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. 🧰📋🚗Fleet Sharp and Schedule (alpha) Split Screen
Hello, Our Fleet Sharp trackers do Not populate on the schedule (Alpha) split screen. We heard about Force Fleet at the spring feature announcement, and we have seen screenshots of Force Fleet trackers visible on the schedule split screen. We are wondering (hoping 🙏) if Jobber will update the split screen to show both Force Fleet AND Fleet Sharp trackers. We are wondering if anyone has heard or knows info regarding this topic. Thank you
to all the roofers using Jobber
Hi all, I am considering switching from Job Nimbus to Jobber and was hoping to speak to a few roofing company owners or admins to discuss how you are doing material orders in Jobber. and if there are any other things to consider pertaining to the roofing industry. please text me at 903-714-8299. thanks so much.We Need a Catalog to Build Estimates 📗
🥳🔥We need a catalog 📗! The items in the catalog help with building out an estimate. These items are the nuts and bolts of the products and services. Examples of catalog items are materials, permits, labor, subs, and anything else you need to complete a job. The ability to add images to the item would be a plus! Creating an Item in the Catalog; Item Name; Description for customer (can be toggled on to let customer see or turned off); Sku Number; Part Number; Quantity; Unit (Each, Feet, Gallon); Cost Code; Type; Unit Cost; Extended Cost (Calculated After you input the qty); Unit Price; Extended Price (Calculated after you input the qty with selected Markup or Margin); Markup; Margin; Taxable y/n; Internal Notes; Image of item 😮Currently, we build estimates outside of Jobber. Once we know the prices, we create the estimate in Jobber and send it to the customer. It would be nice to create an estimate in Jobber and, behind the scenes, see the prices, quantities, and markups of items we picked from the catalog to determine the estimated amount. Once the job is complete, adjusting the actual item's prices or quantities would be super cool to see how the final numbers compare to the estimated cost. Is there anyone else out there who would benefit from a catalog?How do you utilize reports in your business?
I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports? Is the data used to create the reports monitored internally for consistency? Thanks for sharing all input is helpful!
