Sleeper features
I am always so guilty when it comes to technology for only using it for it's basic functions. Luckily with Jobber, the basic functions are literally all you need to run a high performing business. I am wondering however, if anyone uses any features, tools or add-ons that have made a huge impact on their processes?Jobber Spring Feature Announcement Q&A: Which updates are you MOST excited for!?
Today we’re announcing 1️⃣8️⃣ exciting product updates designed to make every day easier 🥳. Get more freedom and control over your day-to-day operations while you Work Smarter 💡, Boost Profits 💲, Get Noticed 👀, and Win Jobs 🏆. Reply here ⬇️ with your favorite new update to let us know what you’re looking forward to most! 🤩 ⭐️ If you have any questions regarding our new features, please create a post (not comment) in our Q&A board! ⭐️Customer Q: We require prepaid invoices for most of our services and most of our jobs are...
Question: We require prepaid invoices for most of our services and most of our jobs are anytime jobs. Can these features be set up for prepayment so we don't have to get a request, send a quote with 100% deposit, etc? Answer: We don't currently offer prepayments within Jobber. Thank you for providing this feedback on how we can improve to better suit your needs - please keep doing that! We are always looking to improve our offering for home service pros, and will definitely pass your feedback along to our team.Customer Q: Is there any plans for customers to be able to pay an account balance...
Question: Are there any plans for customers to be able to pay an account balance vs charging their CC or using ACH a couple times per invoice? Answer: Hopefully we are understanding your question correctly, but Jobber doesn't currently offer negative account balances to then be collected at one time. Let us know if this does not answer your question, or perhaps provide some more detail on what exact workflow you are looking for. We are happy to pass your feedback on to our team.Customer Q: With progress invoicing, if a job gets closed before it is invoiced in full...
Question: With progress invoicing, if a job gets closed before it is invoiced in full, does it create an invoice reminder? Answer: Yes, the customer will still receive a reminder to pay the remaining balance on the invoice, according to the payment schedule you set with Progress Invoicing (regardless of the status of the job within Jobber). The customer invoice payment reminders are independent of job status.Customer Q: Can I send an invoice for a specific amount to be paid by ACH even if I haven't...
Question: Can I send an invoice for a specific amount to be paid by ACH even if I haven't entered all of the data for the quote or estimate throughout the project? Answer: You still need to create a full invoice to collect payment. If you're using progress invoicing, you could specify a % or $ amount based on the job total, to be sent to the customer as an individual invoice. Or, you could tell your customer to simply pay a certain dollar amount of the full invoice via partial payments. Hopefully this answers what you were asking - please reply back if you need more clarity!Customer Q: For credit card & ACH payments can there be an auto option to add the processing fee...
Q: For credit card & ACH payments can there be an auto option to add the processing fee to the customer's payment screen instead of the business adding the fee and charging it out? Answer: Jobber does not have an automated way to add a surcharge/convenience fee to invoices currently. It is against legislation to add a convenience fee/surcharge in many states, and additionally, a surcharge cannot be added to a debit card transaction anywhere in the United States. Since Jobber Payments allows you to accept both debit and credit cards, we are unable to offer this automation as a feature. An alternative recommendation would be to look at the fees associated with accepting credit and debit card payments as an “overhead” expense, the same way you’d look at how much you’re paying for fuel over the course of a month or year. Your overhead costs are then worked into the prices for all your services. To determine what is best for you and your business, I might recommend seeking some guidance from another business in your state/area.Customer Q: Can you customize the insights dashboard with metrics that matter most to us?
At this time, all metrics are preconfigured on the dashboard! We’ve carefully selected these insights based on what has been most valuable to businesses like yours, ensuring you get the most actionable data at a glance. If you have specific feedback on customization options you’d like to see, we’d love to hear from you! Once the insights dashboard is live, just click the Give Feedback button to share your thoughts. 👀 For a closer look at what to expect on the dashboard, check out our Help Center article here.
