How can I create an invoice for the deposit?
When doing certain commercial work the client will ask us to send them an invoice for the deposit. This isn't typically how Jobber works as the invoice isn't created until the job is closed usually. What is the best way to send a customer an invoice before having the quote signed, deposit paid, or the job completed? Hope that makes sense. Thanks in advance!Auto 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 fees
Annual price increase reminders
Howdy! How do you guys keep track of annual price increases? It looks like we can set an invoice reminder but I worry that will get lost in a sea of daily invoice reminders. Currently we use internal notes but we continue to miss accounts. We're issuing about 30 increases every month. Would love your ideas!In house financing. Jobber Payment Schedule.
I love that Jobber has implemented a payment schedule. I was just curious if anyone has considered using this feature to offer in house financing? Could you do batch invoicing for payments that are due? What do you think the pros and cons of that would be. Look forward to hearing some thoughts on this. Ps. We currently use Wisetack for customer financing.Crypto as a form of payment?
I am not huge into crypto currency; however, I like the idea of diversifying my approach to my business and preparing myself for what could come. Are any of you accepting crypto as a form of payment? If so, then how do you go about that? Also what are your overall thoughts on it?Why Every Service Contractor Needs to Understand Material Markup (Not Just Job Markup)
Some home service contractors love to mark up the entire job, and that’s fine until you realize you’re not really making money on your materials. For me, personally I love to know ow everything is divided in my margins... Because It covers all the costs that get overlooked: Warranty replacements that eat into profits Time to grab, stock, or return parts Fuel and vehicle wear from sourcing Credit card fees and supply chain risk When you don’t separate material markup, you lose visibility. If you’re inefficient in your labor or your jobs start dragging, you won’t know where the leak is. Understanding markup on material is one of the most vital fundamentals for any service provider. It’s what separates a day to day contractor from a profitable one. That’s why we built this quick resource for you: It breaks down: ✅ How to calculate markup by cost range ✅ What markup really covers (overhead, risk, and time) ✅ Why materials should always be treated as a profit center, not just a pass-through expense Download the worksheet, walk through it with your team, and start identifying where your leaks are. Let me know what you think.Real Reason Most Contractors Don’t Know Where the Leak Is (How to Price)
Just returned from the Masters of Home Service Podcast with Adam and we broke down something every contractors pain point... Most of us think our pricing problem is about charging more. But in reality, it’s about not knowing where the leak is. That’s why I built the Pricing Blueprint Worksheet, it forces you to look at every category inside your business: Is your hourly cost set right? Is your team milking jobs or burning hours? Is your overhead eating too much of your margin? Are your profit targets too low? Or are you just lost trying to figure out where it all goes? When you separate these categories, you finally see where your money ends up. You’ll know if it’s a labor problem, an overhead problem, or a leadership problem. This is exactly what we talked about on the podcast, that transition from employee mindset to owner mindset. Thank you Jobber Team for the opportunity. Here is the sheet we went over and let me know your thoughts.Progress Payments
I’ve been running into something with Jobber that I’m curious if other contractors are struggling with too. Jobber seems mainly designed around industries like pest control or lawn maintenance — companies that don’t usually run really high line item prices or multi-stage projects off a single quote. For trades like mine (electrical contracting), projects are often big and spread out — think full home rewires, panel changes with remodels, or multi-phase installs. On those kinds of jobs, you can’t realistically bill everything upfront. We need to take progress payments as the work moves along. Here’s what I’ve been forced to do: Create a quote for the full project and get the client to approve it. Save the quote, don’t schedule it. Start the job and then build separate invoices for progress payments. The problem is that this really messes with the books. Jobber ends up showing the full approved quote plus all the separate invoices and payments. That doubles the client value and makes reporting messy. It also makes it harder to show the client a clear record of what’s been billed versus what’s left. My idea for a fix: Add a “progress payment” option to quotes/jobs/invoices — basically the same way deposits work now. On a quote or job, we could set a deposit, and then later go back in and log progress payments against the total without closing the job. That way the system would track everything cleanly, clients could pay stage-by-stage, and we wouldn’t have to hack around the software to make it work. Also while I’m at it — one other small request: on desktop we can add text-only line items to quotes, which is amazing for breaking them into sections or adding explanations. On mobile, we can’t. It would be a huge time-saver if that feature was available in the app, too. So — is anyone else having this problem with progress payments in Jobber? Would this kind of solution help your business too? – TJ Maddock Odinson Electric, LLC
