How to change the quantity of optional line items in a Jobber quote?
On the optional line items is there any way to make them so that the customer can change quantity. So for instance we are a electrical contractor and as an option they could add dimmers but that is something they would pick the quantity to so like I would put qty. as 1 and they could change it.
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.
Request for Quote building using hidden subtotals
As a handyman/general contractor, I only base my quotes per job/task and not time and materials. I do not want the client to see the price of labor, cost of materials, or other line items except the Job task itself and the price. In order to build an accurate quote, I have to build all of this in a spreadsheet (labor, materials, etc) and copy over the grand total. If I need to make a revision, I have to go back to the spreadsheet and redo the calculations. It would be very helpful to have a way to build a quote with hidden sub line items that can be changed. Quickbooks has a estimate feature called bundling. Example: Tile Backsplash Installation $2,575 (hidden below) Labor 12 $165 $1,980 Tile 1 $350 $350 Mastic 1 $30 $30 Grout 1 $30 $30 Misc 1 $20 $20 Does anyone else struggle with this or have an efficient workaround?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.
