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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?13Views0likes1CommentTemplates with Attachments, Images, and Reviews
Let’s talk about quotes in Jobber. In my businesses, quoting used to be the thing that drained time, energy, and momentum. Every job felt like I was rebuilding the same document from scratch. Then I started using Jobber the way it was meant to be used. Templates. Attachments. Photos. Reviews. The whole package. And it changed everything. The template system is where the magic lives. Once you build out a solid quote template for a specific type of service, you never have to reinvent the wheel again. I can create a new quote in minutes because the structure is already there. Line items, pricing, descriptions, everything. It keeps the team consistent and it keeps the customer experience clean and professional. But here is the part I love most. The ability to attach images, completed project photos, and even Google reviews right inside the quote itself. The client opens their quote in the client hub and immediately sees proof. No extra downloads. No cluttered emails. No back and forth searching for attachments. Just instant credibility. When a customer sees real project photos and real testimonials the moment they open the quote, their confidence goes up. And let’s be honest, confident customers say yes faster. Jobber has turned quoting from a chore into a sales tool. It helps you close the gap between interest and decision. It helps your brand stand out. And it shows your work in a way that speaks louder than any sales pitch. If you are not using templates and attachments in your quotes, you are leaving time and trust on the table. Try it out. Build one strong template this week and watch how much smoother your quoting becomes. Your work deserves to be seen. Jobber makes sure it is.TheRealJIMCLORE2 months agoContributor 25Views1like0CommentsJobber AI Quote... linked to ChatGPT?
Hi all, Recently I started using ChatGPT for help quoting irrigation installs. I was pretty blown away by how much it simplified the process, particularly sourcing parts prices - this usually takes me so long. Then it can format it into a spreadsheet so you can double check the workings. Well I'm just working on a new turf install quote and thought I'd use the AI Quote feature... it misunderstood the request and created the quote as an irrigation install, not a turf install. But that's not the weird bit... it pulled all the irrigation info from ChatGPT! Well, I'm assuming it did - because the text looks the same as what ChatGPT gave me recently. What's happening here? I'm not upset or anything, just trying to understand what happened because this has spun me out!13Views0likes1CommentQuote emails going to spam
We are having a challenge lately with quotes from jobber ending up in our customers spam. I was told by an IT person to "be sure there is an SPF record on our DNS to make sure emails don't go to spam". Is there something we could be doing on our end (or through jobber) to help with this?SolvedShawnMarie3 months agoContributor 213Views1like2CommentsRequest: Include Cost Entry in Quotes to Calculate Estimated Profit
When converting a request into a job or creating a job directly, there’s an option to enter costs, which helps us estimate profit. However, this option isn’t available when creating a quote. It would be really helpful to have the ability to add costs while creating a quote so we can clearly see our estimated profit upfront.SolvedKevin_G3 months agoContributor 215Views0likes2CommentsPLEASE add a kit function
Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a "service" should be). Once a kit is entered into a quote, individual products are hidden from the customer, but fully editable when creating the quote. As it is now, I have no idea what the difference between a "product" and a "service" are. They both have the same info (name, description, cost, etc). You should just be able to group products to form services. If i have a product of "labor" and a product of "receptacle". I should then be able to create a service of "Replace Receptacle". That service would consist of my labor product, and my receptacle product. Both with quantities and costs that I could edit when creating a quote. Since not all receptacles are the same, and my customer doesnt care whether its a duplex or a decor, being able to edit the cost of that receptacle, straight from the kit during quote creation, would be amazing.SolvedPelectric3 months agoContributor 270Views2likes8CommentsPropsal Detail hiding
is there a way to input all the line items for a quote/estimate/proposal but then hide all the detail for the customer, giving them a "bottom line" without giving away all the line item costs? I want to put all the items in, then hide them before presenting to customer. This also helps my techs in the field build proposals and even in the form of an invoice.SolvedMarkheiks4 months agoContributor 212Views1like1CommentDeclined Botton
Interested in seeing how others are archiving quotes after them being open for a while. We currently keep trying to reach out to the customer but after 3 times we stop. I really wish joober would introduce a decline button and then a following question as to why if they opted to share the reason. Currently our estimate page gets clogged up in the season change due to having to constantly follow up.CareEaseLawn5 months agoContributor 241Views3likes4Comments
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- handyman6 Topics
- property maintenance5 Topics
- construction5 Topics
- roofing4 Topics
- irrigation services4 Topics
- general contracting4 Topics
- work smarter4 Topics
- remodeling4 Topics
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