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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.Quotes 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?
Request for Quote building using hidden subtotals
As a handyman/general contractor, I only base my quotes per job/task and not time and materials. I do not want the client to see the price of labor, cost of materials, or other line items except the Job task itself and the price. In order to build an accurate quote, I have to build all of this in a spreadsheet (labor, materials, etc) and copy over the grand total. If I need to make a revision, I have to go back to the spreadsheet and redo the calculations. It would be very helpful to have a way to build a quote with hidden sub line items that can be changed. Quickbooks has a estimate feature called bundling. Example: Tile Backsplash Installation $2,575 (hidden below) Labor 12 $165 $1,980 Tile 1 $350 $350 Mastic 1 $30 $30 Grout 1 $30 $30 Misc 1 $20 $20 Does anyone else struggle with this or have an efficient workaround?
How do locksmith businesses handle vehicle key pricing with hundreds of SKUs? What's your quoting strategy?
Hello, I run a locksmith company and Jobber has been fantastic beyond description for my business for Residential and Commercial work. However I do an extraordinary number of vehicle keys. My problem here becomes that there are Thousands and thousands of skus for car keys. I have one of the smallest inventories I know and its still almost 600 SKUs of just car keys for various Y/M/M. To put it into perspective, my supplier has 165 different Keys just for Ford. The pricing for them is all over the place too from a few cents to several hundred dollars. My old system was designed around this so while you did have to build the pricing database, you could quickly quote by Year, Make, and Model. Does anybody have any ideas I can try to implement to help with this pricing strategy because right now my workflow is flawed. I have to put all the information into the old system to pull the price out, then transfer that data over to jobber after the phone call is over. I use the custom fields for Y/M/M so that if I need to find Honda keys I can search "Honda" but I need a way to quickly set up jobs because this is about 50% of my business. Some examples below: 2016 Honda Civic: If your car has a Push-To-Start, we can make you a key for $260.00. If your car used a key to turn the ignition, we can make you a Remote key for $205.00 or a basic key with no buttons for $175.00. If you have a working key and want a spare, we can make a Push Start key for , a Remote key for $175.00 or a basic key for $145.00. All prices are before tax and this price may change if additional parts or service are required. 2005 Cadillac Escalade Your key should cost $95.00 plus tax if the locks are factory original and you had one key that opened the doors and started the ignition. If you just need a spare key cut, the price is $85.00 plus tax. This price may change if additional parts or service are required. 2007 Mazda CX-7 If your car has a Push-To-Start, we can make you a key for $325.00. If your car used a key to turn the ignition, we can make you a Flip key for $265.00 or a basic key with no buttons for $165.00. Your vehicle originally required 2 keys to run correctly and we may not be able to bypass this. If you have a working key and want a spare, we can make a Push Start key for $295.00, a Flip key for $235.00 or a basic key for $135.00. All prices are before tax and this price may change if additional parts or service are required.
Sections in Quotes
We love Jobber and generally have few complaints. However, one big update that would make our estimates much clearer and easier to navigate would be sections. I know that we can add text to a label and then add line items under it, but this is not the best solution. If we could have clear sections that we could group line items under, be able to move whole sections, and be able to move line items from section to section, this would solve so many problems and make editing quotes much faster. Please please please can we make this happen. Also, the new format for the line items makes it way harder to navigate.
