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If I could hand off one task in my business today, it would be turning an approved quote into a complete, ready-to-execute job plan.We build detailed quotes line item by line item, but once the customer selects what they want to move forward with, there is still a lot of manual work required to turn those approved items into actionable job tasks. Especially when the client makes frequent change orders or requests add ons.Ideally, Jobber could take each approved quote line item and automatically create a task with the scope, worker assignment, dependencies, materials, and status tracking connected to it. This would give our workers a clear sequence of work and allow the client to see exactly what is completed, in progress, or waiting on a dependency.A major part of this would be an AI “Nothing Forgotten” Material List. AI could analyze the full scope and identify everything needed to complete the work—not just the primary materials, but quantities, waste, fasteners, adhesives, trim, transitions, consumables, and other easily overlooked items. We often lose time making multiple trips back to the store because something wasn’t captured upfront.The ideal workflow would be:Quote → Customer Selections → Job Tasks → AI Material List → Dependencies → Worker Assignments → Progress Tracking → CompletionEssentially, I want to hand Jobber the approved scope and have it help turn that scope into an organized, material-ready, trackable execution plan for both our team and our client.

And if I had a second which is also just as important it would be CHANGE ORDERS!Change orders and client approvals are another major gap. As work evolves, we need the ability to create a change order directly against the affected task or original quote line, clearly show what changed and any cost or schedule impact, and send it to the client for remote digital approval/signature before proceeding. Currently, relying on checklists that require an in-person signature is too limiting for this type of workflow.The ideal connected workflow would be:Quote → Customer Selections → Job Tasks → AI Material List → Dependencies → Worker Assignments → Change Orders/Digital Approvals → Progress Tracking → CompletionThe goal is for Jobber to help bridge the gap between estimating and actually executing the work—giving the field team a clear plan while giving the client real-time visibility and an easy way to approve changes throughout the project.

Being able to hire quality employees and keeping them.

Release of Liability forms, waivers, and other types of pertinent documents - but done in a way that is streamlined, quick and easy to understand, and then approval by checking boxes, that would unlock their signature on said waiver etc.Another idea is to incorporate the historical data linked to site visits or completed jobs, and rotate past clients onto a callback list every week, to cycle thru old clientele in an efficient manner; base it off ticket totals, number of visits per season or per year, or even specific geographic areas or neighborhoods.

Quoting and estimating hands down. Pulling up job sites on satellite maps, measuring square footage, figuring out chemical ratios, and driving around doing in-person walk-throughs takes up way too many hours every week. Getting that off my plate so I could focus entirely on production and field work would save a massive amount of time.

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556 Replies

jkolbaba91
Contributor 3
2 months ago
Release of Liability forms, waivers, and other types of pertinent documents - but done in a way that is streamlined, quick and easy to understand, and then approval by checking boxes, that would unlock their signature on said waiver etc.
Another idea is to incorporate the historical data linked to site visits or completed jobs, and rotate past clients onto a callback list every week, to cycle thru old clientele in an efficient manner; base it off ticket totals, number of visits per season or per year, or even specific geographic areas or neighborhoods.
- Alisha
  Contributor 2
  1 month ago
  YES! We are using quotes to get around this now, so the customer can "sign" or "acknowledge a waiver. Definitely could look better when sent to the customer.
TimTimmerson
Contributor 2
2 months ago
Accounts receivable
finetune26
Contributor 2
2 months ago
Sales and collections
ThatBbianca
Contributor 2
2 months ago
If I could hand off one task in my business today, it would be the administrative and organizational tasks—such as scheduling, responding to routine inquiries, organizing documents, and keeping up with follow-ups. As I build and grow my business, I want to focus more of my time on developing my services, connecting with customers, marketing, and creating opportunities for growth. Delegating the administrative workload would allow me to work more strategically and build a stronger foundation for the business.
- MichaelFriesen
  Contributor 2
  2 months ago
  Ive hired a team of North American dispatchers that help me with this. I get one lady dedicated to my team, she helps me with stuff and has streamlined it well if that could help im happy to share her info. Not sure they have room but I just delegated this stuff last October and Ive never been busier! 12/10 recommend finding an expert to help!
Jordy23
Contributor 2
2 months ago
If it were up to me, I’d love to automate follow ups after jobs so that there’s more business later on :)
RoyalClean1
Contributor 2
2 months ago
Great question! It would be marketing and lead generation. So, I can focus on scaling.
- MichaelFriesen
  Contributor 2
  2 months ago
  I have a great company I work with for this, if you need help let me know I can get you their contact info. They use Jobber for us and its been so amazing
  - Moderntx25
    Contributor 2
    2 months ago
    Michael could you shoot me that info over?
WTS
Contributor 2
2 months ago
Collecting would good. Always time consuming and frustrating when the odd client doesn't pay as scheduled
travisshepherd
Verified Community Coach
2 months ago
Quoting and estimating hands down. Pulling up job sites on satellite maps, measuring square footage, figuring out chemical ratios, and driving around doing in-person walk-throughs takes up way too many hours every week. Getting that off my plate so I could focus entirely on production and field work would save a massive amount of time.
RonaldBennett
Contributor 2
2 months ago
I'd have to agree with Loni, collecting funds from clients is a task I'd like automate.
LoniB
Contributor 2
2 months ago
If I could hand off one task in my business today, it would be collecting funds from clients.

Forum Discussion

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If you could hand off one task in your business today, what would it be?

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