Xero intergration
When integrating with xero, does the customer recieve the invoice from xero or jobber? I currently invoice via xero, I want to smoothen my work flow and integrate but thought I'd ask here first, how was the process? (Don't want to mess my books up and create extra work for myself) TIA đź‘ŚAdvice adding the credit card service fee to invoices
Hello Jobber Community! I'm an operations contractor for a Denver-based tree care company, and I'm hoping to crowdsource some insight... Does anyone have advice on how to best navigate charging clients for credit card processing fees? I actually just discovered today that it is not illegal in the state of Colorado (as well as many other states) to add that 2ish% credit card service fee to invoices, and I’m hoping to hear your experiences or strategies. Currently, Jobber doesn’t have a feature to automatically apply a designated service fee when clients choose to pay with a credit card through the digital invoices we send. This creates a few challenges: We’d need to ask the client ahead of time how they plan to pay so we can manually add the service fee to their invoice. Totally fine.. except... If they tell us they want to pay by credit, but decide to pay by debit after they've been invoiced, it creates an administrative mess—we’d have to issue a refund, send a new invoice, reverse transactions in QuickBooks, and add weeks to securing that revenue once and for all. Woof. How do you all manage this in your business? Do you: Absorb the cost of credit card fees as a business expense and increase the cost of your services? Offer a “cash discount” instead of a service fee? Use another tool or workaround to handle these situations? My goal is to make sure we're being as transparent as possible with our clients, continue offering competitive bids, protect our revenue, and keep our administrative overhead as lean as possible. Any advice or insights would be super helpful! Thanks in advance for sharing your thoughts!
Setting up a "Recurring Job" with a warranty package in Jobber?
Hello, I'm new to the Recurring Visits in Jobber/ongoing billing. Essentially, I created an ongoing, yearly maintenance package for my carpet cleaning clients. It includes a full carpet cleaning and a 12 month warranty package on the areas that were cleaned. They will be signing up knowing it is a recurring package with auto-renewal. Meaning 12 months later, their card gets charged again and they receive their full maintenance clean plus another 12 months of spot cleanings. This package is still in phase 1 but I'm hoping for two main things : Create an invoice upon the initial clean and receive payment up front for the year (it is listed this way on the jobber quote. The ability to auto renew the package (automatically receive payment and re-book a full service job 1 year after the initial clean. Bonus: Be able to create additional visits for the spot treatments within the 1 year recurring job. This will help to track the time on site and gross margin for the entire package, not just the initial clean. I'm sure I won't be able to hit all of these marks but I would love to hear from those using yearly recurring visits or warranty programs within jobber.
Invoice and getting paid for two entities LLCs
We have two different LLCs, Nieman Farms & Repair and Nieman Excavating. We use Jobber for the time tracking for the guys and organizing the jobs. Is there a way I can set up an option to switch the company name when invoicing/and bank account for getting paid? Emily
