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.
How does Jobber’s texting system handle multiple contacts for one client? Texting System is Lacking
It is very hard to know who we are talking to as many of our clients have multiple points of contact (husband/wife), maybe the GC on the project. But our commercial clients can have 2-5 contacts easily, the company plus managers. The text system currently displays the Client or Business Name and the phone number.... but the phone number is often cut-off completely. And there is Zero way for us to see who we are talking too as you can not click into more details per text. What we need at minimum right away - A way to see the full phone number of the texter What we would like to see very soon - The name of the person texting if they are in a client file... if a number can be matched to a file, then you can match it deeper to the actual contact name. What we need ultimately - we need to be able to choose who we text quicker and easier. From the desktop browser we pull up a client file, and under Contacts it lists multiple people, currently you have to copy and paste that phone number into the text box. We need a Text this person option/button by there name/number. That opens a the text chain in the text pane, showing all past conversations with the specific person. The absolutely ideal scenario - all of the above and Contacts Management (and let us link it to our google, apple, whatever contacts) this rolodex of contacts will allow the system to reference it for the name correctly when a random texts us that we know. (ie. If Joe Contractor texts me about a job, but he is not listed anywhere in Jobber, I need to be able to save his number as a general contact, so his name shows up instead of just a number).What Should Home Service Businesses Automate First to Save Time?
Small manual tasks start stacking up, catching up on follow-ups, re-adjusting scheduling, invoicing, review requests, the list goes on and on. Sound familiar? What’s one task you’re still doing manually that you know could be automated? What’s stopping you from setting it up?How do home service businesses fill their calendar before busy season?
When work slows down, most service businesses feel it fast: stress, cash flow pressure, and last-minute scrambling. Sound familiar? What’s the one thing you rely on most before busy season to keep your calendar full? New leads Repeat customers Referrals Deposits or upfront payments Booking weeks in advance Something else? (do tell!) Bonus: What used to stress you out about slow periods that doesn’t anymore?GCs - How are you using the pricebook?
Most of my projects are all different. Even something like a fence gate is different from one property to the next. One place the gate itself is going on the wall, the other it's going on a post and the current post is wobbling. All bathrooms are roughly the same, but maybe the tile is different, or this customer wants to buy their own supplies. etc. So for you businesses that are in this pickle, how are you using your price book? I basically use mine for line items that don't actually carry a price - policies and warranties for specific things (paint matching, bathroom remodel discoverable, etc) but I'm not using it for what I'd imagined are it's intended purpose. Looking for a little coaching here!Referral Credit System Is Very Lacking
This post is feedback, and a place to allow other users to leave feedback, for the Client Referral marketing tool in Jobber. The current client referral system is very lacking for a premium paid feature. We would like to see some deep functionality changes and additions immediately, since this has been around for a while now with no improvements....here is my current thoughts on what could be added or should be changed - Credits need to show in the Clients file (maybe under account balance) Staff needs to know if a credit is available or could apply for sales purposes. Currently its restricted to owners/admins in the marketing section and you can't do anything with that info anyway from there, its pretty useless. Credits need to be usable across the whole system & in the field (mobile invoices), we better for techs in the field ('hey, i see you have credit, would you like to use it on this invoice?') Credits need to be adjustable, we want to be able to add referral credits manually if we see fit. (this is especially ideal for when staff forgets to fill out the referrer entry on a job) which happens all the time. Apply credits anyway we would like (if a client has a $100 in credit, we want to be able to apply that whole amount if they have a huge invoice(s) being paid at once) the current automatic application is not good enough. Credit Amount settings ($ / % amount) should be able to be set based on Client type/tag (if the client is a Builder Partner we want to give them 10%, instead of just the $50 we give to a regular customer per lead) Option to set the Amount of credit ($/%) given based on a range of invoice value (5% for $100-500 invoice amount / 8% for $500-1000 invoice amount / etc) Option to exclude certain Clients from the referral program (we have builder partners that are on a completely different program internally, we do not want there account to also be getting other discounts). Option in Jobber websites to add a Refer A Friend button, so we do not have to rely on the email campaigns that most people don't open. Allow the client to see credits in their portal, and apply them to invoices when making payments.
Will AI replace jobs in home service and skilled trades?
I saw an article yesterday about all the tech jobs that are being replaced by AI and I thought about how hard that would be to know your position can be replaced by someTHING that can do it faster and cheaper than you can. Then I thought how happy I am that I decided a long time ago that I am going to work with my hands. Be handy. Solve real problems. I would be safe in saying that AI is never going to cut your lawn, remove your junk, exterminate your bed bugs, plumb in or wire your home. Am I going to regret saying this? Is AI reading thins and just started plotting to take all our jobs???
