Jobber
2025
Quote options & Pricebook
Letting Jobber customers present good, better, best options on a quote, built on a pricing system that keeps quoting simple.
Overview
The challenge
Quoting is where service providers win or lose the job, and Jobber made it harder than it should be. For complex trades, offering good, better and best options is how they close and upsell, but Jobber gave them no real way to do it. 93% of complex providers needed to offer options, yet 68% leaned on workarounds like optional line items, and 25% went to Canva or PDFs or dropped the strategy altogether. One provider was spending close to two hours on a single tiered quote.
There was a deeper problem underneath. You basically could not price work in Jobber at all, so providers did the math in spreadsheets and pasted it back in. So the work split in two: Quote Options, the choice on the quote, and Pricebook, the pricing system behind it.
My role
Owning it end to end
I was the sole designer on Quote Options and Price Book and owned it end to end, from research and IA through interaction design and validation.
Research
Sizing the need, then pressure-testing the design
What we learned
Providers do not think in "groups" and "comparisons"
Their instinct is to build a line item first, then turn it into an option. Our early design fought that habit and it cost us.
Options are a sales tool, not a feature
As one provider put it, a single price isn't an option, it's an ultimatum. Choice is what makes a client comfortable enough to say yes.
The workarounds were expensive
One provider copied a line item, re-typed all the details and deleted the original just to mark something optional. That doubled his input time.
The core idea
Pricebook is where the complexity lives: every offering is a Service (a unit of work with its real cost), a Package (a bundle of services) or an Option (a client choice, either pick-one good, better, best or pick-any add-ons). That keeps quoting fast and light, because you are just pulling those building blocks in and laying them out clearly for the client.
Tracing a single line item from price list to quote to client selection to job, so pricing stays consistent end to end.
Design decisions and trade-offs
Matching how providers actually quote
Entry points that match the real workflow: Instead of one forced path, providers can turn any line item into an option or start a comparison wherever they like, which matches the build-first habit the research uncovered.
A visual hierarchy you cannot misread: Groups and comparisons used to look alike, so I strengthened the borders, moved headers above the line items and surfaced the selection controls. In testing, that meant zero mis-clicks.
Enforce the choice on the client side: On the client side, a comparison makes them actually pick one, which cuts the back and forth and makes the decision explicit.
Scope to the common case first:V1 shipped the most common cases, product and material choices, and deferred complex tiers so it could ship and start learning.
The finished quote the client receives: options to compare, pick one, one clear total
Results
Shipped to learn and a foundation that outgrew the project
Quote Options shipped to a limited alpha, a learning release so the team could watch real providers use it before a wider rollout. The bigger outcome was Pricebook: the Service, Package and Option model I defined became the foundation for how Jobber prices work, and it grew into a Staff-level initiative.
Adding a service to the Pricebook, where each item holds its own cost, markup and price so it is ready to drop into any quote
