Estimate sheets

[evo]

Heh this is funny to bring up again.
I’m back on jobber and I have to say it does have its benefits, especially when you’re trying to rifle through a filing cabinet of carbon copies to find someone’s address, which are often illegible both from my handwriting and not getting a good enough pressure on the carbon paper.

On jobber I can look through the whole system and see a job someone else bid for the same customer years ago and get context. Plus you can track your data on a zoomed out level over the years and see how you do bidding.

Auto dictate sped up my estimates and allows for a lot more detail than handwritten. You have to spend some time after the fact editing though. The other day I had “20 inch diameter red nipple” as opposed to maple.

I’m just curious what the 20 inch diameter red nipple is attached to?

 

[Stumpsprouts]

I’m just curious what the 20 inch diameter red nipple is attached to?

It’s attached to a basil root (for basal rot)

Knuckleboom cream (instead of crane) is another constant

 

[Bendroctanus]

Oh ok. It’s all making sense now. Knuckleboom cream for the 20 inch diameter red nipple. Got it.

 

[lumberjackson]

What do you think are the limitations of Wave? It looks pretty decent, Im about to give it a try. Just wondering before I start uploading all my customers information. It also makes me pause, what are they getting out of this and is my customers information safe?

I've actually switched from Wave to jobber since. I think the main limitation of wave for me was that it is just accounting software, as opposed to full CRM, meaning that going between approving the quote, scheduling, routing, and communicating with customers all required an additional service or step that I had to do manually.

I appreciate your question about what Wave is getting out of you. 1. They charge a fee to process any card payments, and 2. They offer a bunch of add-on book keeping and accounting services, and I think the free quoting and invoicing stuff is a way to get you somewhat locked into their platform and then when you grow and scale, it makes sense for you to stay with them and start paying for some of their add on services. I doubt they ever sold any info I put on there, I don't think their business model would really benefit from it.

I switched to jobber anticipating that I would hire a couple people and increase my work volume, where I think the benefits of the features in jobber would justify the cost, but I'm still rolling solo and picking fewer high margin jobs over more lower margin jobs, so I haven't scaled like I anticipated. Right now I'm paying way more for jobber than what I can justify in terms of work load and office time and I regret switching to some degree, but the customer portal and customers approving quotes online is awesome and I think that feature alone has helped get me a few jobs I wouldn't have otherwise. And switching software after you get established with one system is terrible!!