Non billable hour tracking in Jobber (time clock workarounds)
I use Jobber and am finding the Time Clock feature too limited for my needs. While I don’t plan on switching from Jobber any time soon, I wanted to reach out to the community to see what others have done in this situation. I can’t imagine I’m the only one facing this issue. My main concern is that the "General" time clock category hides too much information. Having only the options for clocking "Job Time" or "General" time leaves a lot of room for error, in my opinion. For example, when a team member has a slow day and completes various "overhead" or "non-billable" tasks, it all gets lumped under "General" time. For our company, these tasks include picking up chemicals from a supplier, fixing a headlight on a truck, delivering door hangers, etc. Relying on team members to make their own notes after the fact or expecting an admin to remember these details later feels unsustainable. If we see that a team member has clocked 5 hours on a job and 3 hours under "General" time, it could easily be mistaken for them simply forgetting to clock out for the day. My team is small, but I imagine this issue is even more pronounced in larger teams. Can anyone suggest workarounds or solutions they’ve found? Maybe I need to put more focus on verifying these manual adjustments, but that feels quite labor-intensive. Thanks!
Acorn Integration?
We use enhancify. We considered Wisetack. However, we require down payments and don't like that payment gets released after work gets completed. We stumbled across Acorn and saw they integrate with HouseCall Pro. On their quotes, they offer a monthly finance rate the customer could get if they used Acorn (estimated rate of course). Is this a possible integration in the future, or is there something similar? tiaBest Work Flow for Ordering
Hi everyone! Does anyone currently use Jobber in their work flow specifically for when making orders. For example if you place an order for equipment how do you let the team know? Do you set up a task in Jobber with the tracking number? Looking to optimize our current workflow and didn’t know if Jobber was a good one for it or if I need to look into another system. Thank you in advance!
Managing Fill in Jobs
Hi Community! One challenge we face is keeping track of fill in jobs or jobs that need a follow up visit but dont know exactly when it will happen. Having one central location or a way to keep track of all of these for easy reference would be key. We try to use the job status' as much as possible but turns out this does not always work. The work around we have done is creating a new customer named "Fill In" then created a new job titled "Fill In Jobs List". Now techs or **bleep** can add a new line item with scope of work, estimated duration and job number. Each new line item represents a separate fill in job. This puts all our fill ins in one location and we can reference it then direct to the job number in Jobber for scheduling. This works but don't feel its scalable. Curious what others have been doing for this! Thanks, CarsonHow Referral Systems Are Changing the Home Improvement Game
Referral programs aren’t new, but they’re becoming a huge part of the home improvement world. Homeowners want trusted pros, and contractors want more jobs—referrals make that happen. Why They Work People trust word-of-mouth over ads. A referral from a friend or neighbor carries weight, and when companies reward that, it’s a win-win for everyone. How People Are Using Them Homeowners save money – Discounts or perks for referring friends. Contractors grow their business – More jobs without spending big on ads. Loyalty programs – Earn rewards for multiple referrals. Community referrals – Nextdoor, Facebook groups, and forums are full of trusted recommendations. Make It Work for You If you're a contractor, a solid referral program can bring in quality leads without the heavy marketing costs. Try something simple—offer $50 off the next project for both the referrer and the new client when they book. It’s an easy way to keep customers coming back while bringing in new ones who already trust your work. Are you currently using a referral program with your business? Drop a comment!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?Weather Widget 🌞🌧️❄️🔥
Is it possible to integrate Jobber with a weather app? On the dashboard, we were thinking a 7-day forecast could be visible. Also, I thought a small temperature reading on the monthly calendar would be visible. We also thought the weather for the day could be captured and saved as an internal note for the job.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!Sticker SHOCK! 😲
I have been doing my office's annual purge and came across some old invoices from the earliest power equipment my business purchased. Believe it or not, some of the equipment I use has doubled in price for the replacement model at today's cost. Since it is our responsibility as owners to be profitable enough to replace/repair equipment as needed, I find myself adjusting my equipment cost recovery number upward almost monthly in my budget. How often are you adjusting your cost recovery upward to adjust for the ongoing inflation?
