Recent Discussions
Advice adding the credit card service fee to invoices
Hello Jobber Community! I'm an operations contractor for a Denver-based tree care company, and I'm hoping to crowdsource some insight... Does anyone have advice on how to best navigate charging clients for credit card processing fees? I actually just discovered today that it is not illegal in the state of Colorado (as well as many other states) to add that 2ish% credit card service fee to invoices, and I’m hoping to hear your experiences or strategies. Currently, Jobber doesn’t have a feature to automatically apply a designated service fee when clients choose to pay with a credit card through the digital invoices we send. This creates a few challenges: We’d need to ask the client ahead of time how they plan to pay so we can manually add the service fee to their invoice. Totally fine.. except... If they tell us they want to pay by credit, but decide to pay by debit after they've been invoiced, it creates an administrative mess—we’d have to issue a refund, send a new invoice, reverse transactions in QuickBooks, and add weeks to securing that revenue once and for all. Woof. How do you all manage this in your business? Do you: Absorb the cost of credit card fees as a business expense and increase the cost of your services? Offer a “cash discount” instead of a service fee? Use another tool or workaround to handle these situations? My goal is to make sure we're being as transparent as possible with our clients, continue offering competitive bids, protect our revenue, and keep our administrative overhead as lean as possible. Any advice or insights would be super helpful! Thanks in advance for sharing your thoughts!
Setting up subscription model-based invoice
I operate an MSP, and use Jobber for invoicing/quoting/booking. We would like to automate the invoicing for our clients for their monthly dues, and set everything up to charge their card on file each month. From my understanding, this can only be done my scheduling a monthly visit/job. Is there a simple way to setup recurring invoices?
Invoice and getting paid for two entities LLCs
We have two different LLCs, Nieman Farms & Repair and Nieman Excavating. We use Jobber for the time tracking for the guys and organizing the jobs. Is there a way I can set up an option to switch the company name when invoicing/and bank account for getting paid? Emily
Adding Company Address to Invoice
We started with a property management company handling all of their make-ready cleans. One of their requirements is that our company address is on the invoice. I have looked and can't seem to find where to do this. We currently have our office number, email, and website on there, but I do not see how to add the address.
Jobber Bug - Invoice Reminders for Cancelled Jobs
I've been using Jobber for about 2 years, pretty happy with it overall. I'm a one-man company, doing in-home appliance repair. I've noticed some bugs. Right now I'm going back through old "action required" jobs. Mostly jobs that booked and later cancelled before the day of the appt. There are no charges on the job, zero line items shown, yet when I close the job it still creates an invoice reminder. I know I can delete the reminder, but it's a pain. Is there any reason why a job with $0 in charges shown should automatically create an invoice reminder when its closed? Thank you! -Jeff Ryan
Mixing services and products - package
I have a TV mounting business and I offer packages that include a TV mount - taxable inventory item, and the labor to install the TV. I want it to be one item, but apply sales tax to a portion of the ticket so I can collect tax, but only on the mount. Any insights into how to do this?
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!?
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
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.
