Forum Discussion

Pelectric's avatar
Pelectric
Contributor 2
6 months ago
Solved

PLEASE add a kit function

Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a "service" should be). Once a kit is entered into a quote, individual products are hidden from the customer, but fully editable when creating the quote. 

As it is now, I have no idea what the difference between a "product" and a "service" are. They both have the same info (name, description, cost, etc). You should just be able to group products to form services. 

If i have a product of "labor" and a product of "receptacle". I should then be able to create a service of "Replace Receptacle". That service would consist of my labor product, and my receptacle product. Both with quantities and costs that I could edit when creating a quote. Since not all receptacles are the same, and my customer doesnt care whether its a duplex or a decor, being able to edit the cost of that receptacle, straight from the kit during quote creation, would be amazing. 

  • Thank you everyone for the feedback here, this has been submitted to our Product Development team! 

    Markheiks​ I appreciate the context given, if you require your team to add in the details of each line item but want to limit what the client can see in terms of pricing etc. I do recommend changing your Client Document settings. 

    If you have any questions or more feedback on this, please give our Success Team a call - 888-721-1115 ext 1. 

8 Replies

  • krista's avatar
    krista
    Jobber Support Team

    Hi Rod222​ 

    Thanks so much for taking the time to share your thoughts — we really appreciate you adding your perspective as someone new to Jobber.

    We understand how valuable a kit or bundled product feature would be for building out quotes more efficiently, and we can absolutely see how that would streamline your workflow. At this time, Jobber doesn’t have a way to group products and services in that way, but this kind of feedback is incredibly helpful for our product team as they evaluate future updates.

    If you’d like, you can also share a bit more about how you’d use this functionality in your day-to-day quoting process — either here in the community or by reaching out directly to our Support team. The more detail we have on different use cases, the better we can represent them in product discussions.

    Thanks again for taking the time to share your experience and suggestions!

  • Rod222's avatar
    Rod222
    Contributor 2

    I am just starting with Jobber and have found the lack of this option to be extremely disappointing.  I really thought this would have been a standard feature.  The rest of the service seems great but this is a huge negative.  Looking forward to seeing this added! Hopefully very soon.

  • Pelectric​ I agree this would be great to see. I'm new to jobber and this is exactly what I have been asking the support team to help me with, as I'm still trying to build out our products and services without listing all the individual electrical materials. Have you found a work around to add service line items without having to list out all the variables for the customer to see? My goal would be to have the job/invoice show only one line item with the service description and a lump sum price. As of now the Jobber team has no recommendations.  

  • jade's avatar
    jade
    Jobber Support Team

    Thank you everyone for the feedback here, this has been submitted to our Product Development team! 

    Markheiks​ I appreciate the context given, if you require your team to add in the details of each line item but want to limit what the client can see in terms of pricing etc. I do recommend changing your Client Document settings. 

    If you have any questions or more feedback on this, please give our Success Team a call - 888-721-1115 ext 1. 

  • Agree with Above comments. I want to do my detailed estimates, but not show all the detail to the customer. They get bogged down with all the details and want more of a "bottom line me" approach.  However, a job on my end requires alot of small material input. I also want to be able to keep the customer from seeing my pricing and getting into the "i can get that from Amazon for less" argument. Also. my team is not a group of skilled estimators and need to put the parts in one by one. I don't want the customer to see all the detail. Your competitors (not to mention any names but Field Pulse) have this mastered. Tempting to jump! just sayin'

  • I would like to see a modifiable kit that the materials list is only viewable from the back end, we not like providing a material list with the quote to stop customer shopping at competition after we have put in the time and done a site visit. 

  • krista's avatar
    krista
    Jobber Support Team

    Hi Pelectric​ Thanks so much for sharing this detailed feedback—it’s incredibly helpful! I totally understand how important it is to be able to group line items (like labor and materials) into a single service, with the flexibility to adjust internal pricing behind the scenes while keeping things simple and clear for the customer.

    Your example of building a service like “Replace Receptacle” using underlying line items with editable costs is a great use case, and I can see how that structure could make quoting a lot more efficient. I’ve passed this along to our product team for consideration as they look at ways to improve how services and line items work in Jobber. If you’re open to chatting further, we’d love to learn more—feel free to reach out to our Support team at 1-888-721-1115 (option 1) or support@getjobber.com.