Challenges Getting Accurate & Competitive Quotes — Anyone Else?
Hey everyone. Wanted to start a conversation around something I think a lot of us deal with daily. Getting quotes right is hard. Too high and you lose the job. Too low and you regret winning it. A few challenges I keep running into: Translating plans and site conditions into accurate material and labor costs Material prices changing between quote and job start Knowing what the market will bear in your area Finding customers who care about quality, not just the cheapest bid I've been using Jobber to streamline the quoting side. Building out templates, tracking job history to compare estimated vs. actual costs, and following up on open quotes automatically. It's helped, but the estimating accuracy piece still takes real discipline. Would love to hear from the community: What's your quoting process start to finish? How do you handle rising material costs in your pricing? Where are you finding your best customers? Any Jobber features that have helped you quote faster or more accurately? Drop your experience below — whether you've got it figured out or you're still grinding through it like the rest of us. 👇Did you know you can adjust the due date for an invoice?
Most of you may already know this, but I am here for those who don't! In the Jobber settings you can adjust the date that your invoice is due. Mine was set to NET 30 (30 Days) which is a really long time for a service. I adjusted it to NET 10 to give some time and not seem overly needed to my customers. What do other companies have their due date set at? Does anyone have their due date set to the same day? Has anyone set theirs longer?
New Invoice Feature
Great improvement on being able to apply a payment to multiple invoices, however, in Lawn Care we do a lot of prepayments prior to our season and at this time Jobber does not have a definitive way to apply that money correctly. With the new feature, it would be a start if we could apply a payment to future invoices. So, when the invoices are created for the season, we can apply the payment made for the whole season.
