Sharing Processing Fees
I love Jobber. It has helped transform the front-end of our business by streamlining the calls - requests - estimate - job conversion - invoicing process. Our receivable time has reduced drastically due to the ease of Jobber payments (credit/debit/ACH) and financing options. The record keeping of client communications is very helpful and all of the data reports are helpful with job costing and showing us where and how we can become more efficient. I have been holding my breath, hoping that Jobber will soon have an easy option in the payment areas to either apply the full or split by percentage, the processing fee. It is reasonable at the current rate, but it certainly adds up at the end of each month and year. Just like inputting a percentage of required deposit, I would love to see a percentage I could apply towards the fee for the customer that is customizable and transparent for them. This may change their ultimate decision on the method they seek to use, but it would also allow me to reinvest the savings elsewhere. I have tried adding a line item in the quote for the processing fee, but it can add a lot of manual effort to reconfigure if there are certain change orders or adjustments throughout the job. I'd like to hear other people's experience with it, if possible. Any ideas are helpful, insight, or plans for the future regarding Jobber payments. Thank you!63Views4likes3CommentsInvoice update via API
Jobber does not allow invoices to be updated and closed/marked as paid from externally. We use Xero as our main accounting system as it hooks into or bank. Every time we mark an invoice as paid in Xero, we need to manually close the corresponding invoice in Jobber. I have raised this multiple times with Jobber but it is not on their roadmap. Hoping there are more people out there with the same requirement to help boost this post so that Jobber can do something about it. Unless someone has found another way to do it. This will save at 30+ hours a month of man hour to change every invoice.1KViews3likes16CommentsWhat is a accounting service you would recommend for a solo operation?
I own and operate a repair services company and work solo. No employees. I hired a accounting service, but I don't feel like I'm getting good service. Plus they don't have any way for me to track reports for invoices, transactions, expenses etc. I feel like I'm flying blind here. The main reason I wanted their service was for tax prep, and they came recommended from ZenBusiness. I am doing most of the work without really having any report or spreadsheet to look at. Jobber does a lot of heavy lifting with reports, which is great, but I'm not sure how to incorporate Jobber with my current service. Obviously there is Quickbooks, but what is a accounting/tax service that you would recommend for my situation? And are there any services that work well with Jobber?587Views3likes7CommentsTracking sales which report invoices or visits?
I have a quick question. Which report do you use to track your montly sales? Invoice Reports shows the sales taxes which won't be counted as part of sales (at least in the USA) and Visits report don't include taxes. When comparing both they don't match and I see the difference is not the sales taxes. Any idea?134Views2likes2CommentsAcorn Integration?
We use enhancify. We considered Wisetack. However, we require down payments and don't like that payment gets released after work gets completed. We stumbled across Acorn and saw they integrate with HouseCall Pro. On their quotes, they offer a monthly finance rate the customer could get if they used Acorn (estimated rate of course). Is this a possible integration in the future, or is there something similar? tia290Views2likes5CommentsReceivables conundrum
Hello Fellow business owners. I have run a successful Cosmetic Restoration Company for almost 3 1/2 years. I am strictly BtoB and never deal with home owners directly. Generated jobs has really never been an issue. Getting paid for them in a timely fashion has been. It quickly becomes a cash flow issue , namely employees and the government always want there money up front , with my client payments lagging. I am interested in the strategies that this group uses to get paid quicker without causing conflict that may jeopardize client relations299Views2likes3CommentsTaxes for Line Item over 5k
When we have any 1 item that is over 5k we are given a tax break on the county surtax. Is there anyone here that is invoicing with this tax break? How do you go about adjusting the taxes and invoicing? QB adjust the tax amount automatically, but Jobber does not, and we prefer to invoice through Jobber.127Views2likes1Comment