Forum Widgets
Recent Discussions
How are you using AI to save time on admin without replacing staff? Sharing an AI win!
Hey everyone, just wanted to share a quick operations win. I’ve started using AI to handle the backend bottleneck in my property management and leasing business, and it’s saving me 5+ hours a week. Jobber is still our main hub for scheduling, but we added a quick AI layer to help with the admin: Instant Drafts: It writes fast, professional replies to incoming inquiries based on our availability. I just reviewed and hit send. Morning Summaries: It scans overnight messages and hands me a 1-minute checklist of who to contact first. It hasn't replaced any staff, but it completely stopped me from doing laptop work on the couch at 10 PM. Are you guys utilizing Jobber AI or automation tools to speed up your response times, or keeping it manual? Let’s swap stacks!What ai/automated workflows do you use for your home service business?
I want to better implement AI into my landscaping business out in Arizona. What workflows do you use to better help everything run smoothly or save time? Here's what I have going so far: Field crew uses ChatGPT or Claude to troubleshoot issues I use it for rough calculations of the material and time it will take for the job writing specific contracts for customers Handling mistakes on projects when it comes to client communication Training manuals and internal SOP creation Captions and storyboards for social media posts Ad copy for marketing Financial analyzation for profit and growth Finding gaps in my business for course correction
Zapier vs Make… what’s been your experience?
I’ve been building out more automations around Jobber lately and ran into something interesting. A lot of setups I see are using Zapier, but once workflows get more complex, the cost starts climbing pretty fast. I switched a few of them over to Make.com just to test it, and it’s handled everything I’ve thrown at it so far. Feels like you get a bit more control over the logic, and it’s easier to actually see what’s going on in the workflow. Pricing hasn’t ramped up nearly as fast either. Curious if anyone else has tried it, or if most people are still sticking with Zapier?I built an AI assistant that runs my office
A few weeks ago I shared how I built a one-step enrollment system for my lawn care program — client enters their info, credit card goes on file, and they're enrolled. No quote approval, no back-and-forth. Automated sequences handle the welcome email, welcome text, and contact setup. One step, done. Coming from a background as an electrician, I tend to look at everything as a circuit. If there’s a break in communication or a 'loose wire' in my lead flow, the whole system fails. I decided to stop fighting the mess and started 'wiring' my office the same way I would a complex panel. I built an AI operations system that runs alongside Jobber. Every text, phone call, email, voicemail, missed call, and website form submission automatically gets logged to a centralized database through a series of Zaps. Every client has one record, one timeline, and one clear next action at all times. Every morning before I head out, I run a 5-minute briefing with an AI assistant. It reads the full client database through an MCP server — which basically means the AI has live access to every client interaction in real time. It tells me who contacted me overnight, who's waiting on a response, who's going cold, and what I should do next for each person. It drafts the messages. I review, edit if needed, and send. I also set up an AI receptionist on my business phone line. It answers calls, can answer common questions about services and pricing, takes client information, and transfers calls when needed. It can also send texts to the caller during or after the call — like a direct link to the enrollment page or the resources section on my website. It handles multiple calls at the same time. No more missed calls going to voicemail. The tools: Jobber for jobs, scheduling, and service history. An MCP-connected database for the client timeline. Zapier to connect everything. An AI assistant for daily briefings and client communication. An AI receptionist for inbound calls. Jobber stays at the center — it's my source of truth for every job, every visit, every quote. The AI layer sits on top and makes sure nothing falls through the cracks between Jobber and everything else. I'm planning my first hire this season. Not because I'm behind — because the systems are handling the admin load well enough that I can focus on growing. The AI doesn't replace a person. It replaced the office work I used to do at 10 PM after a full day in the field. If anyone's curious about how any of this works, happy to answer questions. I'm not selling anything — just sharing what I've built because this community helped me think through a lot of it.What is your go-to source for Safety Compliance?
It seems like every month there is a new requirement for safety compliance in my area. We are electrical contractors in California. We review the OSHA website often and subscribe to their mailers. We are looking for a good source for safety compliance that we can use to provide the needed safety materials, meetings, and training to our small crew. We'd love to hear from you all about your best-known methods, and if there are any sources that you use that cover materials, meetings, and training. ThanksHow Are You Handling AI-Generated Advice From Clients?
Has anyone else noticed clients using AI more during the estimating phase lately? We’ve had clients show up with ChatGPT-generated scopes, pricing expectations, code information, material recommendations, etc. Sometimes it’s actually helpful (rare lol). Other times it creates a ton of confusion because the information is partially correct but missing important context specific to local code, existing conditions, permits, sequencing, structural requirements, and so on. Feels like part of the job now is separating general internet information from what’s actually applicable to a real project. Curious how other contractors are handling this because sometimes it's hard to reason with someone who spent hours in a supportive AI echo chamber.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.
