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 👌
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.
Short Code for Client Hub?
I'm building a subscription service "house cleaning lite" business using Jobber. Jobber isn't really built for this (but I think it should work on doing so, as subscription services are growing like crazy!) I've found a way to skip the "Quote" part of the process - we have flat fees for our services, so this extra step was keeping people from completing the purchase process. So when I get a request, we turn it straight into a job. But I want their payment information updated in the Customer Hub before we go out, so that their card is automatically charged upon completion of the work. Ideally? Jobber would create an ability to capture payment info on the Request form, adding it to the Client Hub in that first step. If someone completed the form, they would be my customer. For now? I really can't understand why there isn't an "Insert Variable" shortcode for the Client Hub. I have to use the full code in my Job confirmation email, and it looks clunky and ugly. Support, can you fix this? Other folks, how do you handle this? Thanks for any help.