Are You Pricing Jobs for Profit or Just to Win the Job?
Quoting can be one of the toughest parts of running a small business. It’s easy to lower your price to beat the competition, but that doesn’t always lead to a healthy business. A good quote should cover your time, materials, expenses, and the value you provide. The goal isn’t to get every job, it’s to get the right jobs that allow your business to grow. What’s one thing that helped you improve your quoting process?Solved64Views1like5CommentsMultiple jobs approved and scheduled at the same time, crew, and address
We sometimes have clients who ask for items to be quoted out separately instead of as an optional line on one quote. Then they are approving them all and I am putting all of them on the same dates since all the work for them is being completed at the same time. Is there any way or maybe it can be added in the future for combining them together into one calendar item? Kind of like when you have multiple things to invoice for a client it lets you select and invoice them together. I feel like it will help my calendar look a little cleaner and might be a bit easier on the crew if they can see everything at once instead of looking into 2 or 3 job scopes of work.34Views1like1CommentSection for Vendors or Subs
Please help develop a functions to add 3rd party vendors/subs that may be used as needed or 1-time. The primary point would be contact and database of vendors with info and docs needed for our team to access if needed as well as would be nice for them to have scheduling, invoicing with pics and job tracking capabilities.66Views2likes1CommentHow 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! Josh388Views0likes2CommentsPLEASE 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.Solved415Views3likes8Comments