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Online booking - losing Request info
Hey all, I have a pain point and I wonder if anyone else is experiencing this. Requests converted to Jobs via online booking lose the data of the Request. So if a customer uses a Request form (via the public website or through Ai Receptionist (which I don't have set up for Booking because I don't want the public to have access to that -- it's a previous customer only function in our world), and then books the visit online, the Request data is NOT moved into the Job, so the techs don't know what the Job is about. Pictures are moved to the Job form. If you have every possible product and service delineated in the booking form, I suppose the Request information might be superfluous, however, in plumbing there are so many variations, and sometimes we show up with the problem identified, not the solution (i.e., line items of products and services). We have more umbrella terms in our Request and Booking forms (routine jobs, multi-faceted jobs, etc.) as choices. Most customer wouldn't know a flange from a fill valve from a flapper, so it makes sense to present their choices in terms customer can understand. In any case, I think it's important to convey to the field crews what the customer said in their own words - can help the conversation when they arrive on site. Yes, I know how to cut and paste and adding steps is moving in the opposite direction of efficiency. Anyone else?
How Do You Manage Requests in Jobber?
Hello everyone. How are you managing requests in jobber? We have all our leads coming into jobber via request forms and many customers submit request forms for service as well. When we follow up on these requests we are able to get hold of some and convert them to an assessment, a quote, or a job. The ones we reach out to but do not get hold of right away are staying in the request bucket and the status still says, "New". Is there a way to change that status or move them somewhere else? These requests seem to pile up for us. Since we haven't contacted/scheduled them we really can't move them to assessment, quote, or jobs. We don't want to archive them yet. I would really like to zero out my requests daily. How are you managing these requests that you don't get hold of right away? Are they being left in the request bucket with the status still saying, "New" until you finally schedule them or archive them? Or are you doing something else? Looking forward to hearing what companies are doing. Ernie
Starting a New Hardscape Division While Busy with Landscape Maintenance Team
How do you actually start a new division of your business while still managing day-to-day operations? Between quoting, scheduling, and running jobs, it’s hard to carve out time to build something new. Curious how others have handled this without things falling through the cracks. What worked for you? Context: our "bread and butter" as a landscaping company has been in residential maintenance (lawn cutting, care, property clean-ups, trimming, garden care, softscape / small hardscape installs, etc.). My business partner and I are near max capacity with taking on more residential maintenance clients and would like to get into higher earning, longer term, larger projects on the install / design side of landscaping.Are you using AI in your business yet or still “just curious”?
Where are you at with AI right now? A) Not using it at all B) Using it for basic stuff (e.g., emails, replies) C) Using it for ops (e.g., estimating, training, reporting) D) “We run everything through AI” level—share below how you’re using it! In this episode of Masters of Home Service, PhilRisher and ryaantuttle share real-world ways home service pros are using AI to: Speed up estimating and hiring processes Create ready-to-use marketing content Prep for the shift from traditional SEO to AEO and GEO Want to put these tips into action? Download our free AI starter toolkit (includes scripts and pro tips). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have set up?? I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. Cheers !What tech tool actually made your team more productive?
What’s something that genuinely saved time or made your team better? Did it help with quoting? Payments? Share your take below. In this episode of Masters of Home Service, ryaantuttle and Rob Soper get into: Why many owners are still stuck with manual processes How tech can act like extra admin (without hiring) Simple ways to start using tech without overhauling everything Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
AI for Contractors: How Home Service Pros Are Using AI in 2026
We just surveyed over 1,000 home service business owners across the U.S. and gathered real-time stats about how they're using AI in their day-to-day operations. The gap between businesses using AI and those that aren’t is starting to show: 88% of businesses who are fully-booked use AI vs 27% of businesses who are still filling their calendars Here's what 52% of the 1,050 home service business owners surveyed say they use AI for: 54% for quoting 52% for invoicing 51% for writing emails and proposals Younger owners are adopting it fastest --> 64% of business owners under 30 already use AI. Curious how this compares to what you're seeing in your own business. Are you currently using AI for quoting, scheduling, or customer communication? Or is it something you're still exploring?
