Jobber jobs to QBO projects integration
Has anyone tried to extend the QBO Jobber integration to link a Jobber Job with a QBO project? We are an electrical contractor and have numerous suppliers and many components we use. All of them are entered into QBO. Our field team uses Jobber. I want to use the QBO projects to track project profitability. Which means three enhancements are needed: 1 - Jobber Job creation triggers a QBO project for the same customer. 2 - Time sheets from Jobber need to be updated to tag the customer and Job in QBO 3 - invoices would need to also be linked to from project to job. The job numbers in jobber could be used in QBO to create the linkage e.g. they can be used in the project name.
Job Templates for repeat work
There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.
Customer Appointment Confirmations
Let me preface with how we currently use Jobber in our daily workflow. I own an Appliance Repair Company and we currently have any new home visits setup as Requests. If we order parts the Request is then turned into a Quote so we can keep track of open orders. Once the customers part/s get checked in it is then turned into a Job and a return visit is then scheduled, upon completion the Job is then turned into an Invoice and payment collected. If we complete the home visit on the first time going to the customers home then the Request is turned into a Job and then an Invoice and payment is collected. One of the things I would like to integrate for my team would be better automation for confirming customers appointment times and the way that Jobber currently does this is not the best. What I am requesting would be a button inside the dashboard that would allow either the dispatcher or with permissions each technician to send out a batch of automated texts/emails to each customer on their schedule for the following day through the Jobber Two-Way Texting Number. It would be nice to also allow this to be automated as well (ex. every Sunday-Thursday at 6pm it would auto send for the following days Requests/Jobs). It would be fantastic to allow this to be editable to show details regarding their upcoming appointment specifically an arrival window. We cannot guarantee we can show up at an exact time as some jobs take longer then others and drive times may also vary so we book in 2 hour time slots. It would also be advantageous to include a prompt that would allow the Client to Respond Yes to Confirm and No to Reschedule. This should then be trigger an action that would then document their response into the Notes section of the said Request/Job. If they Select No a Task would then be generated and either sent to the Dispatcher or Technician, whoever sent the batch appointment confirmation. If this message goes un-responded to maybe allow it to send a reminder the following morning or notate that it is un-responded so that the appropriate person can follow up with the customer via phone call. As of this moment the only way there seems to be to do this is have someone build a custom prompt with Zapier and Twilo or other 3rd party software using webhooks and APIs. I am a huge proponent of keeping things as simple as possible and that the fewer apps that need to be used to perform a task the better as you are eliminating points of failure. I understand that not everyone has a cell phone but in todays day and age my Barber has this setup so I am unsure why it isn't possible to have this built into Jobber. If I am missing a feature in Jobber please feel free to let me know or if there is a simpler way to do this other then with Zaiper I am all ears! This is a time sink for myself as well as other service techs who have just worked a full day and then now have to call their customers for the following day. I would love to elevate that burden from them the best way possible. If someone know of a way to set this up with Zaiper and another app I am also all ears for that!Easily add processing fees to jobs...
I was browsing around here and found a post asking about adding credit card fees to jobs and what is the best way to do it. I was suprised that no one mentioned the way I do it so I commented on the thread. I wanted to make a new one incase others would find it helpful. I provide admin services to Jobber users and I have a client that had this problem a while back. Once we put this in place it was super easy and quick to add any kind of fee by a percentage amount. Go to your tax settings and create a TAX RATE. Name it whatever you want to call your added fee (convience fee, processing fee, whatever but remember customer's will see this name) and put in the percentage. Then go back to tax settings and create a TAX GROUP. Now you can link together your regular tax and the convience fee by putting them in a group. Whatever you name this tax group will not be visible to customers. Now when you are editing the quote/job/invoice you can chose what tax you want added to the subtotal by clicking on the tax name. So you can easily and quickly add CC fees or choose your regular tax fee if they are paying with cash or check. All tax rates and tax groups from your tax settings will be listed here. As you can see, it automatically adds the appropiate percentage to the total so you can charge that through Jobber Pay. I hope this helps! You can make as many groups as you need depending on your situation. This is also how you would charge both state and county tax for those areas that might have that although I'm sure you already figured that out.Customer Q: Can any team members use Tap to Pay? Is that a permission we can turn on or off?
Team members with these permission settings will be able to collect all payment types, including Tap to Pay! Edit their own schedule (schedule permission) View and edit full client and property info (client and properties permission) View and edit (job permission) View and edit (invoice permission) Show pricingCustomer Q: When will the card reader be available in Canada?
We’re prioritizing giving Canadian accounts access to Tap to Pay over card readers. Tap to Pay is our recommended option for in-person payments—no extra hardware to carry or charge, and it works right from your phone. Stay tuned for when we may offer Tap to Pay in Canada!Customer Q: Does Jobber AI allow you to see what your competitors pricing is for similar services?
No, Jobber AI doesn't have direct competitor pricing information, but it can provide some advice on how to price competitively, given your services, industry, and region. I'd suggest starting a chat with Jobber AI by clicking the ✨ . You can type out a chat on desktop or mobile, or use Voice on the mobile app to dig into your pricing questions.Customer Q: What plan is the Tap to Pay included in? How much does it cost?
Tap to Pay is available on all plans in the United States through the Jobber mobile app. Please note, you must have Jobber Payments enabled to use this feature. We are able to offer a lower rate on payments processed via Tap to Pay at 2.7% + 30 cents per transaction.Customer Q: How is Quote Options different from Optional Line Items?
Optional/Recommended line items provides to ability to upsell optional add-ons, where a client is not required to make a choice. With Quote Option Sets, the client must choose one of the options within the option set. You can add up to three option sets to a single quote, and the client makes one clear choice per set. This keeps decisions simple and structured while still giving clients flexibility. ⚠️ While you can use Optional/Recommended line items as a workaround, this can create confusion since clients aren’t required to pick one. That means you could miss out on getting a clear decision, or worse, risk miscommunication about what’s actually included.
