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ActualJeff's avatar
ActualJeff
Contributor 3
11 months ago

Jobber Bug - Invoice Reminders for Cancelled Jobs

I've been using Jobber for about 2 years, pretty happy with it overall. I'm a one-man company, doing in-home appliance repair.

I've noticed some bugs. Right now I'm going back through old "action required" jobs. Mostly jobs that booked and later cancelled before the day of the appt. There are no charges on the job, zero line items shown, yet when I close the job it still creates an invoice reminder. I know I can delete the reminder, but it's a pain.

Is there any reason why a job with $0 in charges shown should automatically create an invoice reminder when its closed?

Thank you!

-Jeff Ryan

appliance repair
invoice follow-ups

5 Replies

  • krista's avatar
    krista
    Jobber Support Team
    11 months ago

    Hi Jeff, Thanks for the question! Jobber wants to ensure you get paid, so Invoice Reminders and the Requires Invoicing status can be a good few clicks to remove. However, if you edit the Job and set the Invoicing section up as "As needed, no reminders," when you close the Job, it will not produce the reminder or the status. Let us know if you have any more questions.  

    • ActualJeff's avatar
      ActualJeff
      Contributor 3
      8 months ago

      Krista, thanks for the reply a minute ago. To be clear, this is an obvious bug, but you're telling me it's a feature? It is not. Send this up the food chain. There's no reason for $0 Jobs should trigger a balance due reminder to the client or lodge an 'invoice reminder' when the dollar amt is zero. Admit it, that's a bug

  • PioneerPro's avatar
    PioneerPro
    Contributor 2
    8 months ago

    Sorry I don’t have an answer. I’m brand new to Jobber. Just figuring this out. Doing Appliance Repair & Installation though - 1 man band. 
    love to hear what you like/dislike thus far with Jobber. Also… are you doing warranty work or just local repairs through general ads/your network?

  • ActualJeff's avatar
    ActualJeff
    Contributor 3
    8 months ago

    I'm real lucky, I approached a local used appliance store with a strong following, impressed them and now I pay them ~$1000/mo for referrals and for them to handle my scheduling. No regrets, it's been great for me. No wty, all cod, 70% direct customer, 30% rental mgmt companies. Zero advertising other than paying the store. I'd never go back. 

  • ActualJeff's avatar
    ActualJeff
    Contributor 3
    8 months ago

     

    Realized I didn't answer your first question, tl;dr Jobber is... fine. It's not great, and the support staff doesn't seem to have any mechanism to actually improve the product, but it's still good enough that I pay for it and continue using it. For context, I'm running 4-5 calls/day, and the appliance shop that I work with handles scheduling and data entry into Jobber

    I created a spreadsheet with gripes about Jobber. I haven't shared it with them, because everytime I reach out to chat or support the agents seem to find a way of telling me that the bug I'm reporting is actually a feature, seem to have zero urgency in actually fixing it.

    One example, if you want to send a customer notes from your visit on letterhead (to male it look 'official' as opposed to sending a typed email), but not charge any money for the visit (say it's a callback or wty call), the only way I've found to do that is to create and send a $0 "invoice", but jobber still treats that $0 invoice as a receivable, and sends a payment reminder to the customer after 30 days unless you opt to collect a '$0 cash payment.' That's clearly a bug, but jobber support told me that it was a feature because of how committed jobber is to making sure we get payed ($0 in this case)

    Here's a link to the spreadsheet of jobber bugs I've been tracking (loosely) 

    https://docs.google.com/spreadsheets/d/1VSvHDwHIHf1Horz7zFh7TGUdrktI2jr2gVm1zuPSwPg/edit?usp=sharing