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Archive and canceling services
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.
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.
Templates 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.Jobber 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!
