Stage/Progress Payments
Sorry if this question has been asked, i couldn't see anything when searching. We are a Electrical and Solar contractor and I'm trying to find the best way to do stage or progress payment invoices on a job. For example on Solar project we like to do a 10% deposit to cover admin, permitting etc. This is easy in jobber. After that we like to do a 50% of project invoice after equipment is delivered to site then a final 40% invoice on completion. I don't see a great way to do this and and pull of the project total. Any advice would be greatly appreciated. Thanks SeanDo you utilize battery-powered tools?
Handheld battery-powered tools have come a long way from their first iterations, especially over the past few years. I've started making the switch away from gas-powered equipment throughout the last few seasons for my business and have found the switch to be positive for my workflow and bottom line. This is a trend I believe will continue as batteries become more powerful and long-lasting. Are you utilizing any battery-powered equipment and, if so, do you have any favorites you'd like to share??Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have set up?? I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. Cheers !How 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!Reoccurring Electrical Service Plan
Hey guys, I've been thinking of offering something along the lines of this to my clients. Has anyone done this successfully and are there any tips that you would recommend when offering this type of thing? One thing that's been holding me back is that sometimes I just don't think electrical really needs much maintenance but there has been a few things that I've seen recently that made me think differently. I saw companies were cleaning people's bathroom fans, they were changing smoke detector batteries. This is the kind of thing that's probably needed. Below is just me chatting with chat gpt to flush out the idea. "The Electrical Club" is a fantastic concept! It creates a sense of exclusivity and community while providing valuable recurring services to your clients. The "Welcome to the Club!" messaging is engaging and makes homeowners feel like they're part of something beneficial and proactive. Suggested Services for "The Electrical Club": Annual Safety Inspection Check outlets, switches, and wiring for wear and tear. Test smoke detectors and carbon monoxide detectors. Inspect and test GFCI outlets. Panel Maintenance Tighten connections in the electrical panel. Ensure breakers and fuses are functioning properly. Clean out any dust or debris from the panel. Lighting Upgrades Clean or replace light fixtures and bulbs (including hard-to-reach areas). Inspect and update outdoor security lighting. Offer LED upgrades for energy efficiency. Surge Protection Maintenance Inspect and test whole-home surge protectors. Recommend upgrades if needed. Energy Efficiency Consultation Assess energy usage and suggest improvements. Install smart home devices like smart thermostats, dimmers, or timers. Seasonal Services Inspect and prepare outdoor outlets and circuits for winter. Ensure holiday lighting circuits are safe and functional. Check and service AC or heater wiring in the relevant season. Emergency Priority Service Offer members priority scheduling for emergency repairs. Provide a dedicated hotline or contact for members. Discounted Services Provide a discount on additional services, installations, or repairs. Exclusive Member Perks Quarterly newsletters with tips and updates. Annual energy audit. Special offers on new tech or home upgrades. How It Could Work: Membership Tiers: Offer different plans (e.g., Basic, Plus, Premium) based on frequency or range of services. Subscription Model: Monthly or annual membership fees for convenience. Bundled Services: Include a certain number of hours for small fixes as part of the plan. This could help you build long-term relationships with clients while ensuring their homes are safe and up-to-date! Would you like help drafting a membership brochure or subscription model?
