Перейти к содержимому

Quick Jobber Tutorials - Creating Invoices

The Bulletproof Handyman Business

0:00 / 0:00

Quick Jobber Tutorials - Creating Invoices

1 395 просмотров · 2 года назад
The Bulletproof Handyman Business
43,6 тыс. подписчиков
1 395 просмотров · 2 года назад
There are four ways to create an invoice in Jobber, and this walkthrough covers all of them plus the full flow of filling one out and sending it. The pro move: never let your guys close jobs. Have them complete their visit and leave it as "action required" so you — the name on the truck — review the photos and notes before you close and invoice. You'll see the whole path from the jobs tab to hitting send, with the completed-work pictures attached. Jobber — The CRM That Built My Bulletproof Business I've trusted Jobber to run my entire business for 5 years. Free 14-day trial + 20% off your first 6 months: https://go.getjobber.com/bulletproofh... 🆕 EARLY ACCESS: Jobber Teammate (an AI agent built into Jobber) + Jobber Phone (business calls inside Jobber). Log in to Jobber, then sign up: https://go.bulletproofhandyman.com/jo... My handyman pricing for Jobber + business docs: https://www.bulletproofhandyman.com/d... Free Jobber Work Flow Webinar: https://www.bulletproofhandyman.com/e... 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗟𝗘𝗔𝗥𝗡 • Four different paths into a new invoice, and which one I actually use • Why a blank invoice with no job attached is the route I don't recommend — build and close a job instead so everything gets tracked • The difference between "requires invoicing" (job closed, not billed) and "action required" (task done, job not closed) • Why you should never let employees close jobs — leave it "action required" so you review it first • Where your guys' field photos and descriptions live (internal notes) and how they carry forward onto the invoice • How to set up the subject line: service address plus a one-word job description • Adding dollar or percentage discounts and letting Jobber do the math • Send by email or text so the client gets a secure pay-online button — and attach the completed-work photo ──────────────────────────────────────── 🔥 𝗘𝗦𝗦𝗘𝗡𝗧𝗜𝗔𝗟 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗧𝗢𝗢𝗟𝗦 & 𝗦𝗢𝗙𝗧𝗪𝗔𝗥𝗘 🔥 FREE Master Class — How To Start A Bulletproof Handyman Business. https://www.bulletproofhandyman.com/a... 𝗡𝗘𝗫𝗧 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 (ERGO NEXT) — My handyman business insurance for 5 years. https://go.bulletproofhandyman.com/NEXT 𝗦𝘁𝗮𝗿𝗹𝗶𝗻𝗸 — How I stream and work from the road. https://go.bulletproofhandyman.com/st... 𝗤𝘂𝗼 — App-based business phone for your personal cell. Text me: 520-433-3774 https://get.quo.com/olqbjk 𝗡𝗼𝗿𝘁𝗵𝘄𝗲𝘀𝘁 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 — Fast LLC formation + registered agent. https://go.bulletproofhandyman.com/no... 𝗕𝗹𝘂𝗲𝗩𝗶𝗻𝗲 𝗖𝗵𝗲𝗰𝗸𝗶𝗻𝗴 — Online business checking in minutes with just an EIN. https://go.bulletproofhandyman.com/Bl... 𝗪𝗜𝗫 — Affordable website builder for service pros. https://go.bulletproofhandyman.com/WIX 𝗚𝘂𝘀𝘁𝗼 𝗣𝗮𝘆𝗿𝗼𝗹𝗹 — Modern payroll a handyman can actually run. https://go.bulletproofhandyman.com/gusto 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 — The bookkeeping platform I recommend. https://go.bulletproofhandyman.com/Qu... 🏕️ 𝗘𝗩𝗘𝗡𝗧𝗦 🏕️ FFTC December Class — Jobber — Dec 1–5, Tucson FFTC October Class — ERGO NEXT — Oct 20–24, Tucson Free Jobber Work Flow Webinar — Oct 27, 4pm MST FFTC interest list — get notified when new classes open https://www.bulletproofhandyman.com/e... 📣 𝗖𝗢𝗠𝗠𝗨𝗡𝗜𝗧𝗬 📣 𝗗𝗶𝘀𝗰𝗼𝗿𝗱 — The Bulletproof Handyman community. https://go.bulletproofhandyman.com/di... 🧰 𝗙𝗥𝗘𝗘 𝗕𝗨𝗟𝗟𝗘𝗧𝗣𝗥𝗢𝗢𝗙 𝗧𝗢𝗢𝗟𝗦 🧰 Project Estimator — https://www.bulletproofhandyman.com/t... Startup Budget Builder — https://www.bulletproofhandyman.com/t... Hourly Rate Calculator — https://www.bulletproofhandyman.com/t... 🤠 𝗔𝗙𝗙𝗜𝗟𝗜𝗔𝗧𝗘𝗦 🤠 𝗧𝗵𝗲 𝗛𝗼𝗺𝗲 𝗗𝗲𝗽𝗼𝘁 — https://go.bulletproofhandyman.com/Ho... 𝗠𝗲𝘁𝗮 𝗥𝗮𝘆-𝗕𝗮𝗻𝘀 — https://go.bulletproofhandyman.com/Meta 𝗝𝗮𝘀𝗲 𝗠𝗲𝗱𝗶𝗰𝗮𝗹 — https://go.bulletproofhandyman.com/jase