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What is Happening with Tips in Jobber?
Jobber allows employees to collect tips through the payment app, but those tips are not automatically separated from the owner’s totals. That means unless you manually account for them, you could end up paying taxes on employee tips. Make sure you’re tracking and adjusting this properly to avoid overpaying.I spook with Jobber today about this. They seem surprised as they have not planed for this. Their lack of for site means a lot more work for accounting. Jobber must fix or give a credit.
Customer Credit Balance
Am I the only one having issues with credit balances? Every time one of our customers ends up with a credit on their file it becomes an issue. The credit doesn't automatically apply to their next invoice, and there doesn't seem to be any way to apply it. I always end up having customer service walk me through some clunky workaround that involves deleting payments, reopening invoices, and clicking through several screens. It always makes a mess in QBO that needs to be cleaned up too. Each time I've talked to support they've given me the impression that it's abnormal for customers to credit like this. I don't get it. My company has credit with one of our suppliers right now. Examples: Customer accidentally overpays Customer wants to pre-pay Customer returns something and wants a credit rather than a refund I want just want to give them a credit for whatever reason to make them happy etc This seems like a pretty normal thing to me. Every payment processor I've used prior to Jobber will just automatically apply credits to subsequent invoices. It would be nice if, while creating the invoice, you could click "add deposit" and select something like "account credit". Since support has always given me the impression that I'm doing something wrong by allowing customers to have credit on their file in the first place (as if it's somehow completely avoidable), I don't suspect they have any plans of implementing an actual fix. Is anyone else having this issue? If so, how are you handling it?
Jobber jobs to QBO projects integration
Has anyone tried to extend the QBO Jobber integration to link a Jobber Job with a QBO project? We are an electrical contractor and have numerous suppliers and many components we use. All of them are entered into QBO. Our field team uses Jobber. I want to use the QBO projects to track project profitability. Which means three enhancements are needed: 1 - Jobber Job creation triggers a QBO project for the same customer. 2 - Time sheets from Jobber need to be updated to tag the customer and Job in QBO 3 - invoices would need to also be linked to from project to job. The job numbers in jobber could be used in QBO to create the linkage e.g. they can be used in the project name.
Property and Billing Address issues
Hi everyone, I am having issues displaying property and billing addresses properly on invoices. I need the billing address to stay the same but property addresses for services to change (1 customer, many properties). How do I set this up? Currently, when I set up the client, I did NOT check the box that the billing address and property address are the same, but I did input the billing address. When I quote a job, I quote for the service address, yet it doesn't carry over into invoicing. I need to fix this. Thank you for your help. JerryAdvice 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!
Where did the "COLLECT" button go from the invoice page?!?!
Jobber apparently just pushed out a redesign of the Invoice UI, and where there used to be a "Collect" button (right next to "More..."), but now it's been gone for several days. I've reloaded several invoices, and unless I click the down arrow for "Save Invoice and..." I can't figure out how to collect money on open invoices, either to run a CC payment through Jobber payments, or to enter an external cash or check payment. Seriously Jobber, this worked last week. Why keep redesigning and breaking things?Changing Properties on Invoices
It's very cumbersome and difficult to change the property / address on an invoice if it is not correct from the very beginning. This is very annoying. Please add an option to choose a different property or add a new address in all areas an address is shown. Make it easy to change.
Deposit for multi visit job
Customer has paid up front for the mowing season. I am thinking in terms of scaling and someone other than me doing the billing. How do i record the deposit and all future visits (they are invoiced per visit) when invoiced show that they have been pre paid. Im not sure if im explaining this properly. I understand when a quote is made and a deposit is made the the next invoice tracksthat... but not sure how to do that from this point. Especially when someone else gets involved or too many customers. They wont "just know" thats its been paid if that makes sense.
