Managing Year-Long Jobs with Multiple Tasks & Recurring Visits
Hi everyone, I’m looking for advice on how others are managing long-term jobs in Jobber that span a full year and include many steps or tasks—some one-off and some recurring. For us, scheduling a yearly maintenance job has been a challenge. Are you setting up one Job with many visits, or are you creating a separate Job for each task in the contract with multiple visits for each? When converting a quote to a job, Jobber allows multiple jobs from a single line item, which sometimes leads to duplicates and scheduling issues. Another challenge is payments by installment—we need the job total to match the installment price rather than the full contract value, and I’m wondering how others are handling this. In other programs, scheduled tasks would turn gray to indicate they had already been converted to a job. If they needed to be scheduled again, we could either add a visit to the existing job or delete it and create a new one. Does Jobber have a workflow that allows for something similar? Would love to hear how you structure your jobs to keep scheduling and payments running smoothly!
Customize Jobber with ADI, SAS, ect Catalogs
Hi, We recently noticed that Jobber now offers Home Depot as a catalog option, which has been a great addition and very helpful for our team. We are wondering if it is possible to add additional supplier catalogs, such as ADI, LiftMaster, SAS, S&SI, and similar vendors, in the same way the Home Depot catalog is integrated. Since our company specializes in security systems, gates, and access control, having catalog options from suppliers within this industry would be extremely beneficial when creating quotes and managing materials. Does anyone know if this functionality is currently available, or if there are plans for Jobber to expand catalog integrations to include other suppliers? This would be a valuable feature for companies working in specialized trades like ours.
How to change the quantity of optional line items in a Jobber quote?
On the optional line items is there any way to make them so that the customer can change quantity. So for instance we are a electrical contractor and as an option they could add dimmers but that is something they would pick the quantity to so like I would put qty. as 1 and they could change it.
Accounting Problems with Jobber Payments
I saw a post that was voicing the same frustration that I have and it looks like none of the responses were truly helpful… so here’s my version and hoping Jobber will resolve it. (Yes, I have already spoken to Jobber representatives several times about the issue and they couldn’t do anything about it… other than change the program which is what I’m advocating for) We enabled Jobber Payments a while back because we rely pretty heavily on getting down-payments especially for bigger jobs. However, we quickly realized that ANY transaction going through Jobber payments didn’t match the invoice amounts. In short, we figured out that it was because it was taking the fees out BEFORE the money was deposited and it was an absolute NIGHTMARE to fix our books and match numbers. Made reconciling literally impossible. It also was difficult to match the payments to an account. We had to hire a separate accountant to fix it and we ended up shutting it down before it could do more damage. We have been sending payment links with the QuickBooks payment processor because it actually works without messing up the books, but it can be a pain to send the invoice twice. Not to mention once they actually pay we have to manually enter the payment into Jobber since the sync is only one-way. I now know that we aren’t the only ones with this experience. Please like this post so Jobber will do something about this. Any tips would also be appreciated in the meantime.
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?How to back up job photos and files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but I’m not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! Josh
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.
