Recent Discussions
We Need a Catalog to Build Estimates 📗
🥳🔥We need a catalog 📗! The items in the catalog help with building out an estimate. These items are the nuts and bolts of the products and services. Examples of catalog items are materials, permits, labor, subs, and anything else you need to complete a job. The ability to add images to the item would be a plus! Creating an Item in the Catalog; Item Name; Description for customer (can be toggled on to let customer see or turned off); Sku Number; Part Number; Quantity; Unit (Each, Feet, Gallon); Cost Code; Type; Unit Cost; Extended Cost (Calculated After you input the qty); Unit Price; Extended Price (Calculated after you input the qty with selected Markup or Margin); Markup; Margin; Taxable y/n; Internal Notes; Image of item 😮Currently, we build estimates outside of Jobber. Once we know the prices, we create the estimate in Jobber and send it to the customer. It would be nice to create an estimate in Jobber and, behind the scenes, see the prices, quantities, and markups of items we picked from the catalog to determine the estimated amount. Once the job is complete, adjusting the actual item's prices or quantities would be super cool to see how the final numbers compare to the estimated cost. Is there anyone else out there who would benefit from a catalog?
Problem with simple math within Jobber
All these new features are great. but doing simple math correctly would be a much better fix. I have called in several times over the last 6 months about this simple problem but yet it sill remains. Start up a new quote. Put a generic item into the "Product/Service" field. Now enter a value with an odd cent into the unit price. For example, enter 93.75. Now enter a partial number into the Qty field. Example of 3.7. Now save the quote and see what happens... Jobber will equate the result to $346.88 and it will change your unit price to 93.75135 which is ALL wrong. Rounding up a partial cent has been a common and legal practice for over a hundred years. Yes, the result was correct but you never change your unit price to satisfy your result. You just need to simply round up. If my hourly rate is 93.75 and I worked for 3.7 hours then the result is 346.88, yes, but you should not be changing my hourly rate to 93.75135! This looks very unprofessional and should not be the way to equate these fields. This is a very simple math equation and has not been a problem for the last 40 years of personal computers and spread sheets. Please help me understand why this is still a problem. You NEVER change your source fields in equations to satisfy your end results. These are simple basic foundation rules for dealing with database fields. And this is only a simple example of the many many problems I have experienced over the last 2 years with this program. And many of them still exist to this day. So frustrating. Please please please test your product before going live with it. Get people to test it in the field. It's very obvious you don't have field testers.
New Quote Templates
Is it true that we can use different quote templates for different jobs, or will there only be one template? I understood that the new quotes would allow pre-designed templates we could use for different job quotes that contained pics and other job-specific information. Did I hear that right?
