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?
Question for Jobber Team: Why Are Filter and Sort Settings Not Persisted?
Across every core page, Jobber relies on sortable and filterable lists. Filter and sort settings are not persisted, not across sessions, not across navigation, and not even within the same page during a session. This forces users to: Reapply filters Re-sort columns Rebuild the same view they just set up moments ago Workflow comes to a full stop every time this happens. Unless users only use the default list views, it is impossible to work efficiently when moving between pages. This is not a “feature request.” It is fundamental software behavior that has been solved in applications for decades. Any tool with sortable and filterable lists as a core component must persist these settings. There are multiple well-understood ways to do this, including: Persisting settings in the URL so navigation or session reloads maintain state Storing preferences in session or local storage Saving user-level defaults or remembered views Why does Jobber not implement one of these basic solutions? Jobber positions workflow efficiency as a core value. Why are users who rely on sort and filter options condemned to endless repetitive actions? Instead of working on my business, why do I have to spend that time creating scripts that save sort and filter changes and reapply them every time the page loads? This is a critical UX failure that directly slows daily work for nearly everyone. If this is technical debt, it's too big to keep ignoring at the cost of user experience. When will this be addressed?
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 do locksmith businesses handle vehicle key pricing with hundreds of SKUs? What's your quoting strategy?
Hello, I run a locksmith company and Jobber has been fantastic beyond description for my business for Residential and Commercial work. However I do an extraordinary number of vehicle keys. My problem here becomes that there are Thousands and thousands of skus for car keys. I have one of the smallest inventories I know and its still almost 600 SKUs of just car keys for various Y/M/M. To put it into perspective, my supplier has 165 different Keys just for Ford. The pricing for them is all over the place too from a few cents to several hundred dollars. My old system was designed around this so while you did have to build the pricing database, you could quickly quote by Year, Make, and Model. Does anybody have any ideas I can try to implement to help with this pricing strategy because right now my workflow is flawed. I have to put all the information into the old system to pull the price out, then transfer that data over to jobber after the phone call is over. I use the custom fields for Y/M/M so that if I need to find Honda keys I can search "Honda" but I need a way to quickly set up jobs because this is about 50% of my business. Some examples below: 2016 Honda Civic: If your car has a Push-To-Start, we can make you a key for $260.00. If your car used a key to turn the ignition, we can make you a Remote key for $205.00 or a basic key with no buttons for $175.00. If you have a working key and want a spare, we can make a Push Start key for , a Remote key for $175.00 or a basic key for $145.00. All prices are before tax and this price may change if additional parts or service are required. 2005 Cadillac Escalade Your key should cost $95.00 plus tax if the locks are factory original and you had one key that opened the doors and started the ignition. If you just need a spare key cut, the price is $85.00 plus tax. This price may change if additional parts or service are required. 2007 Mazda CX-7 If your car has a Push-To-Start, we can make you a key for $325.00. If your car used a key to turn the ignition, we can make you a Flip key for $265.00 or a basic key with no buttons for $165.00. Your vehicle originally required 2 keys to run correctly and we may not be able to bypass this. If you have a working key and want a spare, we can make a Push Start key for $295.00, a Flip key for $235.00 or a basic key for $135.00. All prices are before tax and this price may change if additional parts or service are required.
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 :)
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?
