Jobber jobs to QBO projects integration
Has anyone tried to extend the QBO Jobber integration to link a Jobber Job with a QBO project? We are an electrical contractor and have numerous suppliers and many components we use. All of them are entered into QBO. Our field team uses Jobber. I want to use the QBO projects to track project profitability. Which means three enhancements are needed: 1 - Jobber Job creation triggers a QBO project for the same customer. 2 - Time sheets from Jobber need to be updated to tag the customer and Job in QBO 3 - invoices would need to also be linked to from project to job. The job numbers in jobber could be used in QBO to create the linkage e.g. they can be used in the project name.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.Home Depot Pro Referral Integration ?
Good afternoon, I know a lot of contractors are listed for Home Depot Pro Referral - and I was wondering if Jobber has had the ability to directly integrate with them. Since using jobber, I have had my office manager transfer every contact over, one by one, because it didnt allow us to track stats/communication within home depots crm. So I was wondering what do you all use ? Or is it all manual for you too? If you want to check it out - here is the link Try Home Depot Pro
Requests, 6 months in
Hey everyone, we've been on the Jobber train about 6 months now so I though it might be high time to share our requests for the platform thus far, as it relates to our business (Electrical services, primarily project work) Add a dedicated feature requests category to this forum. It would be great to have people upvote on the features they want to see most, also allows other users to see what common pain points there are. Timesheets Add ability to view time by job AND custom date range. For large jobs we need to pull monthly hours for billing. Would also like to see general hours vs project hours by month to generate a labour efficiency KPI. Add option to make time billable/non-billable, push directly into invoicing. Add vacation/time off/breaks Add overtime and Stat rules (currently I dump the raw CSV data into a google sheet and it figures out the overtime for me before I run payroll). Change Management Add ability to create an estimate within an approved job with an additional approval mechanism for the purposes of change orders. This is VERY clunky to manage right now. HousecallPro has a "sub-job" feature, where you can add additional jobs to a project with dependencies on the "core" job. Manual triggers for reminders I'd like to be able to rip through my overdue invoices and 1-button hit them with a reminder. I know some people don't need reminders, and some do, some I may have already spoken with on the phone. The automations and templates are built, just give me a button to trigger them manually right from the invoices page. Visits Ability to batch add "x" amount of visits to the job. Unscheduled is fine, I can drag and drop them from schedule view later. Ability to add visits directly from the schedule view, just like new job, new task, new event, etc. I want a "New Visit" and then I just choose the job from a dropdown. Ability to attach time required to visits instead of start/end time. Good for drag and drop. Payments I'm just about ready to turn this off. I need to hide payments completely from the client hub. I have "allow payments" turned off, but clients can still add a card on file, and thus I don't have an opportunity to stickhandle the additional fees. Other PRICEBOOKS: Multiple/categorized pricebooks, customizable permissions depending on role/department. TASK LISTS: Job or visit level task/checklists. We currently have to use companycam for this. We need the ability to walk the job with the production crew and create a daily/visit/job based checklist for the daily tasks. These are the main pain points for now in an otherwise wonderful tool. Jobber has really helped me offload some of the mental loading required to run multiple staff/crews. I'm intrigued by the upcoming Jobber Now event, as well as the earlier surveys that were sent out (relevant to many of my requests). Thanks!
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.
Budgeted Hours Per Line Item: Track Actuals vs. Budgeted for Techs (Electrical Contractor)
As an Electrical Contractor we are trying to implement pay for performance to our technicians. We keep running into an issue where we cannot group line items to create services. If we can attach budgeted hours to each service and cross check that between actual hours spent throughout the day via time clock that would be a great report for performance pay for our technicians. We don't want to separate out hours per service. If we have a big job we will schedule individual services per days to fill the schedule and that also helps our office dispatch correctly based off hours per service. We do not want to separate out labor and or hide the totals for our clients to fix this. We want to let them know what each total service cost is per line item so they can pick and choose our optional item selections.Enhanced Time Clock: CA Meal/Rest Break Attestation & GPS Map View for Compliance
Daily Meal/Rest Break Attestation at Clock-Out: Please add a required confirmation question triggered automatically at clock-out. It should state: “I attest that I took all required meal and rest breaks in accordance with California law today.” Employee selects “Yes” or “No.” If “No,” prompt for a reason/comment and flag any required premium pay. The responses should be reportable for audits and compliance. Map/GPS Location Overview for All Clock-Ins/Outs: Admins should be able to review all employee clock-in and clock-out locations on a map for a selected pay period (or date range). Filter by employee and date or even Date Range so we can verify everything quickly or with a geofence for alerts. See GPS pins, timestamps, and addresses for every punch event. This helps quickly verify punches at authorized locations and supports compliance reviews.
