Hey Matt, welcome aboard.
For me, it’s chasing down quotes and following up on invoices.
When you're out running jobs and managing the crew all day, the last thing you want to do at night is sit behind a screen typing out manual reminders to people who went silent on an estimate or forgot to pay a bill. Getting those back-office follow-ups handled automatically without losing that personal touch is a game changer for getting time back.
Glad to have you in the group—looking forward to hearing your take on streamlining things!!!
Thanks for the welcome and kind words Travis! That’s exactly the kind of workflow I’m interested in — taking repetitive follow-up off the owner’s plate without making the customer experience feel automated.
It sounds like you’re still having to do some of that manually even with Jobber. If you’re open to it, I’d be interested in learning how you’re handling it now and seeing if there’s an opportunity to streamline it further.
Thanks Matt!
Taking that repetitive follow up off your plate is huge. To address how to streamline it without sounding like a robot, Jobber is actually built to automate those exact client touchpoints while keeping things personal.
Inside Jobber, you can set up automated text or email follow ups that trigger as soon as a tech completes a visit or closes out a job on the mobile app. Technicians can snap before and after photos, complete custom job checklists, and log internal notes right from their phone on site. That data syncs immediately, so you can either let Jobber auto send a review request or quality check text right when the visit ends, or open the client record, pull up the job photos and tech notes, and send a custom text in about ten seconds.
That way you're taking the manual work off your plate, but the client still gets a specific, detailed message that feels like you were right there on site. Just know im always here to answer any questions you may have if I am able to. Thats what it is all about on the Jobber Home Service Community. Helping and supporting each other anyway we can to promote each other's success is the ultimate goal! So know im always here for you if you ever need ideas or just another Pro's perspective I've got you!!! Just curious, how are you handling field dispatch and post job check ins on your end right now?
Thanks for that info! As for how I handle dispatching and post-job check-ins, that's not really applicable to our business so our focus is helping small businesses streamline their systems so they can run as efficiently as possible. We don't necessarily go on site to provide a service.
