Can I apply different GST and PST rates to individual line items in Jobber quotes?
Maybe this is just a regional issue, but in our area, we have provincial sales tax (PST) and federal sales tax (GST) and some items are subject to one and others are subject to both taxes. Is there a way to select the tax rate for each line item rather than for the entire quote? At this point the only work-around I have is to create 2 quotes for the same job with different tax rates so I can get the taxes right. It seems cumbersome and unprofessional. I've also tried calculating the tax(es) manually and entering it as a separate line item(s). But I don't like how this looks either and it is difficult if I want to make any changes. What other options are there?
Challenges Getting Accurate & Competitive Quotes — Anyone Else?
Hey everyone. Wanted to start a conversation around something I think a lot of us deal with daily. Getting quotes right is hard. Too high and you lose the job. Too low and you regret winning it. A few challenges I keep running into: Translating plans and site conditions into accurate material and labor costs Material prices changing between quote and job start Knowing what the market will bear in your area Finding customers who care about quality, not just the cheapest bid I've been using Jobber to streamline the quoting side. Building out templates, tracking job history to compare estimated vs. actual costs, and following up on open quotes automatically. It's helped, but the estimating accuracy piece still takes real discipline. Would love to hear from the community: What's your quoting process start to finish? How do you handle rising material costs in your pricing? Where are you finding your best customers? Any Jobber features that have helped you quote faster or more accurately? Drop your experience below — whether you've got it figured out or you're still grinding through it like the rest of us. 👇
How do general contractors create detailed quotes for full remodel projects?
Are there any general contractors/remodelers using Jobber? My plumber and electrician use it but it's a lot simpler for them to produce a quote then me. Just curious how easy and or productive it is to produce a detailed quote for a complete remodel for instance including electrical, plumbing, HVAC, drywall, and paint plus my materials and labor for framing and finish etc.Quoting for contract cleaning for Apartment Complexes
I’m currently looking to expand into contract cleaning for apartment complexes and would love to hear how others in the industry approach pricing and structuring these types of agreements. I understand that apartment contracts can vary a lot depending on factors like unit size, condition, frequency of service, and whether it’s turnover cleans, common areas, or full-property maintenance. I want to make sure I’m pricing competitively while still protecting my time, labor, and overall business profitability. For those of you with experience in this area: How do you typically structure your pricing for apartment complexes (per unit, hourly, or flat contract rate)? Do you offer different pricing for standard turns vs. deep cleans or heavily soiled units? How do you account for things like pet hair, excessive buildup, or damages when quoting? Do you build long-term contracts with set pricing, or adjust pricing based on each unit’s condition? What’s your approach to quoting common areas like hallways, offices, or laundry rooms? Do you require walkthroughs before giving a final quote, or provide estimates upfront? How do you ensure you’re not underbidding larger contracts? I’m especially interested in learning how to balance competitive pricing with maintaining high-quality, detailed work—since we focus more on deep, time-intensive cleaning rather than quick surface-level jobs. Any advice, examples, or lessons learned would be greatly appreciated!
From Estimate to Excellence: Quoting In Cleaning Services
Quoting in the cleaning business is more than just pricing - It sets the tone for professionalism and trust. A good quote should be clear, fair, and based on factors like square footage, level of cleaning needed, and frequency, and any specialty services deep cleaning, move-outs, etc. Using a system or software like jobber helps streamline the process by keeping quotes consistent,organized,and easy for customers to approve. It also allows businesses to respond quickly, which can be the difference between winning or loosing a job. Accurate quoting protects your time and profit while giving clients confidence in your services. When your pricing is based on real effort, not guess work, you avoid undercharging, reduce stress on jobs, and create consistency across your business. It ensures every job make sense financially, allowing you to grow without over working or cutting corners.
How to change the quantity of optional line items in a Jobber quote?
On the optional line items is there any way to make them so that the customer can change quantity. So for instance we are a electrical contractor and as an option they could add dimmers but that is something they would pick the quantity to so like I would put qty. as 1 and they could change it.
Quotes can be the wrong tool. Estimates avoid disputes, protect margins, and elevate professionalism
Quotes and Estimates are fundamentally different, and not having both options is genuinely problematic for us. Fudging it by adding exception language to a document labeled as a Quote communicates that we aren’t committed to the quote, that we can’t accurately assess or execute our own services, and that we don't have the basic ability to simply send the correct type of sales form. Every workaround risks the sale and our professional image. How do you protect yourselves when a job clearly requires an Estimate instead of a Quote? Would having the option to create either a Quote or an Estimate, so you can send the correct sales document for each job, help you run your business more effectively? I believe some people are employing entirely different software for quotes and estimates. Considering that the ability to send an Estimate is a critical and basic business requirement, would it make sense for Jobber to add the simple option of changing the word "Quote" to "Estimate" when needed? They could still fall under the heading of "Quotes" in the UI, because only the word on the form being sent to the client, and the word used in the related message, needs to change. That's simply front-end work to implement and not a major feature update. The beauty of web-based applications is that it is programmatically easy to add simple functionality to expand the capabilities of basic features that affect nearly all users, requiring only a willingness to spend a little time improving the product's core functionality: helping us grow and manage our businesses.
New to Jobber, Quotes including pictures worth it?
Hey guys, I wanted to hear your thoughts on jobber quotes not including pictures for estimates in the core package? We are a full service property maintenance & Landscaping company. Anybody switch from core to grow because of it? We have a small team but growing. Last crm did have this feature on their middle plan and our clients loved it. It was extempore helpful to us as well. Was wondering if this is something we should switch to that would make a huge difference?
Request for Quote building using hidden subtotals
As a handyman/general contractor, I only base my quotes per job/task and not time and materials. I do not want the client to see the price of labor, cost of materials, or other line items except the Job task itself and the price. In order to build an accurate quote, I have to build all of this in a spreadsheet (labor, materials, etc) and copy over the grand total. If I need to make a revision, I have to go back to the spreadsheet and redo the calculations. It would be very helpful to have a way to build a quote with hidden sub line items that can be changed. Quickbooks has a estimate feature called bundling. Example: Tile Backsplash Installation $2,575 (hidden below) Labor 12 $165 $1,980 Tile 1 $350 $350 Mastic 1 $30 $30 Grout 1 $30 $30 Misc 1 $20 $20 Does anyone else struggle with this or have an efficient workaround?
