Quickbooks vs Xero!
Which have you guys found is easier to sync with jobber? quickbooks, or Xero? I tried syncing my account with Quickbooks, but I had $40k worth of undistributed funds, and would have to go through about 1,000 invoices individually to fix. called Jobber, they said its was quickbooks fault, and quickbooks said it was jobbers fault. I hate that there isn't someone from both ends that will hop on a call with you! Will most likely switch to Xero, what's been your guys experience with them?24Views0likes0CommentsNon billable hour tracking in Jobber (time clock workarounds)
I use Jobber and am finding the Time Clock feature too limited for my needs. While I don’t plan on switching from Jobber any time soon, I wanted to reach out to the community to see what others have done in this situation. I can’t imagine I’m the only one facing this issue. My main concern is that the "General" time clock category hides too much information. Having only the options for clocking "Job Time" or "General" time leaves a lot of room for error, in my opinion. For example, when a team member has a slow day and completes various "overhead" or "non-billable" tasks, it all gets lumped under "General" time. For our company, these tasks include picking up chemicals from a supplier, fixing a headlight on a truck, delivering door hangers, etc. Relying on team members to make their own notes after the fact or expecting an admin to remember these details later feels unsustainable. If we see that a team member has clocked 5 hours on a job and 3 hours under "General" time, it could easily be mistaken for them simply forgetting to clock out for the day. My team is small, but I imagine this issue is even more pronounced in larger teams. Can anyone suggest workarounds or solutions they’ve found? Maybe I need to put more focus on verifying these manual adjustments, but that feels quite labor-intensive. Thanks!236Views3likes16CommentsAdding Company Address to Invoice
We started with a property management company handling all of their make-ready cleans. One of their requirements is that our company address is on the invoice. I have looked and can't seem to find where to do this. We currently have our office number, email, and website on there, but I do not see how to add the address.10Views0likes1CommentReports for future jobs
Hello, I recently started managing my parents cleaning business. It is growing quick and appointments are getting a bit much. They dont use the jobber app as it is too much technology for them, they are older. So I assign jobs to an account and then simplify the data and print it out for them. I like reports where I can easily manage the data in excel however there isnt an option for future jobs. Day sheets are too crowed and I can't modify the information on them. I find myself having to do a lot of copy and paste. Any thoughts on how I can do this?Jobber Campaigns Tips and Tricks
I love the Campaigns feature. I build a newsletter with it every month and I only sent it to clients to haven't booked with us for over 4 years at first, then each month I drop the months since serviced section down to raise the number of past clients reached. I do this so I don't overwhelm the phone lines, and eventually I will just have all the clients get it each month. I also tag my unsubscribe clients so they will never get a newsletter in the future, since right now each month is a one off campaign. I can adjust the filters to keep them out of the loop. I wish there was a way to add a gif file though. I add Before and After pics that I edit together on Canva, which is doing the trick for now to get the point across. One more tip that I've been playing with for my newsletters is using Dall.e on Chat GPT to create a header image that will be specific to our industry. I'd love to hear any other tips and tricks!115Views4likes6CommentsXero 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 👌32Views1like2CommentsImproving Jobber's Online Booking for a Cleaning Business
Hey everyone, I love using Jobber for my cleaning business, but I’m finding the online booking functionality a bit lacking. We’re losing potential clients and wasting ad spend because customers can't book instantly online. While we always respond quickly to inquiries, the inability to offer instant booking is really hurting us. We provide a range of services—End of Lease, General Home Cleaning, Airbnb Cleaning (based on the number of rooms, bathrooms, etc.)—and have optional extras like oven cleaning and linen hire. Setting all this up in Jobber's online booking system has been a nightmare! I know some of our competitors use platforms like Booking Koala or Launch27, but I really don’t want to switch. Has anyone found a good workaround within Jobber or a solution that works for similar businesses? Any advice would be greatly appreciated!301Views1like10CommentsHow do you utilize reports in your business?
I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports? Is the data used to create the reports monitored internally for consistency? Thanks for sharing all input is helpful!177Views4likes14CommentsShort 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.76Views1like4Comments