price increase reminders
Howdy! How do you guys keep track of annual price increases? It looks like we can set an invoice reminder but I worry that will get lost in a sea of daily invoice reminders. Currently we use internal notes but we continue to miss accounts. We're issuing about 30 increases every month. Would love your ideas!Invoice update via API
Jobber does not allow invoices to be updated and closed/marked as paid from externally. We use Xero as our main accounting system as it hooks into or bank. Every time we mark an invoice as paid in Xero, we need to manually close the corresponding invoice in Jobber. I have raised this multiple times with Jobber but it is not on their roadmap. Hoping there are more people out there with the same requirement to help boost this post so that Jobber can do something about it. Unless someone has found another way to do it. This will save at 30+ hours a month of man hour to change every invoice.
Purchase Orders, have you found a way to do them in Jobber?
Has anyone come up with an inventive way to create purchase orders in Jobber? I want an official looking form to email to my vendors and want to leave it open until the goods arrive. I'm thinking about creating a quote with a custom field for PO Number. I would have to create my vendors as clients and the PO I send them would say quote on it but I haven't found a better way. I looked at other software that integrates (or imports exports part info) but they are either pricey or clunky! Any thoughts!?
