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 Iβm 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! Josh150Views0likes2CommentsPLEASE add a kit function
Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a "service" should be). Once a kit is entered into a quote, individual products are hidden from the customer, but fully editable when creating the quote. As it is now, I have no idea what the difference between a "product" and a "service" are. They both have the same info (name, description, cost, etc). You should just be able to group products to form services. If i have a product of "labor" and a product of "receptacle". I should then be able to create a service of "Replace Receptacle". That service would consist of my labor product, and my receptacle product. Both with quantities and costs that I could edit when creating a quote. Since not all receptacles are the same, and my customer doesnt care whether its a duplex or a decor, being able to edit the cost of that receptacle, straight from the kit during quote creation, would be amazing.Solved60Views2likes8CommentsSuggestion: Quotes / Invoices Sub Items for Main Line Item
Hello Jobber Team, π οΈ Why We Use Sub-Items in Our Quotes & Invoices When it comes to handyman and construction work, no two jobs are exactly alike β and we believe your quote should reflect that. Thatβs why we organize our quotes and invoices with main line items and sub-items, and hereβs why that matters: β Customizable Work Scopes Sometimes a project includes optional jobs based on your preferences or budget. For example, your quote might include: β’ Job 1: Deck Repair ββ- Materials ββ- Labor β’ Job 2 (Optional): Flooring Install ββ- Materials ββ- Debris Disposal Fee ββ- Labor You can easily see what's included and choose what fits your needs. β Transparency You Can Trust No vague charges or confusing totals. Every part of the job is broken down so you can see exactly what you're getting β from screws and wood planks to disposal and labor. β Smoother Approvals & Communication Want to move forward with just one section of the job for now? No problem. Sub-items make it easy to discuss, approve, or remove parts without reworking the entire quote. β Budget-Friendly Flexibility This system lets us work with you on cost β you can prioritize essential work and schedule optional items for later, all while keeping track of the big picture. At the end of the day, we want your estimate to be as clear, flexible, and tailored as the work we provide. π§°π25Views0likes1CommentπFleet Sharp and Schedule (alpha) Split Screen
Hello, Our Fleet Sharp trackers do Not populate on the schedule (Alpha) split screen. We heard about Force Fleet at the spring feature announcement, and we have seen screenshots of Force Fleet trackers visible on the schedule split screen. We are wondering (hoping π) if Jobber will update the split screen to show both Force Fleet AND Fleet Sharp trackers. We are wondering if anyone has heard or knows info regarding this topic. Thank you32Views1like2CommentsHow 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!411Views5likes15CommentsReferral Feature - Choosing incentive structure
What incentive option are you all finding works best; percentage-based vs. set dollar amount? I'm curious about what others are doing to spread the word about this new referral system to existing clients and prospective clients (aside from the email campaigns within Jobber)567Views6likes9Comments