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Line Item Taxes
Maybe this is just a regional issue, but in our area, we have provincial sales tax (PST) and federal sales tax (GST) and some items are subject to one and others are subject to both taxes. Is there a way to select the tax rate for each line item rather than for the entire quote? At this point the only work-around I have is to create 2 quotes for the same job with different tax rates so I can get the taxes right. It seems cumbersome and unprofessional. I've also tried calculating the tax(es) manually and entering it as a separate line item(s). But I don't like how this looks either and it is difficult if I want to make any changes. What other options are there?
Challenges Getting Accurate & Competitive Quotes — Anyone Else?
Hey everyone. Wanted to start a conversation around something I think a lot of us deal with daily. Getting quotes right is hard. Too high and you lose the job. Too low and you regret winning it. A few challenges I keep running into: Translating plans and site conditions into accurate material and labor costs Material prices changing between quote and job start Knowing what the market will bear in your area Finding customers who care about quality, not just the cheapest bid I've been using Jobber to streamline the quoting side. Building out templates, tracking job history to compare estimated vs. actual costs, and following up on open quotes automatically. It's helped, but the estimating accuracy piece still takes real discipline. Would love to hear from the community: What's your quoting process start to finish? How do you handle rising material costs in your pricing? Where are you finding your best customers? Any Jobber features that have helped you quote faster or more accurately? Drop your experience below — whether you've got it figured out or you're still grinding through it like the rest of us. 👇The Newer Quoting Template
We’ve been using the newer template feature and I’m curious how other companies are setting theirs up. Are you building one master template and adjusting from there, or creating separate templates for different service types? Also, how detailed are you getting with line items and optional add-ons?
Duplicate address deleted in Jobber, along with Quote. What are my options?
Hi all, In March a customer approved a Quote for work. While in her client file, I noticed that there were three addresses for the customer -- all the same address. Well one of those addresses, "Orchard St" instead of "Orchard Street", was deleted and with it went the Quote (baby and bathwater). Support has just informed me this is how the system works, and there is no way to revive/retrieve the Quote which was approved the day prior. Has anyone had this experience and if so, were you able to remedy this In a system with so many screens, fields and silos, it's disturbing that work can be deleted with no discernable way to recovered it. Does anyone download every quote/invoice etc. to keep a duplicate copy? Anyone run into this and somehow was able to recover the Quote?
Jobber, please consider this change
Currently, when a customer books a service request, there is a fixed timeframe for what the job entails (for plumbing). For example I have a water heater replacement set to 3 hours. That's to give an in-person estimate, pick up a new tank, replace the old one and dispose of it. All done from the same visit as the initial request. So my current process through Jobber is to go to the house, convert the request to a quote. Customer accepts. Then I convert the quote to a job. At this point I can create a job and leave it unscheduled (what I usually do), or take time to schedule it over the request slot. Either way its goofy and cumbersome. Instead, can we have a "Do it now" button that automatically either overwrites the request on the schedule or puts the job on the schedule for the same timeframe as the request? Also, can we have an option to clear the schedule for new bookings when the job is complete? Example: If I have an all-day job scheduled from 8am - 5pm and the job is completed at noon, customers can book an appointment online from noon-onward. Currently, I have to go into the schedule and manually change the job's hours to allow new bookings. Thanks team!Maximizing Your Quotes: Jobber Tips for Accurate Pricing”
Quoting jobs can be one of the trickiest parts of running a business. I’ve been using Jobber to send professional estimates with markups, optional line items, and follow-ups, which has helped streamline the process. For anyone using Jobber, how do you set your pricing? Do you use markups on materials, and how do you handle follow-up quotes if a client doesn’t respond right away?”*
Quotes That Feel More Like a Menu and Less Like a Gamble
I like the idea of tiered quotes where clients can pick options almost like a menu. Some customers may only want the core scope, while others may want upgrades or additional work. It gives flexibility, keeps quoting cleaner, and helps clients feel more involved in the decision instead of just seeing one big number.
