How to offer financing options to customers who can’t pay upfront?
As a HVAC Contractor, we are thinking about financing our service to our client who cant affort the Lum some of money up front, can I get some advice for the best way possible to start some kind of financing program from our clients or recommendation of any financing solutions.
Invoice update via API
Jobber does not allow invoices to be updated and closed/marked as paid from externally. We use Xero as our main accounting system as it hooks into or bank. Every time we mark an invoice as paid in Xero, we need to manually close the corresponding invoice in Jobber. I have raised this multiple times with Jobber but it is not on their roadmap. Hoping there are more people out there with the same requirement to help boost this post so that Jobber can do something about it. Unless someone has found another way to do it. This will save at 30+ hours a month of man hour to change every invoice.How can service businesses automatically add late fees or interest to overdue invoices?
Does anyone know how to add auto interest or late fees to invoices? Considering the scope of my work this would be real handy when my average invoice payment time is around 50 days. Because of this I have to finance my own payroll and if I could recoup some of these interest charges automatically. Too many invoices to manually add feesHow can I create an invoice for the deposit?
When doing certain commercial work the client will ask us to send them an invoice for the deposit. This isn't typically how Jobber works as the invoice isn't created until the job is closed usually. What is the best way to send a customer an invoice before having the quote signed, deposit paid, or the job completed? Hope that makes sense. Thanks in advance!How Much Should You Really Be Charging?
The number one question I receive is tied directly to the fact, most contractors are still guessing when it comes to pricing. Overhead. Profit. Labor rate. Trip fees. They think just because they throw a number they hear their competitors use, thats all that they need. It may work, but how and what do you divide these funds is just as important for your business health. If you don’t know how to do the math, you’re not building a business. You’re surviving check to check and think you need more work, when you do not. So here’s the plan: This Tuesday & Thursday on IG, I’m walking you through our Contractor Price Builder Worksheet FREE on instagram live. We will cover: - How to calculate your real hourly rate - The difference between markup and margin - Why profit is a non-negotiable - And how to price with confidence Join the session. Bring your numbers.How do I record payment when a customer has already given me a deposit?
I am charging a customer $120/month for exterior rodent control and they paid me in full for the year. I applied that payment to the account but when I try to record each months service off of the credit, I can't seem to be able to. Jobber is telling me that the invoice must exceed $0.50. The balance is showing on the account but I can't figure out how to make the monthly charge come off of the balance. HELP!What do I need to know/have prepared in order to get better business loans?
Have been using Jobber Capital for years to help grow my business. However, it is expensive and really sucks for cash flow purposes. At least in my experience. Is there a better way to do that, or should I be trying to get financing somewhere else that is cheaper? If you recommend the Jobber Capital/ Stripe Loan, then how much have you taken? I have been approved for a little over $100K but I haven't wanted to take that risk. Let me know what you have done and options I may not be thinking of. Thanks!
