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.
What tools are anyone using for team communication?
The internal communication in Jobber is not robust enough for multiple team members, especially when we may be working on the same customer/job at different times. Features needed: - ability to mention/tag other team members so they are notified of the comment or message - keeps the communications "within Jobber" at least in knowing which customer the communication pertains to Is there a 3rd party tool/plug in that anyone has found useful for this need? Or even better, Jobber team, is there any plan to deploy this as part of a standard feature?Easily add processing fees to jobs...
I was browsing around here and found a post asking about adding credit card fees to jobs and what is the best way to do it. I was suprised that no one mentioned the way I do it so I commented on the thread. I wanted to make a new one incase others would find it helpful. I provide admin services to Jobber users and I have a client that had this problem a while back. Once we put this in place it was super easy and quick to add any kind of fee by a percentage amount. Go to your tax settings and create a TAX RATE. Name it whatever you want to call your added fee (convience fee, processing fee, whatever but remember customer's will see this name) and put in the percentage. Then go back to tax settings and create a TAX GROUP. Now you can link together your regular tax and the convience fee by putting them in a group. Whatever you name this tax group will not be visible to customers. Now when you are editing the quote/job/invoice you can chose what tax you want added to the subtotal by clicking on the tax name. So you can easily and quickly add CC fees or choose your regular tax fee if they are paying with cash or check. All tax rates and tax groups from your tax settings will be listed here. As you can see, it automatically adds the appropiate percentage to the total so you can charge that through Jobber Pay. I hope this helps! You can make as many groups as you need depending on your situation. This is also how you would charge both state and county tax for those areas that might have that although I'm sure you already figured that out.
Requests, 6 months in
Hey everyone, we've been on the Jobber train about 6 months now so I though it might be high time to share our requests for the platform thus far, as it relates to our business (Electrical services, primarily project work) Add a dedicated feature requests category to this forum. It would be great to have people upvote on the features they want to see most, also allows other users to see what common pain points there are. Timesheets Add ability to view time by job AND custom date range. For large jobs we need to pull monthly hours for billing. Would also like to see general hours vs project hours by month to generate a labour efficiency KPI. Add option to make time billable/non-billable, push directly into invoicing. Add vacation/time off/breaks Add overtime and Stat rules (currently I dump the raw CSV data into a google sheet and it figures out the overtime for me before I run payroll). Change Management Add ability to create an estimate within an approved job with an additional approval mechanism for the purposes of change orders. This is VERY clunky to manage right now. HousecallPro has a "sub-job" feature, where you can add additional jobs to a project with dependencies on the "core" job. Manual triggers for reminders I'd like to be able to rip through my overdue invoices and 1-button hit them with a reminder. I know some people don't need reminders, and some do, some I may have already spoken with on the phone. The automations and templates are built, just give me a button to trigger them manually right from the invoices page. Visits Ability to batch add "x" amount of visits to the job. Unscheduled is fine, I can drag and drop them from schedule view later. Ability to add visits directly from the schedule view, just like new job, new task, new event, etc. I want a "New Visit" and then I just choose the job from a dropdown. Ability to attach time required to visits instead of start/end time. Good for drag and drop. Payments I'm just about ready to turn this off. I need to hide payments completely from the client hub. I have "allow payments" turned off, but clients can still add a card on file, and thus I don't have an opportunity to stickhandle the additional fees. Other PRICEBOOKS: Multiple/categorized pricebooks, customizable permissions depending on role/department. TASK LISTS: Job or visit level task/checklists. We currently have to use companycam for this. We need the ability to walk the job with the production crew and create a daily/visit/job based checklist for the daily tasks. These are the main pain points for now in an otherwise wonderful tool. Jobber has really helped me offload some of the mental loading required to run multiple staff/crews. I'm intrigued by the upcoming Jobber Now event, as well as the earlier surveys that were sent out (relevant to many of my requests). Thanks!Maximizing Your Quotes: Jobber Tips for Accurate Pricing”
Quoting jobs can be one of the trickiest parts of running a business. I’ve been using Jobber to send professional estimates with markups, optional line items, and follow-ups, which has helped streamline the process. For anyone using Jobber, how do you set your pricing? Do you use markups on materials, and how do you handle follow-up quotes if a client doesn’t respond right away?”*
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.
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?
