Invoice 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.1KViews3likes16CommentsHELP Too Many Electricians Google Prices — Not Enough Understand Margins
The last 6 months in our masterclass, we been talking with contractors throughout the USA- and one thing has shocked me personally about Electrical Contractors... Most electricians aren’t building pricing based on math, they’re just guessing. This is a shock to me because so many of us worked our A$$ off to apply and take the state exam. Yet, we fall back to asking Facebook or Googling “how much to charge for [x].” Another thing I saw was many copying what the other guy charges without knowing if he’s even profitable, or the fact their competitors have a different overhead. Am I the only one going crazy here? I built this visual as a blueprint for the trades. If you wire jobs with code compliance, you should price them with the same level of attention. What do you all think?2Views0likes0CommentsFrom hustle to strategy: shifting gears to B2B
Hey Community , I’ve been running my own call centre, building teams, closing deals, and mastering high-volume outreach. Now I’m pivoting into the B2B space — focused on working with businesses that value long-term growth and consistent results. Here’s what I bring: Built and led a high-performing outbound team Managed operations from the ground up Delivered real ROI through tested systems and strategy If you’re a B2B business looking for someone who can deliver results — let’s connect.15Views1like0CommentsSharing 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!63Views4likes3CommentsHelp with Financial Software Integrations
I need help with identifying the best financial software that integrates with Jobber and how to set it up effectively. I currently have Jobber, QuickBooks, and Gusto (payroll). I want Jobber and QuickBooks to integrate effectively and be streamlined so I can track revenue and expenses per job. I want to job cost every job separately and haven't figured out how to do this effectively outside a spreadsheet. I feel like one of the software out there should be able to handle this, im assuming I just don't know how to get it to work on Quickbooks. Also for my business, we have some expenses like quote percents and marketing percents that get taken out after wages so I need freedom to add these types of things to each job. Let me know if you have any advice, comment on what software you use, or ideas on how to get this to work best. Thanks23Views1like0CommentsWhat 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?587Views3likes7CommentsAuto Add Late fees/Interest
Does anyone know how to add auto interest or late fees to invoices? Considering the scope of my work this would be real handy when my average invoice payment time is around 50 days. Because of this I have to finance my own payroll and if I could recoup some of these interest charges automatically. Too many invoices to manually add fees359Views1like3CommentsAcorn 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? tia290Views2likes5Comments