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How low will you go to land a job?
I have had clients tell me that my prices are higher than others, but on the same token the other companies don't do what we do to seal up a house. They want mice gone but don't want to pay $800 to seal the structural issues I point out to them. Another company would quote them $450 just to lay down some traps and walk away. I don't like to do that because the problem doesn't go away long term, it just calms it down for a few months and I feel that can lead to negative reviews about my service. If someone says $800 is too much, I can take $50-75 off sometimes to make a deal, but most times I stand firm because I know the work involved. I would rather walk away at that point. Do you have a set percentage or amount that you will lower your proposal to land a job?Quote Follow-Ups: How Much Is Too Much?
We’ve grown Hocus Pocus to a seven-figure cleaning company largely through organic leads, referrals, and word of mouth. As we’ve scaled, one thing I’ve realized is that generating leads is only half the battle. What happens after someone requests a quote is just as important. We’ve started utilizing Jobber’s automated quote follow-ups at 24 and 48 hours, but I’m considering expanding that sequence to capture prospects who may not be ready to make a decision immediately. Here’s where I’m torn: I want to make sure we’re following up consistently without making potential clients feel like we’re harassing them. 😂 I also think there’s a difference between genuinely helpful follow-up and repeatedly asking someone if they’re ready to book. For those utilizing Jobber’s automated quote follow-ups, what timing and frequency have you found most effective? Are you sticking with a couple of touchpoints, or have you developed a longer nurture sequence that’s actually improving conversions?
How do you manage quotes that never get accepted?
Hey everyone! I'm curious how you handle quotes that customers never respond to. Does Jobber's built-in follow-up automation do enough to bring those customers back, or do you still have to manually track unanswered quotes and chase leads? What part of the process do you find most frustrating? I'd be interested to hear what's working for you and what could be improved.Feature Request: Increase the quote template limit + add product/service bundles
Current state Jobber has a cap of 30 quote templates. In residential HVAC alone, we have around 70-80 system configurations, each with different equipment and installation supplies. We want equipment images in our quote intros, so we’ve strategically condensed the need for 80 templates to fit within the given 30 by grouping configurations with identical-looking equipment. Each template has a preset image and general intro text, but we have to manually add the equipment and supplies for the specific home. Problem we’re running into Even when equipment looks identical, the model numbers and supplies can vary widely. Preloading every possible item would leave us with 40-50 line items, most of which would need to be deleted. Adding only what’s needed is easier, but it means we’re still building much of each quote manually for every home. We also create 2-3 quotes per home to give them different options, so as you can imagine, the templates are really only saving us from adding the intro images, description, customer message, etc. To add, since we’ve reached the template cap on system configuration alone, we can’t create templates for additional use cases without deleting existing ones. Two requests Increase or remove the 30-template limit so we can save complete templates for our common configurations. Add reusable product/service bundles so we can group equipment with its associated supplies and add those items to a quote in one step. Bundles would also make our existing templates more useful. We could open the template with the correct equipment image, search for the configuration needed for that home, and add its equipment and supplies at once. Acceptance criteria For quote templates: Support at least 100 templates, unlimited would be ideal though. Make templates easy to search and organize as the list grows with categorization tools. For product/service bundles: Allow users to create, name, and edit reusable groups of products/services. Make bundles searchable while building a quote, job, or invoice. Add all items in a selected bundle in one action. Keep each item individually editable so quantities, pricing, and selections can be adjusted for the job. Time saved and business impact We haven’t measured the exact minutes per quote, but this would replace repeated item searches and manual entry with one template selection or bundle search. It would also reduce missed supplies, incorrect equipment combinations, and the time spent checking each quote before sending it. For a small business where the same people are quoting and doing the work, that time adds up quickly. As we scale and bring on more employees, it'll be important to make it easy for them to choose the right items and protect revenue.How to Present Home Service Agreements Seemlessly
So we are in California and Home Service Agreements are a part of life. But did you know there is a place to put this in your contract so it covers your butt and your clients? At the bottom of your quotes there is a contract/ disclaimer section to put yours in easily. Do you have different types of jobs that require different disclaimers? Great - AnthonySalazar just did a post about templates. You can make a different contract for each one. One thing to consider - not everyone reads this. Kind of understandable. These are the not fun things about a job. One idea is to make a fun video about what's in it and send it to them when they accept a quote. Don't judge, we made this video a couple years ago but it's a good illustration of what you can do. Honestly you can make it on your phone Our Video on You Tube Another Idea is to have it as an attachment that you send out every time. This is less ideal because I like getting their signature on the document itself. Either way - make sure you are putting this in your quotes. If someone comes back to you about something that's in your contract you are covered!Looking for Guidance: Good, Better, Best Quotes In Jobber
For those of us doing good, better, best quotes in Jobber, how are you setting them up to make them feel the most cohesive and communicate the added value? We are having this discussion in Service Catalyst, a highly accessible peer mentorship and education community for new and growing trade service business owners. We have quite a few Jobber users in there and we have not come to a concuss. I figured I would ask the expert here! Plus, my painting company that is on Jobber could use to better our G,B,B quote template.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.FEATURE REQUEST - How are products and services not able to be separated on the quote?
This would make everything so much easier when I place an order with my distributors. I can just screenshot the products, and get the order going. This has many other practical use cases beyond just screenshots. It would enable me the ability to not get price gouged on labor. It seems like this is such a simple change to implement on jobber, at least giving end users (like myself) the capability to separate them. Most importantly, it would make the quotes so much easier to understand.
