Remodelers - What Kind Of Job Take Off Form Do you use?

Question

We've started doing a lot bigger jobs and I've typically been the one to walk the job with the lead for the job, then they take it from there. No drawings, no real written plans outside of the job scope in jobber and the daily notes and conversations we have. Luckily we have some really good guys but I'd like to make this easier for everyone.

For those of you that do 2-4 weeks jobs (so not big enough to always involve official drawings), what strategy are you using to make sure everyone gets the details and follows what your vision for the project is?

wiringbyron · Answer

Hey man, you should really check out a software called LiveSwitch for this.

There's an app. You pull it out and start a recording when you're on site, and just let that thing record. It has full AI that will do whatever you want with that video after the fact: create a summary, quote the job, give you line items, whatever you prompt it will give you.

Also integrates with Jobber. So the videos you take end up in the client profile inside of Jobber.

https://join.liveswitch.com/vyi79avf9b1g

https://www.liveswitch.com/

mims01 · Answer

I think having a simple system is the key. Even if you don’t need formal drawings, having a detailed scope, photos, measurements, material list, and a quick walkthrough checklist can eliminate a lot of confusion. The goal is to get what’s in your head onto paper so the crew doesn’t have to rely on memory or constant calls. As you grow, that kind of documentation becomes just as important as having good people.

mims01 · Answer

That actually sounds really useful, especially for bigger jobs where there are a lot of details to remember. Having the site walkthrough recorded and then turned into notes and line items could save a lot of time and make it easier for the crew to stay on the same page. I’m definitely going to check it out, appreciate you sharing it!

wiringbyron · Answer

Mims, definitely man it will blow you away. To me, it's a total no-brainer.

Also, if you want to get into virtually estimating over video, it's also the same platform I would use. As well, if you want to start having people self-interview on video for you before you hire them, it's also the same platform for that.

If you use my link above, I will jump on Zoom with you, give you a really good onboarding, and make sure you're actually really comfortable with the software.

wiringbyron · Answer

And I guess now Jobber has sort of built in custom forms for assessments, right? Probably there's something there that could be dug into.

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Remodelers - What Kind Of Job Take Off Form Do you use?

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