Fix the Plumbing Before Adding AI
Greetings Community 👋🏿 A concept I’ve thought about a lot: automating a broken workflow doesn’t save time, it just makes the mess move faster. A lot of teams jump straight to automation and the newest AI tools while the systems underneath are already disconnected: scattered user records, inconsistent permissions, duplicate data, and no clear source of truth. Identity is one of the best places to start. A well-managed IdP gives you a central place to manage users, access, and the SaaS applications your business depends on. It makes implementing SSO, provisioning, and deprovisioning across applications cleaner while establishing clear ownership of identity and access. Now you have a cleaner foundation to connect systems and build automations that actually make sense. Otherwise, you’re just automating the mess.Grok Bot & Jobber.......
All right, I did something last night. I had Grokbot sign into my Jobber account and then also sign into my email. I started asking it, "Who owes me money?" It came up with my top four largest invoices that were overdue, roughly about $100,000. So then I said, "All right, let's contact these people." It went in my email. It searched emails to these clients previously so it could see how I typically talk with them. It made a beautiful email outlining all the invoices: how much was due, when they were due, the invoice numbers, and everything, and then sent those emails off to those clients so that I can nudge them and get paid. So, bam, that's my new accounts receivable bot. Now I made a quote follow-up bot as well. This bot went through my recent quotes, and it actually found a couple that the client hadn't opened yet. It also reached out to those people on my behalf through email. Jobber already does a great job at follow-ups, so this new bot is just going to check in with me once a week if it finds any quotes that have been sent and haven't been opened by the client yet. Of course, my mind was blown, and today's job is figuring out what else can Grok Bot do for me in my Jobber account.Virtual assistant
Sorry if this is a repeat post. I did some searching on here and didn’t find what I’m asking. I keep hearing about virtual assistants used for service pros. I’m a 1 man show right now trying to delete and automate as much as possible to leave room for growth and expansion. I heard virtual assistants can help with a number of task. Does anyone have a company they refer or use? What has been the feed back?How has that helped utilizing a VA and Jobber together? Thank you !
Best way to handle inbound calls to company line?
Curious yalls thoughts. Looking to not just grow, looking to scale and improve / continue to implement systems. Currently have myself, 1 outside sales rep, and field labor crew (fence install company) current process: customer calls into company # (my cell phone). I try to answer as if it were an office line to answer asap. From that, I confirm I can Text them, I then send a request form via jobber that has basic info / few questions to answer. If / when they fill it out, I add to the schedule for a confirmed day / time to quote on site. etc…… I feel this part is a lot of back and forth, and until I have an in house admin office worker that can answer these calls the first ring - I won’t be able to truly grow / stay efficient. (If I’m tied up, I don’t like calling them back 2 hours later, etc) but also - I love having them fill out the form bc the way I have questions on it, it turns it from a warm lead, to a warmer lead. Any way to streamline this, get more efficient, improve this current process? ANY thoughts or advice - real thankful.First timer here!
Greetings community👋🏿 . I work professionally in IT infrastructure and engineering, mostly around identity and access management, endpoint, automation, and improving how different enterprise systems work together. In my free time im usually building or researching something. I’m interested in Saas tools, ai automation, open data, business ops, and finding better ways for systems to talk. I like taking real-world problems, digging into how the existing workflows actually work, and experimenting with ideas or small projects to see if there’s a better approach. I here in the Jobber Community because I’m interested in learning how real people use Jobber and other field services tooling.. what works well, where workflows bottleneck, and new builds/integrations. Looking forward to learning from you all and contributing where I can!!Can Dictating Job Notes into AI After Every Appointment Help Send Faster Estimates?
Low-tech, free with claude, and curious how many people do it? The habit: before you pull out of the driveway, dictate what you just did into claude, gemini or whatever AI chat you prefer. Not a formal write-up. Talk like you're telling a teammate, and think about it saving you time down the road. Two things fall out of that for free. First, the estimate can go out that night instead of Thursday, because you're not reconstructing the job from memory three days later. Works especially well if you have a structured price book. Same-day estimates close better so should help. Second you do it consistently and build a file on every house you've ever been inside. The weeping shutoff, the old panel, the water heater with the 2011 sticker. That's next spring's work, sitting in a voice memo or your AI chat bot instead of evaporating out of your head by Friday. Anyone already doing this and seeing value? Curious what you say into it, and whether the habit survived contact with a genuinely busy week. Maybe others are just uploading pictures and finding more value that way?
