Add Category & Subcategory Structure to Pricebook Items for Faster Field Quoting
We’d love to see Jobber’s pricebook evolve to include Category and Subcategory fields that can be used to organize services and products within quotes and invoices. Currently, line items can only be classified as “Service” or “Product.” This flat structure makes it difficult for technicians in the field to quickly find the right line item when quoting or invoicing on site. Other trade service platforms (like Housecall Pro) allow items to be uploaded with a “Category” and “Subcategory,” which can then be used to filter or browse within the app. Adding this capability to Jobber would make a major difference for trades with large or detailed pricebooks — especially electrical, HVAC, and plumbing contractors. Example use case: Our team is building a standardized pricebook with over 1,000 items. If we could categorize items (e.g., Devices → Switches → Single Pole or Breakers → AFCI → 20A), our field techs could easily quote small jobs or extras on the spot without relying on estimators. This would: Reduce office workload by enabling accurate in-field quoting and billing Improve efficiency and consistency across the team Buy back time for company owners and estimators to focus on higher-value tasks Suggested Implementation: Add optional “Category” and “Subcategory” fields to the pricebook import/export template Allow field staff to filter or browse line items by category when adding items to quotes or invoices This would be a huge workflow improvement for growing teams trying to scale quoting in the field while maintaining accuracy and consistency.What is the biggest bottleneck for you as a blue collar trade owner?
Hey what's up if we've never met, my name is Jeff aka "The 360 Electrician" or @the360electrician on all social media. I coach over 1000 electrical contracting and blue collar businesses and have been a Jobber ambassador for well over 2 years now. I run 2 electrical contracting companies for the past 20 years. I'm located in California and Montana, so you better believe I have the experience to help anyone from 0 to 360. After talking to hundreds of you in my 8 week contractor playbook course, time and time again the topic of the "unknown" comes up. Most of you want to grow your business, you are booked solid, you know there is a shortage in the trades but the unknown of being the "boss" is what holding you back. I have 3 tips that may help you with this and I hope you will reach out if you have any questions or need a more comprehensive hiring system. Hire before you need to hire - Don't wait till it's too late. If you know you need help start looking NOW! Otherwise you hire out of desperation and trust me, that's a recipe for disaster. Make sure you aren't hiring to fill a spot, but rather to buy back your time. This is based on the best seller from Dan Martell "Buy Back Your Time". When you can step away from the tools, you change the game as far as your business goes. You can hire anyone qualified to cut the grass, or install an electrical panel, you can't just hire anyone to run your business and take care of the finances taxes etc. Freeing up your time is PRIORITY 1 so you can grow. Own the trains don't run the trains. Hire 24/7 always hire better, more qualified employees. Make sure you have a Win-Win / profit sharing system in place and you will keep employees longer and happier. Constantly losing good employees takes time to retrain and trust so don't lose good people, reward them to stay. Need more tips, check out what we offer at http://www.The360Electrician.com and you can always email me at mailto:jeff@the360electrician.comProgress Payments
I’ve been running into something with Jobber that I’m curious if other contractors are struggling with too. Jobber seems mainly designed around industries like pest control or lawn maintenance — companies that don’t usually run really high line item prices or multi-stage projects off a single quote. For trades like mine (electrical contracting), projects are often big and spread out — think full home rewires, panel changes with remodels, or multi-phase installs. On those kinds of jobs, you can’t realistically bill everything upfront. We need to take progress payments as the work moves along. Here’s what I’ve been forced to do: Create a quote for the full project and get the client to approve it. Save the quote, don’t schedule it. Start the job and then build separate invoices for progress payments. The problem is that this really messes with the books. Jobber ends up showing the full approved quote plus all the separate invoices and payments. That doubles the client value and makes reporting messy. It also makes it harder to show the client a clear record of what’s been billed versus what’s left. My idea for a fix: Add a “progress payment” option to quotes/jobs/invoices — basically the same way deposits work now. On a quote or job, we could set a deposit, and then later go back in and log progress payments against the total without closing the job. That way the system would track everything cleanly, clients could pay stage-by-stage, and we wouldn’t have to hack around the software to make it work. Also while I’m at it — one other small request: on desktop we can add text-only line items to quotes, which is amazing for breaking them into sections or adding explanations. On mobile, we can’t. It would be a huge time-saver if that feature was available in the app, too. So — is anyone else having this problem with progress payments in Jobber? Would this kind of solution help your business too? – TJ Maddock Odinson Electric, LLCHow do you measure crew productivity?
I know Jobber has the employee productivity report. It doesn't work great for a company that has a ton of recurring jobs with fixed billing. I'm curious how people are measuring their crew performance. There are so many ways to track it. Budgeted hours vs actual, revenue per hour worked, jobs completed, visits completed - the list goes on. Curious to know what works for you and your team. What metrics do you look at to gauge crew productivity?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 !Do 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??Has Anyone Here Built Their Own GPT Yet? Or Just Using ChatGPT Like Google?
Hey everyone just curious where the community stands with AI right now. I’ve seen a lot of folks using ChatGPT to look stuff up (like Google 2.0), but I’m wondering if anyone here has gone deeper? Has anyone tried to build or train their own GPT yet? Or customized prompts/workflows to actually support your day-to-day? We’ve been working on building a custom GPT model trained on contractor logic — estimating, soft skills, job-site communication, pricing, SOPs, etc. For our company now, instead of broad knowledge. I see huge value in contractors having their own smart assistant, not just a chatbot. Something that speaks the language of our company. Is that something you’d use or find helpful? Curious to hear what direction you guys are taking.Do You Train Your Team to Think or Just Work?
Every Monday, we hold a short training session with our team. We train on communication. leadership. & mindset. The reason being most tradespeople aren’t struggling because they can’t do the work. They’re struggling because they were never taught how to: Speak with clarity Handle conflict Lead a crew Represent the business professionally These tend to be the issues I see bottling up, either from our exit interviews or customer feed back or when things are misunderstood. Thats why I'm curious: Do you train soft skills with your crew?You Quit Your Job to Start a Business — So Why Gamble on a Used Truck?
Everybody says the same thing: “Just buy a used truck, it’s cheaper.” Yet, That same truck breaks down 3–6 months later. Now your jobs are delayed. You’re borrowing vehicles from your spouse or rental. You’re stressed out and behind on bills. And suddenly the “cheaper option” is costing you way more. Here's my personal take: You quit your job ... You are betting 100% on yourself, to care for your livelihood. If you’re betting your whole future on this business — why risk it with a vehicle that might leave you stranded? I hate blaming others, or the lack of accountability. So if I can control one variable — like my ability to show up to the job, that will pay me for my services... I’m going to do it. But that's just my opinion. My hot take, What do you all think? I created this visual for myself to follow and share whenever anyone is deciding to get a vehicle.
