Multiple Invoices.
Has anyone found a way, or heard of Jobber implementing a way, to add multiple invoices and quotes to one Job. For example, our company does appliance repair. We schedule the diagnosis appointment and collect the service fee, or send a tech out to diagnose and they collect the service fee. Then we write a quote for the repair. Either with parts on the van, local parts, parts to order or an appliance to order and install. Sometimes we write two quotes, a repair quote and a quote to buy and install a new unit. Then the customer can weigh the pros and cons of fixing vs replacing. Then the homeowner accepts a quote and it converts to an invoice and we perform the repair. As of right now we make a job, go out, diagnose, invoice the service call. Then create a quote or two, they are approved, then converted to another job. For every job, we have two jobs. It would be nice if multiple invoices and quotes could attach to the same job, with all the information in one place.
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. 👇Remodelers - Do you have a price book?
One issue I keep having with my sales system is spending so much time on quotes because all my jobs are so different. I'd love to be able to produce a quote within 10 minutes, while I'm still onsite. Then I could meet objections on the spot and try and get the sale then and there. For those of you that have varying projects, do you have price books? What strategies do you have to price things out when you technically repair so many things? Or Should I not worry about it? haha
New to Jobber, Quotes including pictures worth it?
Hey guys, I wanted to hear your thoughts on jobber quotes not including pictures for estimates in the core package? We are a full service property maintenance & Landscaping company. Anybody switch from core to grow because of it? We have a small team but growing. Last crm did have this feature on their middle plan and our clients loved it. It was extempore helpful to us as well. Was wondering if this is something we should switch to that would make a huge difference?
