Drywall or multi visit scheduling
Would love to hear what others are doing to mitigate the manual chaos of scheduling multiple visits. Currently right now as quotes are approved we build the jobs in a Google sheets we call our schedule board. We build all the visit blocks and then put them on techs accordingly. We meet once a week to go over the board for the following week and once we agree and finalize it we then build all those appointments into Jobber. That summary doesn't sound too daunting but trust me it is, there has to be a better way to schedule jobs as they come in. Less manual intervention. I would love to hear what other companies are doing in this space. ThanksSummer 2 weekly/winter 4 weekly job scheduling
Wondering if anyone has ideas of how to setup/manage jobs on the schedule across winter & summer. We have a lawn and garden care business, most jobs are on a 2 week schedule during summer. And 4 weekly in winter. So twice a year around the change of seasons I manually edit each job to change the frequency as well as the job title so I can easily see that all jobs are scheduled correctly for the season. As we grow and gain more jobs, the time involved in this is growing as well... interested to hear if anyone else has thought of a more efficient way to handle this? Currently the process is: click job on the schedule > click the Job # > click Edit > update Job Title > select "New Custom Schedule..." > enter new number and click Ok > click "I Understand" > click Update Job. Repeat for every job... this easily takes me a whole day, if not longer after interruptions from regular business operations... Seasonal scheduling is the only way I can think to really solve it - for example "every 2 weeks from September to April" then "every 4 weeks from May to August". There is a transition period between the seasons when we'll adjust jobs to 3 weekly, which depends on the growing conditions at the time, but if there was a way to set the 2/4 weekly schedule I'd just be able to tell customers that the visits are set.
Hey guys I am curious about business plans for landscape business.
I just don't know where to begin with building a business plan. I have been in business for 5 years without having one. Now I see why they are so important. I need some advice on where I can go cost-effective is important. I need help building out the plan. Anyone willing to connect and see if you can help me in he right direction.
Roofing Contract
Howdy all, I've been doing low-cost handyman work in my business for the last several months. I just got licensed as a roofer and would like to get started in the business. However, I want to make sure I have a good contract prepared so that when I start getting clients, I can make sure I'm protected. What would you all recommend as a starting place? Do you have templates you've used for client contracts? Thanks in advance!Irrigation Field & Billing Workflow help!
Hello! We just hired an irrigation tech to support our commercial and residential VIP Clients. We offer a free monthly wet-check as part of that service. The issue we're having is the workflow on billing. We typically don't send a quote if the repairs are less than $500, and this is where we're looking for a clearer workflow. We'd like to send a quote to cover ourselves so I'm looking for best practice or a better way to do our workflow. Here's the current workflow Tech conducts wetchecks and completes any minor repairs. Tech marks visit complete, needs invoicing is triggered. Account manager reviews notes, job form, and issues the invoice Client calls if they weren't expecting an invoice for repairs, claiming they thought the checkup was free. This is the problem more with VIP customers than with Commercial accounts. We offer a VIP Landscape service package that includes the wet check, but repairs are billed separately. Should the tech be creating a quote in the field and then completing the repairs? What if the client isn't home? To me, it makes more sense for them to do any simple repairs (nozzles, heads, etc) while they're onsite instead of emailing a quote, driving back to the shop, and then us scheduling the repairs for another day. HELP! How do you irrigation contractors do it or what am I missing?Are you driving around to every quote?
Hey guys, We do small average job size electrical jobs in the Vancouver Canada area. I got really sick of driving around to all of these quotes especially when you're getting a few tire kickers. So we've changed over to doing all of our quotes through video calls. There's a software I've been using for this it's basically Taylor made for this kind of application and it just works a lot better than FaceTime, WhatsApp, and zoom. It's called live switch contact and you can check out their site here : https://www.liveswitch.com/ Great company, updating constantly and really nice people working over there. Anyways the reason I'm posting this is that they now have a jobber integration. They've built this right into the client profile which makes using the service even easier. Here's a link to a video I recorded just explaining it a little bit. https://us02web.zoom.us/clips/share/A2F3MRZIQmc2WjNBZ1RVU0hSLVZKVWFGUU9nAQ If you have any questions about it or quoting remotely through video definitely reach out to me.
Landscape Maintenance Business - Considering Restructuring Production Crews
When I first started in the landscaping business in 2015 I started running 2 person production crews that would do basic bed maintenance and mulching which is the core of business. I then for some reason or another we started running 3 person production teams likely in 2017 and have every since. Taking a long look at our payroll numbers annually and just efficiency I think it would be best to move back to a 2 person crews as we go out with a dump truck equipped with a dump trailer and walk behind skid steer so our equipment makes us more efficient to go back to a 2 person crew. How many team members are on your landscape maintenance crews? How many team members are on your landscape installation crews?
Software
We own a general contracting company which uses Jobber but we will be starting a separate electrical contractor company this year, the previous electrician we're bringing on used Joist for his CRM/Invoicing. His "price book" was all in his head since he owned the business and did all of the invoicing himself. We would like to create or set up a price book and use flat rate pricing. We did a demo with Housecall Pro and we liked the ability to integrate Profit Rhino as well as mark up/down as needed. It does not look like Jobber has this ability so we might not set up the new company with Jobber. I saw we can import a CSV file with our products but Housecall Pro seems to be able to update prices/costs automatically all within the system. What other software have you electrician companies used that provides this service? If you have used Housecall Pro, any downsides we should keep in mind? The CEO/owner of the GC company was sitting in on the demo for Housecall Pro and really liked the Pipeline feature, which Jobber also does not have. So we're thinking about switching both companies over to Housecall Pro. All back-end accounting will be handled by QuickBooks Online so mainly need to worry about CRM/invoicing and tracking job progression from lead to completed job.
