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How to do holdbacks in Jobber?
Holdback/retainage as a visible line item — how are commercial/GC contractors handling this? Looking for how others handle statutory holdbacks (retainage) when working for GCs. Current workaround: splitting the payment schedule so the final invoice equals the 10% holdback amount, and letting that invoice sit as unpaid until release. That mostly works for job costing, but a growing number of GCs are refusing this approach — they require the holdback to show as an actual -10% line item on progress invoices/draws, not as a separate final invoice. Has anyone found a way to: Show a negative holdback line item directly on a progress invoice in Jobber, and Still have that retained amount properly tracked against the job for job costing (i.e., not just "invoice shows unpaid")? Splitting into a separate final invoice keeps job costing intact but doesn't satisfy the GC's requirement to see the holdback broken out on each draw. Curious how other commercial/construction-side users are threading this needle — custom line items, workarounds, anything.
Texting invoices from MY phone number vs Jobbers
I'd love to find a way to set MY phone number as the "from" number when Jobber sends a text to a client. Clients get the texts and ASSUME it's from ME, but it's not. Any way I can set that up? Or does Jobber need to put something on the "enhancement request" list?
Force Receipt to email to same email as invoice
We have several clients with multiple contact email addresses. Jobber is emailing paid invoice receipts to whichever email is 'starred' in the communication email list. Does anyone know of a way to force the paid invoice receipt to go directly to the same email that was chosen for an emailed invoice to be paid?
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!
