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From Estimate to Excellence: Quoting In Cleaning Services
Quoting in the cleaning business is more than just pricing - It sets the tone for professionalism and trust. A good quote should be clear, fair, and based on factors like square footage, level of cleaning needed, and frequency, and any specialty services deep cleaning, move-outs, etc. Using a system or software like jobber helps streamline the process by keeping quotes consistent,organized,and easy for customers to approve. It also allows businesses to respond quickly, which can be the difference between winning or loosing a job. Accurate quoting protects your time and profit while giving clients confidence in your services. When your pricing is based on real effort, not guess work, you avoid undercharging, reduce stress on jobs, and create consistency across your business. It ensures every job make sense financially, allowing you to grow without over working or cutting corners.Client Communications
I would like to see space to log our own client communications - not in notes! For example, when we chase quote, we sometimes email but other times we call the client. Unfortunately there is no where to log that they were called including date and time unless i put it in the notes on the quote. Or the notes on client page, which then does not include the items sent via Jobber. It would be handy to have a communications area that we could add communications too that also included the quote number to so we could search and see only communications related to that particular quote. This feature would be particularly handy when dealing with property managers who have 10 sites in quote stage.
How do general contractors create detailed quotes for full remodel projects?
Are there any general contractors/remodelers using Jobber? My plumber and electrician use it but it's a lot simpler for them to produce a quote then me. Just curious how easy and or productive it is to produce a detailed quote for a complete remodel for instance including electrical, plumbing, HVAC, drywall, and paint plus my materials and labor for framing and finish etc.Remodelers - Do you have a price book?
One issue I keep having with my sales system is spending so much time on quotes because all my jobs are so different. I'd love to be able to produce a quote within 10 minutes, while I'm still onsite. Then I could meet objections on the spot and try and get the sale then and there. For those of you that have varying projects, do you have price books? What strategies do you have to price things out when you technically repair so many things? Or Should I not worry about it? hahaQuotes Deleting
Has anyone experienced quotes deleting mid-way through the creation process? It keeps happening to one of my estimators. He'll be typing a quote and before he finished the entire thing, it just disappears. He's tried saving after each line item is entered, but it still periodically happens. We've updated the app and the IOS, which seems to help for a day or two, but then the glitch starts up again. Just trying to narrow it down to an app problem or a device problem. TIA!
Optional Items in quote PDFs look weird?
Why are optional items displayed in this grayed out, muted way on the PDF version of quotes? Non-optional items are dark text with a white background and are really easy to read. I can't think of a sensible reason that optional items wouldn't also be easy to read... Does anyone else think this is weird?
How to change the quantity of optional line items in a Jobber quote?
On the optional line items is there any way to make them so that the customer can change quantity. So for instance we are a electrical contractor and as an option they could add dimmers but that is something they would pick the quantity to so like I would put qty. as 1 and they could change it.
How can I mark quotes as declined and track cancellation reasons in Jobber?
There may be a solution so let me know. Short version: send out a quote. customer declines. I would like to mark it declined. Not a big deal but archived, is declined but means more to me its just been sitting there forever. I know silly and not a deal breaker its a stupid word association BUT MORE SERIOUS: i would like to be able to mark why it was declined. (price, going with a different person, doing it themselves whatever.) that way i can track patterns either holistically or individual customers. As a solo guy i know most of it, but once my office staff starts, and gets into here, it would be hard to tell what the right hand is doing sort of thing. on that note and most important. Recurring work or any work. If we cancel a job or a service. it should show as canceled. not just disappear. And it should have the option (and also a way to force that as well when multiple crews are out) to mark WHY. That way everyone knows who canceled the service, and why. Helps keep people accountable. and keep track of what is happening.
Quotes can be the wrong tool. Estimates avoid disputes, protect margins, and elevate professionalism
Quotes and Estimates are fundamentally different, and not having both options is genuinely problematic for us. Fudging it by adding exception language to a document labeled as a Quote communicates that we aren’t committed to the quote, that we can’t accurately assess or execute our own services, and that we don't have the basic ability to simply send the correct type of sales form. Every workaround risks the sale and our professional image. How do you protect yourselves when a job clearly requires an Estimate instead of a Quote? Would having the option to create either a Quote or an Estimate, so you can send the correct sales document for each job, help you run your business more effectively? I believe some people are employing entirely different software for quotes and estimates. Considering that the ability to send an Estimate is a critical and basic business requirement, would it make sense for Jobber to add the simple option of changing the word "Quote" to "Estimate" when needed? They could still fall under the heading of "Quotes" in the UI, because only the word on the form being sent to the client, and the word used in the related message, needs to change. That's simply front-end work to implement and not a major feature update. The beauty of web-based applications is that it is programmatically easy to add simple functionality to expand the capabilities of basic features that affect nearly all users, requiring only a willingness to spend a little time improving the product's core functionality: helping us grow and manage our businesses.
New to Jobber, Quotes including pictures worth it?
Hey guys, I wanted to hear your thoughts on jobber quotes not including pictures for estimates in the core package? We are a full service property maintenance & Landscaping company. Anybody switch from core to grow because of it? We have a small team but growing. Last crm did have this feature on their middle plan and our clients loved it. It was extempore helpful to us as well. Was wondering if this is something we should switch to that would make a huge difference?
