How to manage and optimize leads before they become paying customers?
I am looking to optimize leads, plan routes for the sales departments and optimize so staff is not zigzagging all over town. These are not visits as no jobs are created yet, these are leads. I want staff to hand out flyers, business cards, etc. Is there a way to manage and optimize routes from the client list, specifically for clients who have not converted from a lead to an actual yet? How are others managing this? My prospects are typically other businesses as we are a B2B operation.
How can Jobber help me grow my business?
I am a fairly new business and I am still finishing the detail of my operations. I have been using the basic plan from Jobber for my bookings but I did not find myself using the Marketing suite very much when I first purchased a plan. I believe it is because I was still figuring out how to run my business operations. My question is, what is the best marketing move for me to do as a relatively new business owner using Jobber with limited resources like funds and a small client base.
Quotes can be the wrong tool. Estimates avoid disputes, protect margins, and elevate professionalism
Quotes and Estimates are fundamentally different, and not having both options is genuinely problematic for us. Fudging it by adding exception language to a document labeled as a Quote communicates that we aren’t committed to the quote, that we can’t accurately assess or execute our own services, and that we don't have the basic ability to simply send the correct type of sales form. Every workaround risks the sale and our professional image. How do you protect yourselves when a job clearly requires an Estimate instead of a Quote? Would having the option to create either a Quote or an Estimate, so you can send the correct sales document for each job, help you run your business more effectively? I believe some people are employing entirely different software for quotes and estimates. Considering that the ability to send an Estimate is a critical and basic business requirement, would it make sense for Jobber to add the simple option of changing the word "Quote" to "Estimate" when needed? They could still fall under the heading of "Quotes" in the UI, because only the word on the form being sent to the client, and the word used in the related message, needs to change. That's simply front-end work to implement and not a major feature update. The beauty of web-based applications is that it is programmatically easy to add simple functionality to expand the capabilities of basic features that affect nearly all users, requiring only a willingness to spend a little time improving the product's core functionality: helping us grow and manage our businesses.💡FEATURE REQUEST: Schedule Send Communications
When I’m ready to send an estimate or invoice, Jobber makes it easy to send directly to the customer. The issue is timing. I often finish admin work outside normal business hours because I’m in the field during the day. When I send estimates/invoices late at night, it can feel unprofessional (or at minimum, it triggers customer replies at weird times). Current workaround: I send the estimate/invoice to myself, then schedule send it to the customer later during business hours. Phones make this easy. It works, but it’s extra steps. Feature request: Add a “Schedule Send” option when sending estimates and invoices, similar to email scheduling. Ideal behavior: At send time, give options: Send now / Schedule send For schedule: choose date + time (and time zone handling) Queue it and show status like Scheduled / Sent / Failed Allow cancel/edit of scheduled sends This would save time, reduce mistakes, and keep customer communications going out at appropriate times without requiring a workaround.
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?
What is your favorite feature in Jobber? Why?
I'll go first. My favorite feature in Jobber is probably the new quote templates. This makes our selling process so much easier. It's also easier to train new sales people because we don't have to teach them how to write an entire quote. We can just teach them which template is best for the job, they are bidding.
Are you Sleeping on Jobber's Add-Ons?
Guys! i just want to say - DO NOT sleep on all the extras! I've been feeling like i wasn't getting a lot out of Jobber as I was only using it as a scheduling and invoicing platform, but I've been quite focussed on scaling my cleaning company lately, so i decided to start using more features Jobber has to offer... Im impressed! I didn't know i was missing out on so much! the email marketing, referrals, and google analytics are incredible! worth every penny! I've seen mixed reviews on the AI receptionist... should I add that on as well? I do Google LSA (pay per phone call) and I'm a bit nervous about having AI take those calls...
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. 🧰📋
