Forum Discussion

timjordanco's avatar
timjordanco
Contributor 2
9 days ago

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.

 

9 Replies

  • For painting, tiers feel cohesive when all three are the same job with one upgrade path (prep level, paint line, warranty length), so the customer compares one row at a time. Naming them by outcome and pre-selecting the middle one often does more for the average ticket than the layout. When you offer all three today, which tier do most customers pick?

  • AlexT's avatar
    AlexT
    Contributor 3

    Depending on your industry, it might not be a good, better, best scenario. I'm sure it can easily be applied to other industries but in my example, we are a generator company.

    I might present an option for an economical portable generator and an automatic standby generator at location a and another option at location b. Each of these will have totally different job costings involved and throwing it all into one quick line item kind of throws the pricebook and everything else out of the window.

    I was under the impression there was a Jobber Lab for presenting options on one quote instead of creating separate quotes. I hope this becomes a thing in the actual product soon.

    • WiringByron's avatar
      WiringByron
      Verified Community Coach

      I agree. I'm not really a fan of this type of pricing, but some people are very into it.

      Right now, you can do optional line items, so you can easily do this type of pricing.

      It just looks top to bottom instead of left to right, like you see it in other places.

  • travisshepherd's avatar
    travisshepherd
    Verified Community Coach

    To make Good, Better, Best quotes feel cohesive, professional, and clear in Jobber, the key is leveraging line item option groups alongside well-formatted visual descriptions.

    ​Rather than sending three separate quotes, build one master quote using Jobber’s optional line items feature. This lets your client view all options side-by-side in Jobber’s Client Hub, click to select their desired package, and sign immediately. Set the "Better" option pre-selected so the client starts at your target anchor price.

    ​For Option 1 (Good), focus on safety, basic protection, and fundamental necessity. Detail the core scope clearly without downplaying quality, but limit add-ons. Focus on solving the immediate problem or essential surface prep and coatings.

    ​For Option 2 (Better), focus on longevity, enhanced prep, higher-grade materials, and better warranties. List everything included in Good, then explicitly highlight the added value such as upgraded paint systems, additional surface prep, and an extended labor warranty. Label this package visually in the item name as "Option 2: Complete Exterior Package (Most Popular)".

    ​For Option 3 (Best), focus on total peace of mind, premium finish, maximum longevity, and white-glove service. Include all lower-tier features and highlight exclusive perks like a premium top-tier paint system, full soft wash or pressure wash, surface restoration, and maximum warranty duration. Position this as the top-tier package for clients who want the highest quality.

    ​Jobber line item descriptions support clean text formatting, so keep copy scannable so clients can see the differences between tiers in seconds. Attach visual PDF line item images or spec sheets directly to the quote so clients can see the tangible difference in material quality. Add a short explanation in the Quote Details or Client Message field to guide their decision before they scroll down to the line items. Finally, save these three tiers as pre-configured line item templates in Jobber settings so you or your team can pull in all three options with pre-written value copy on every new estimate.

  • Definitely agree with this and that is a big part of the discussion we are having. 

    We do also need to present it in a way that is attractive and low friction to the customer. Value communicated and connected to their individual need is the first step, frictionless conversion method is the next!

    Thank you for the thoughtful response.

  • roselvaggio's avatar
    roselvaggio
    Verified Community Coach

    I think Good, Better, Best starts long before you send the quote!

    One of the biggest things I learned about sales this year is selfless communication. Before presenting options, you need to understand the customer’s pain points, priorities, and what they’re ultimately trying to accomplish.

    We’re the experts in our respective industries, not the customer. They shouldn’t have to decipher three packages and figure out which one is best for them.

    The real value comes from being able to say, based on what you’ve shared with me, here’s what I’d recommend and why.

    That doesn’t always mean recommending the most expensive option. Sometimes the basic option genuinely meets their needs.

    I’d structure each option around the outcome it delivers rather than just listing additional services. What problem does each tier solve?

    Jobber is the vehicle for presenting the quote, but the conversation leading up to it is what makes those options meaningful.

    Sell the solution, not the package.

  • WiringByron's avatar
    WiringByron
    Verified Community Coach

    If you wanted to add more line items to one option, you would use the build option set.

  • WiringByron's avatar
    WiringByron
    Verified Community Coach

    Would it not look something like this? x3 optional line items. 

    • timjordanco's avatar
      timjordanco
      Contributor 2

      Yeah, this is how we/they are doing it now. It feels a bit like an afterthought is the reason for the conversation.

      Thank you for sharing.