Request for Quote building using hidden subtotals
As a handyman/general contractor, I only base my quotes per job/task and not time and materials. I do not want the client to see the price of labor, cost of materials, or other line items except the Job task itself and the price. In order to build an accurate quote, I have to build all of this in a spreadsheet (labor, materials, etc) and copy over the grand total. If I need to make a revision, I have to go back to the spreadsheet and redo the calculations. It would be very helpful to have a way to build a quote with hidden sub line items that can be changed. Quickbooks has a estimate feature called bundling. Example: Tile Backsplash Installation $2,575 (hidden below) Labor 12 $165 $1,980 Tile 1 $350 $350 Mastic 1 $30 $30 Grout 1 $30 $30 Misc 1 $20 $20 Does anyone else struggle with this or have an efficient workaround?
How to manage duplicate clients, flags, and scheduling visibility in Jobber?
Hello, A few things I'd love to see added to jobber, if not already there and I have the wrong package. Being able to merge clients! When multiple people answer the phone, some do not check for previously entered spelling errors and such, we end up with multiple duplicate clients. Multiple jobs/invoices are scattered within all the duplicate clients. Being able to flag clients, maybe a color coded flag like red for no service at all, yellow, needs payment collected first or allow us to label our flags how we need to. Or give us a drop down box to make selections by color, or a preview box so we see it as soon as the clients name is entered before scheduling and without it being on the profile for invoices and receipts. Color highlight for clients that are on the schedule, like if someone is flexible and can be worked in on a day we have a cancelation or a color if they have to have a solid appointment day. These colors need to be separated from the team colors and be able to be seen on the calendar view so CSR's can see at a glance that someone can be worked in right away if there is a cancelation. That's all I got for now :)Can Route Optimization set start/end points without adding them as visits?
Route Optimization doesn’t yet support fixed start and end locations that aren’t visits, but it’s something we’re exploring for the future. In the meantime, here’s a workaround you can use: Add your yard or storefront as two visits. In your Anytime visits list, drag one to the first slot (start) and other to the last slot (end). When running Route Optimization, check the options for Start and End appointments. This will make the route calculate from and back to that location. Click here to learn more about Route Optimization in the New Schedule!
Jobber jobs to QBO projects integration
Has anyone tried to extend the QBO Jobber integration to link a Jobber Job with a QBO project? We are an electrical contractor and have numerous suppliers and many components we use. All of them are entered into QBO. Our field team uses Jobber. I want to use the QBO projects to track project profitability. Which means three enhancements are needed: 1 - Jobber Job creation triggers a QBO project for the same customer. 2 - Time sheets from Jobber need to be updated to tag the customer and Job in QBO 3 - invoices would need to also be linked to from project to job. The job numbers in jobber could be used in QBO to create the linkage e.g. they can be used in the project name.
Finding out when a client profile was created?
So I took a call from a customer on a Friday afternoon after a busy day, he wanted service for the next week so I put in his name and address in a job booking, but forgot to take down his number! It is in my call log on my phone, but I had so many calls that day and I don't remember which number was his. I was wondering if there was a way to see what day/time a client/job was entered in Jobber so I can cross reference my call log?
Job Templates for repeat work
There should be an ability to create job templates for repeat types of work. Many business have some core services they offer and having to type out the titles every time and set the number of hours every time and then having to add the line items each time is a real hassle. There should be an ability to create a template where the title can be autogenerated by certain fields or criteria and times for those jobs can be preset with the default line items loaded. Then you would only need to select a client and property. Having templates like this would take a lot of the time consuming administrative burden off.
Mass Scheduling with Line items
Is there a quick and simple way to upload visits that include line items, rather than having to create each one individually? I'm new to Jobber, so any guidance would be appreciated. It seems strange to me that I can create a job but not add the other details. It would be really helpful if we could upload line items as well for better automation and efficiency during the invoicing process after the visit.
