Recent Discussions
Invoice reminders on Jobs I get paid cash
I've been using jobber for 2 years now and there is a problem that I have just been dealing with. 90% of my jobs I get paid in cash. And at the end of every month I have a 50-100 invoice reminders that I have to drag and unschedule once every month it takes me about 20 minutes. Is there an option that I am unaware of to remove invoice reminders? If there isn't an option can the developers create something like that. I'm sure it would be very helpful for current users.Lucas3 days agoContributor 29Views1like1CommentCollections
We have found a major piece missing from Jobber is a section for Collections. How do you handle collections? We have multiple jobs for one client and when calling on overdue invoices there isn't a section where the notes can be kept that relates to just collections--don't want to muddy the info available on specific jobs as the collection notes relate to multiple jobs. Love to hear your ideas or apps or anything to streamline within Jobber.melanie12 days agoContributor 224Views1like0CommentsSuspend a recurring job account for non-payment
I own a residential lawn and yard maintenance business. Recurring job visits is our bread and butter. Mowing is about half of our revenue. We require a credit card on file, and auto-pay after each visit. We use Jobber's payment feature for this. This works really well, and eliminates accounts receivable. Occasionally a customer's credit card does not process. At that point, we receive an email from "The Jobber Team". The heading is: Automatic payment for "John Customer" failed. That is helpful. I would like to see the following in Jobber, with automated functions. The owner (me) could set parameters/thresholds for the activities. But I really want to automate this process! Instantly when card is declined: Customer automatically receives an email and text, letting them know that their card failed. The email and text include the invoice, payment link, and link to update their card. The email and text are re-sent every day until payment is received. The job is automatically suspended. In other words, the future visits are flagged or suspended in Jobber until the account is paid and a card is on file. A report that shows on the dashboard for all credit cards that were declined.Derek113 days agoContributor 213Views1like1CommentRECURRING VS ONE OFF
How do you set up T&M jobs without set dates or invoicing terms? One off with running total seems to fit best all things considered but recurring allows for directly taking employees notes and time recording and batch creating invoices. This said there are some drawbacks I can't find workarounds for. Either method leaves me open for losing trips unless I create a seperate invoice for each visit ieb which I end up consolidating into one final invoice if you will. I'm not a dog walker and feel as if the work flow was created for this type of service industry leaving me without a pollished system designed for the work I am performing. Thanks in advance for any feedbackGPEBix19 days agoContributor 224Views0likes1CommentJobber Payments w/ Accounting Tools
Hello Community! I just enabled Jobber Payments hoping to centralize everything invoicing inside the tool however, I am stumped with the deposits. For example just using simple numbers. I invoice for $100 and my deposit is < fees. In QuickBooks, my deposit doesn’t match the total of the invoice paid. Before Jobber, I was using QuickBooks’ payment processing and I would charge the same $100 and get the deposit of $100 and have an expense fee deducted from my account. This allows you to match your deposits to invoices and keeps IMO your accounting clean. I cannot be the only one with this issue. Thoughts from the Community?BadgerHauling24 days agoContributor 445Views0likes1CommentPartial Credit Adds to Money Owed
Team Jobber. I noticed with some recent updates and now that we have the abilitiy to provide partial credits to clients that difference is now showing up in "amount owed". This is not correct is it? Does anybody know how to make sure that you dont have to take multiple steps with this or is this the way is has to be. #jobberfinancejpqbn30 days agoContributor 231Views0likes1Comment