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How do service businesses track service contracts and manage multi-day or multi-visit jobs?
Hello! How are you entering and keeping track of service contracts? We sell, install and service generators and want to make sure we are properly tracking these and ensuring renewals don't slip through the cracks. Some are once a year visit, some need 2 visits, some need 4. How do you guys do this? What about jobs that require multiple visits? Our installs take time from the moment we get the project approved, to then getting the permit approved, and the individual days of work, inspections, etc. Looking for tips on this. Thanks!How do you politely dismiss delinquent clients?
We run a lawn care service where we provide weekly and biweekly service to clients. We bill upon completion of the job and after 2 unpaid invoices will suspend their service schedule until the client account has been settled in full. About 95% of clients do pay up their accounts but then we go on to chasing down those same people nearly every month. I am the bookkeeper and in 2026 I'm proposing that we dismiss several of these delinquent clients but I would like to be sure I communicate the message in a polite way and am able to combat any arguments or negative reviews that may come from this conversation. Has anyone else dealt with this and what were your steps to notify the client that you will no longer be providing service for them next season? Is it a phone call, email, or both?
I love the AI Receptionist, even though it isn't quite what I really need yet.
AI is becoming a bigger part of the home service world, and Jobber’s AI receptionist has been one of the most surprisingly valuable tools I have added to my business. It is not perfect, but it has changed the way we handle calls, especially during the busy season when every minute matters. Here is what I love. The AI receptionist makes sure no call goes to voicemail. That alone is worth its weight in gold. Missed calls used to mean missed opportunities. Now someone always answers. The system collects basic information, gathers the details for a new request, and takes clean, general messages when needed. It keeps customers engaged long enough for us to circle back and turn that call into booked business. Those minutes matter. But since this is the AI category, here is the honest side of things too. The AI receptionist is sharp, but it is not very flexible. The line of questioning feels locked in. It seems designed around filling out the connected request form step by step, instead of listening to the customer and adapting the way a human would. Sometimes it asks questions that do not make sense because they appear on the form, not because they fit the flow of the conversation. I wish there was more free text space or deeper customization in the AI trainer to teach the system how my business actually works. Every home service business has its quirks, its personality, its way of handling certain kinds of clients. If we could train the AI with more nuance, it would feel more like a human receptionist and less like a form with a voice. Even with those limitations, the tool is still a win for us. It has saved time. It has kept customers from hanging up. It has bought us breathing room and captured leads we probably would have missed. That is real value. AI is only going to get better from here. And if Jobber continues building flexibility into this system, I think it is going to become one of the most powerful parts of the entire platform. For now, it does its job. It keeps the phone alive, keeps the customer talking, and keeps me from drowning in missed calls. And in the world of home services, that is a big deal.AI Receptionist vs Outsourced vs Owners
Hello everyone, New to the community here. Recently launched an HVAC business in Texas, after being in real estate development for nearly 2 decades. Would love to hear your insights on your experience with AI receptionist vs outsourced team vs you answering the calls yourself. I am personally finding our AI receptionist build via RetellAI perhaps isn't the best. But also, majority of calls now are sales calls....so I am really torn on what to do. Any advice and insights would be appreciated. Sincerely, AliceHow do you manage different level Service Contracts in Jobber?
We are currently offering one service contract; however, we are looking to create three tiers. We would have a Silver, Gold, and Platinum package. Each package/membership would offer something different. How could we effectively manage this in Jobber to keep track of which clients are on which level package? How many visits they have/have used? Payments? Etc.How to start an in house training center for painting?
I am looking for feedback on starting a training center for residential painting. We have a shop but it is kind of small for what I am looking at doing. Is there any creative ways I could go about purchasing, or leasing a building that is specifically for training and education? My goal would be to hire on young men and women who are interested in the painting trade and have a facility to train them in before they every step foot on a job. For example, there would be a class room to learn about products and applications. Then there would be actually rooms built out and small exterior walls build out with different substrates to actually train applications. I would hire some of my current employees to be paid extra to run classes and training. What do you think? Am I dreaming too big or is this something I could accomplish? How could I go about making this happen?How do you train your team so they can run the business without you being everywhere?
In this episode of the Masters of Home Service (around the 17:35 mark), Jeff Guldalian (@The360Electrician) breaks down how training your team gives them the authority, foresight, and knowledge to make fewer mistakes—and as a result, get fewer phone calls from upset customers. Do you have any training tips that have helped you let go of some of the daily burdens so you don't have to be everything, everywhere, all at once?
How to implement safety meetings? Certs?
When growing your painting business how can you go about focusing more on safety? With a larger team and more people on jobs/bigger jobs what do safety meeting look like? How do you go about getting your team and your self educated? What certs can you get and how do you offer them?
