Forum Widgets
Recent Discussions
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?
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.
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.Quoting for contract cleaning for Apartment Complexes
I’m currently looking to expand into contract cleaning for apartment complexes and would love to hear how others in the industry approach pricing and structuring these types of agreements. I understand that apartment contracts can vary a lot depending on factors like unit size, condition, frequency of service, and whether it’s turnover cleans, common areas, or full-property maintenance. I want to make sure I’m pricing competitively while still protecting my time, labor, and overall business profitability. For those of you with experience in this area: How do you typically structure your pricing for apartment complexes (per unit, hourly, or flat contract rate)? Do you offer different pricing for standard turns vs. deep cleans or heavily soiled units? How do you account for things like pet hair, excessive buildup, or damages when quoting? Do you build long-term contracts with set pricing, or adjust pricing based on each unit’s condition? What’s your approach to quoting common areas like hallways, offices, or laundry rooms? Do you require walkthroughs before giving a final quote, or provide estimates upfront? How do you ensure you’re not underbidding larger contracts? I’m especially interested in learning how to balance competitive pricing with maintaining high-quality, detailed work—since we focus more on deep, time-intensive cleaning rather than quick surface-level jobs. Any advice, examples, or lessons learned would be greatly appreciated!
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.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.
