Customer Q: How is Quote Options different from Optional Line Items?
Optional/Recommended line items provides to ability to upsell optional add-ons, where a client is not required to make a choice. With Quote Option Sets, the client must choose one of the options within the option set. You can add up to three option sets to a single quote, and the client makes one clear choice per set. This keeps decisions simple and structured while still giving clients flexibility. ⚠️ While you can use Optional/Recommended line items as a workaround, this can create confusion since clients aren’t required to pick one. That means you could miss out on getting a clear decision, or worse, risk miscommunication about what’s actually included.Q: When will quote options be available? It's not showing in Jobber Labs.
The quote options feature is in a limited Beta right now, and we’re gradually rolling it out to more users. Once it’s available to you, you’ll see a red dot on the gear icon and beside Jobber Labs. You can also join the waitlist, and we’ll notify you as soon as you can opt in! Join the waitlist
Suggestion: Quotes / Invoices Sub Items for Main Line Item
Hello Jobber Team, 🛠️ Why We Use Sub-Items in Our Quotes & Invoices When it comes to handyman and construction work, no two jobs are exactly alike — and we believe your quote should reflect that. That’s why we organize our quotes and invoices with main line items and sub-items, and here’s why that matters: ✅ Customizable Work Scopes Sometimes a project includes optional jobs based on your preferences or budget. For example, your quote might include: • Job 1: Deck Repair - Materials - Labor • Job 2 (Optional): Flooring Install - Materials - Debris Disposal Fee - Labor You can easily see what's included and choose what fits your needs. ✅ 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 — from screws and wood planks to disposal and labor. ✅ 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. ✅ Budget-Friendly Flexibility This system lets us work with you on cost — 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. 🧰📋
