Automated Task Creation?
Is there a way in Jobber to create an automatic “Task” creation que after a job is bid? For example: Sales rep goes and does a bid, customer doesn’t sign on the spot, and a “task” is automatically created on the schedule that is titled follow call. This follow up call would happen 24 hours after client received the bid. Then maybe another task creation at 3 days. And the ability to create a desired que? THIS WOULD BE IDEAL FOR AUTOMATING MY SALES TEAMS FOLLOW UP CALLS AND MAKING SURE THEY GET COMPLETED.Building an AI online bid?
I have been messing around with the idea of creating a way for my customers to submit some information on their own through our website and AI provide them their bid for painting. Has anyone done this? Have any ideas on how to do it? And what could be the potential pros and cons of this? I'm thinking that it would need to have a customer login & portal. There would need to be a way to upload additional files. Pictures and videos of project. There would need to be a fee that is charged to use this service to try and gatekeep competitors from using it. The fee would be removed if the job is landed. There might need to be an agreement signed that unforeseen work that wasn't included in the submission could result in a change order. What would you add?Curious ... do most teams back up job files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but I’m not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! JoshThird Party Payment Platform Integration
Hi all, We're based in Australia and don't have access to Jobber Payments/Wallet (yes I'm devastated about it and have been patiently waiting for years 😭). We are just chasing more and more overdue invoices so we are desperate to get an automatic payment platform in use and are going to pull the trigger very soon. The one we're looking at is Pinch Payments (https://getpinch.com.au/). The problem we'll have to deal with now is that it won't sync to Jobber. It will record payments to QBO, but then we need to have these payments recorded to Jobber. We can get our admin staff to do this, no biggie. But I'm wondering if anyone else outside US/Canada has implemented a third party payment solution and what process you're using? I believe there should be a way to automate this using tools like Zapier or N8N, but I just don't have the knowledge or time to investigate this myself. Cheers!I want to integrate Jobber with ____________?
Hey everyone! What have you wanted to integrate Jobber with but gotten stuck on? What application in the App Marketplace seems over your head but you would love to make it work? Drop a comment starting with "I want to integrate Jobber with ...." OR "I want to integrate ______ with Jobber" and finish the sentence. I'll answer ever question with a detailed flowchart, templates and videos where necessary. Let's help everyone save time with integrations and automations!
🚨FEATURE REQUEST: Tiered Pricing on Products & Services 🚨
Hey Jobber Team and Fellow Pros, Let’s talk about a feature that could seriously boost close rates and make Jobber even more competitive for all of us who quote services, manage inventory, and work in price-sensitive markets. What we need: Tiered Pricing on Products and Services — customizable pricing where the unit cost automatically adjusts based on quantity ordered. Why this matters: We already price materials like mulch, sod, and stone this way in real life. It would speed up quoting, improve estimate accuracy, and help us win more jobs. It mirrors how customers expect to see pricing — more they buy, less they pay per unit. How it would work: Let users define pricing tiers for any product/service: 1–10 units = $10/unit 11–50 units = $8/unit 51+ units = $6/unit These price breaks should auto-calculate during estimate creation and carry through to invoicing. Why Jobber Should Care: Makes Jobber more competitive vs. other platforms offering advanced pricing features. Helps your users convert more jobs = more usage and more loyalty to Jobber. Reflects real-world pricing logic we already use outside the app. If you'd use this — drop a comment or like to help get this in front of Jobber’s dev team. Let’s get this done together!
What kind of Notifications you setup
I want to start the discussion on what notifications you setup in Jobber? What notifications you would like to have in Jobber when compared with other CRMs' ? Would you like to setup notifications based on fields in the Job, Client etc example: - When a visit is completed and the job value is > x, then email the owner and the manager. - When a payment is created and amount > x, then email the accounts receivable and owner. - When a 'Request' is created with emergency keywords like urgent, 'no heat', flooding, then email to manager, dispatcher. - When a high value job is deleted, notify the owner. DM me if you are looking for some such notifications that can ease you daily and repetitive routines Aswath aswath.satrasala@gmail.comIs everyone calculating commission in a spreadsheet?
I have a landscaping business. I have a pay for performance model, pay out for google reviews, and am thinking about providing sales people with a commission for specific types of jobs. Right now, I use a whiteboard to show the crew and calculate in Excel. Is there a better way to do this? I feel like paying a flat rate (percentage of invoice or flat rate per sale) is simple. But when it comes to tracking hours, or paying based on margins, upsells etc. It can get pretty complicated tracking everything in Excel.Add Category & Subcategory Structure to Pricebook Items for Faster Field Quoting
We’d love to see Jobber’s pricebook evolve to include Category and Subcategory fields that can be used to organize services and products within quotes and invoices. Currently, line items can only be classified as “Service” or “Product.” This flat structure makes it difficult for technicians in the field to quickly find the right line item when quoting or invoicing on site. Other trade service platforms (like Housecall Pro) allow items to be uploaded with a “Category” and “Subcategory,” which can then be used to filter or browse within the app. Adding this capability to Jobber would make a major difference for trades with large or detailed pricebooks — especially electrical, HVAC, and plumbing contractors. Example use case: Our team is building a standardized pricebook with over 1,000 items. If we could categorize items (e.g., Devices → Switches → Single Pole or Breakers → AFCI → 20A), our field techs could easily quote small jobs or extras on the spot without relying on estimators. This would: Reduce office workload by enabling accurate in-field quoting and billing Improve efficiency and consistency across the team Buy back time for company owners and estimators to focus on higher-value tasks Suggested Implementation: Add optional “Category” and “Subcategory” fields to the pricebook import/export template Allow field staff to filter or browse line items by category when adding items to quotes or invoices This would be a huge workflow improvement for growing teams trying to scale quoting in the field while maintaining accuracy and consistency.
Feature Request: Hourly Line Items That Auto-Track Labor Time
Hey Jobber Team and fellow users, I’d love to see a feature added that allows us to mark a Job or Line Item as “Hourly,” where Jobber automatically tracks labor time during a visit. (yes, labor time is already tracked, but it does not populate invoices automatically with the labor time total) Here’s the idea: When a team member clocks in and out for a visit, Jobber would log the total man hours and automatically populate that into the invoice line item when it’s generated. Example: If a visit takes 3.5 total man hours across the crew, and the rate is $60/hr, the invoice line would automatically show: Labor (Hourly) — 3.5 hrs @ $60/hr = $210 This would be a huge time-saver and ensure invoices accurately reflect labor hours without needing to manually edit or calculate them later. Why it matters: Eliminates human error in time-based billing Speeds up invoicing for hourly work Keeps job costing more consistent and transparent **Would also love to see labor time displayed in decimal!** Would love to hear if others are interested in this too — and if Jobber could consider adding it as a future update!
