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?
Suggestion: Quotes / Invoices Sub Items for Main Line Item
Hello Jobber Team, 🛠️ Why We Use Sub-Items in Our Quotes & Invoices When it comes to handyman and construction work, no two jobs are exactly alike — and we believe your quote should reflect that. That’s why we organize our quotes and invoices with main line items and sub-items, and here’s why that matters: ✅ Customizable Work Scopes Sometimes a project includes optional jobs based on your preferences or budget. For example, your quote might include: • Job 1: Deck Repair - Materials - Labor • Job 2 (Optional): Flooring Install - Materials - Debris Disposal Fee - Labor You can easily see what's included and choose what fits your needs. ✅ Transparency You Can Trust No vague charges or confusing totals. Every part of the job is broken down so you can see exactly what you're getting — from screws and wood planks to disposal and labor. ✅ Smoother Approvals & Communication Want to move forward with just one section of the job for now? No problem. Sub-items make it easy to discuss, approve, or remove parts without reworking the entire quote. ✅ Budget-Friendly Flexibility This system lets us work with you on cost — you can prioritize essential work and schedule optional items for later, all while keeping track of the big picture. At the end of the day, we want your estimate to be as clear, flexible, and tailored as the work we provide. 🧰📋
We Need a Catalog to Build Estimates 📗
🥳🔥We need a catalog 📗! The items in the catalog help with building out an estimate. These items are the nuts and bolts of the products and services. Examples of catalog items are materials, permits, labor, subs, and anything else you need to complete a job. The ability to add images to the item would be a plus! Creating an Item in the Catalog; Item Name; Description for customer (can be toggled on to let customer see or turned off); Sku Number; Part Number; Quantity; Unit (Each, Feet, Gallon); Cost Code; Type; Unit Cost; Extended Cost (Calculated After you input the qty); Unit Price; Extended Price (Calculated after you input the qty with selected Markup or Margin); Markup; Margin; Taxable y/n; Internal Notes; Image of item 😮Currently, we build estimates outside of Jobber. Once we know the prices, we create the estimate in Jobber and send it to the customer. It would be nice to create an estimate in Jobber and, behind the scenes, see the prices, quantities, and markups of items we picked from the catalog to determine the estimated amount. Once the job is complete, adjusting the actual item's prices or quantities would be super cool to see how the final numbers compare to the estimated cost. Is there anyone else out there who would benefit from a catalog?
