Invoice & payout
Jobber should make it easier and have the payment schedule on the app. As well as payout should be faster and with less of a fee and transaction fee. Why does the fee get charged to the company jobber should allow us to add it to the customers invoice. We are paying for a month membership why not priority your customers.
Setting up a "Recurring Job" with a warranty package in Jobber?
Hello, I'm new to the Recurring Visits in Jobber/ongoing billing. Essentially, I created an ongoing, yearly maintenance package for my carpet cleaning clients. It includes a full carpet cleaning and a 12 month warranty package on the areas that were cleaned. They will be signing up knowing it is a recurring package with auto-renewal. Meaning 12 months later, their card gets charged again and they receive their full maintenance clean plus another 12 months of spot cleanings. This package is still in phase 1 but I'm hoping for two main things : Create an invoice upon the initial clean and receive payment up front for the year (it is listed this way on the jobber quote. The ability to auto renew the package (automatically receive payment and re-book a full service job 1 year after the initial clean. Bonus: Be able to create additional visits for the spot treatments within the 1 year recurring job. This will help to track the time on site and gross margin for the entire package, not just the initial clean. I'm sure I won't be able to hit all of these marks but I would love to hear from those using yearly recurring visits or warranty programs within jobber.How Do You Convert a Diagnostic Quote Into a Repair Job Without Creating Two Separate Jobs?
We service appliances. We get a request through our website and then convert it to a job or we add it manually. Then we go out and diagnose them for a $95-$150 service call, depending on distance. If possible we repair then. If not we send over a quote, then once approved we turn it into another job and schedule it for repair. We end up with two separate jobs, instead of being able to approve the quote and add it to an existing job with a new scheduled job. Is there an easier way to do this that I’m missing?
How do you enter warranty jobs in Jobber?
We are a generator company and sometimes have warranty jobs that we need to track and bill to our vendors. What's the best practice for this? Should we create an account under our vendors name and then tie the job back to properties? Or maybe through job tags? But then that would show the payment coming from the customer and being applied to their account, no? Need to brainstorm this with someone, please.
Fix the Plumbing Before Adding AI
Greetings Community 👋🏿 A concept I’ve thought about a lot: automating a broken workflow doesn’t save time, it just makes the mess move faster. A lot of teams jump straight to automation and the newest AI tools while the systems underneath are already disconnected: scattered user records, inconsistent permissions, duplicate data, and no clear source of truth. Identity is one of the best places to start. A well-managed IdP gives you a central place to manage users, access, and the SaaS applications your business depends on. It makes implementing SSO, provisioning, and deprovisioning across applications cleaner while establishing clear ownership of identity and access. Now you have a cleaner foundation to connect systems and build automations that actually make sense. Otherwise, you’re just automating the mess.Be honest... how many hours did you spend on paperwork this weekend?
Quoting, scheduling, chasing unpaid invoices—it adds up fast when you'd rather be out in the field (or spending time with your family). Question: What’s the ONE administrative task in your business that takes up way too much of your time?
