Recent Content
Stage/Progress Payments
Sorry if this question has been asked, i couldn't see anything when searching. We are a Electrical and Solar contractor and I'm trying to find the best way to do stage or progress payment invoices on a job. For example on Solar project we like to do a 10% deposit to cover admin, permitting etc. This is easy in jobber. After that we like to do a 50% of project invoice after equipment is delivered to site then a final 40% invoice on completion. I don't see a great way to do this and and pull of the project total. Any advice would be greatly appreciated. Thanks Sean
Jobber Failing to update features
I have contacted Jobber on multiple occasions. We mow seasonally.We need an option to turn the routes off during the winter. Currently we have to go through each customer at the beginning of the Spring season to move the start date, in order to clear the "late visits" The other thing they need to do like Service Auto Pilot, is allow you to skip a week. If it is during acrought and some yards do not need mowed and get skipped, we need to be able to hit skip. The customer should not be charge and it would pick up on the schedule to following week. I have also contacted them about mows from many months earlier that have already been paid, randomly appearing on numberous customer's invoices.
Non billable hour tracking in Jobber (time clock workarounds)
I use Jobber and am finding the Time Clock feature too limited for my needs. While I don’t plan on switching from Jobber any time soon, I wanted to reach out to the community to see what others have done in this situation. I can’t imagine I’m the only one facing this issue. My main concern is that the "General" time clock category hides too much information. Having only the options for clocking "Job Time" or "General" time leaves a lot of room for error, in my opinion. For example, when a team member has a slow day and completes various "overhead" or "non-billable" tasks, it all gets lumped under "General" time. For our company, these tasks include picking up chemicals from a supplier, fixing a headlight on a truck, delivering door hangers, etc. Relying on team members to make their own notes after the fact or expecting an admin to remember these details later feels unsustainable. If we see that a team member has clocked 5 hours on a job and 3 hours under "General" time, it could easily be mistaken for them simply forgetting to clock out for the day. My team is small, but I imagine this issue is even more pronounced in larger teams. Can anyone suggest workarounds or solutions they’ve found? Maybe I need to put more focus on verifying these manual adjustments, but that feels quite labor-intensive. Thanks!Jobber Campaigns Tips and Tricks
I love the Campaigns feature. I build a newsletter with it every month and I only sent it to clients to haven't booked with us for over 4 years at first, then each month I drop the months since serviced section down to raise the number of past clients reached. I do this so I don't overwhelm the phone lines, and eventually I will just have all the clients get it each month. I also tag my unsubscribe clients so they will never get a newsletter in the future, since right now each month is a one off campaign. I can adjust the filters to keep them out of the loop. I wish there was a way to add a gif file though. I add Before and After pics that I edit together on Canva, which is doing the trick for now to get the point across. One more tip that I've been playing with for my newsletters is using Dall.e on Chat GPT to create a header image that will be specific to our industry. I'd love to hear any other tips and tricks!
CASH-BASED Companies: Handling "Bad Debt"
I have a question for other companies set up with cash-based accounting, regarding how to handle old unpaid invoices. Since we cannot write off bad debt as accrual-based companies can, how do you process it? I want to clear these unpaid balances out of our Jobber & Quickbooks open invoice reports (since they are so old and were sent to collections), but I still want to be able to see if a previous customer did not pay his/her bill. If I use the "Bad Debt" line item (that I think was a default in Jobber) it shows up as an expense on our P&L, which is not correct.
Automated Campaigns in HVAC
We'd like to start using the automated campaign feature to contact our clients when they're due for servicing, and I'm wondering if anyone has done this with their HVAC business so far and has some tips on how to set it up. Tags seem to be the best way to sort clients in Jobber but how do you tag or sort clients so the right clients are getting the right reminder at the right time? Thanks in advance!
