Industry virtual networking starting March 17
Update: Our 4-week networking pilot has wrapped. Thank you to everyone who joined! We brought pros together across industries for weekly 30-minute sessions focused on real business challenges, and the conversations delivered. There was strong participation, valuable idea-sharing, and great feedback from those who joined. 👉 The goal was simple: bring a challenge and get ideas from other pros, and that’s exactly what happened. We’re now taking what we learned and determining next steps, with plans to likely bring these back in the future. If you found these valuable, or are interested in joining future sessions, let us know in the comments and we’ll keep you posted on what’s next. Really appreciate everyone who took the time to be part of this!262Views5likes11CommentsHow do you utilize reports in your business?
I am curious to hear which reports you consider most valuable in your business and what actions are taken based on those reports if anyone is willing to share. Are there reports that you use regularly in Jobber or reports that you wish were part of Jobber? If so how do you utilize the information that the reports provide? Are changes made based on the reports? Is the data used to create the reports monitored internally for consistency? Thanks for sharing all input is helpful!650Views5likes15CommentsAI in Home Services — What’s Actually Working for You?
I’ve been testing a few tools in my tree care business and wanted to get real feedback from others in the field. Recently switched from Ooma Office to Quo (formerly OpenPhone), and one feature that’s been working well is automatic text follow-up when a call is missed. Instead of voicemail, it asks for the address and service needed. It’s helped keep leads engaged and reduced missed opportunities. Also using different call flows based on business hours, which has improved response consistency. That said, AI voice receptionists still don’t feel fully there yet. Most customers can tell, and in this industry people usually expect to speak with a real person—especially for larger or safety-related jobs. Curious to hear from others: What AI tools are you actually using in your business? What have you stopped using? What are the top 3 reasons you’ve kept a tool long-term? Looking for real-world experience, not hype.161Views4likes6CommentsTeam Tasks
Does anyone have any good tips for assigning Team compliance tasks like having to carry out equipment checks or risk assessments when on site. I've built the checklists etc in Job Forms but struggling with how to assign this as a task (Job) without attaching to a client.250Views4likes3CommentsWeather Widget 🌞🌧️❄️🔥
Is it possible to integrate Jobber with a weather app? On the dashboard, we were thinking a 7-day forecast could be visible. Also, I thought a small temperature reading on the monthly calendar would be visible. We also thought the weather for the day could be captured and saved as an internal note for the job.Solved220Views4likes5CommentsAdvice adding the credit card service fee to invoices
Hello Jobber Community! I'm an operations contractor for a Denver-based tree care company, and I'm hoping to crowdsource some insight... Does anyone have advice on how to best navigate charging clients for credit card processing fees? I actually just discovered today that it is not illegal in the state of Colorado (as well as many other states) to add that 2ish% credit card service fee to invoices, and I’m hoping to hear your experiences or strategies. Currently, Jobber doesn’t have a feature to automatically apply a designated service fee when clients choose to pay with a credit card through the digital invoices we send. This creates a few challenges: We’d need to ask the client ahead of time how they plan to pay so we can manually add the service fee to their invoice. Totally fine.. except... If they tell us they want to pay by credit, but decide to pay by debit after they've been invoiced, it creates an administrative mess—we’d have to issue a refund, send a new invoice, reverse transactions in QuickBooks, and add weeks to securing that revenue once and for all. Woof. How do you all manage this in your business? Do you: Absorb the cost of credit card fees as a business expense and increase the cost of your services? Offer a “cash discount” instead of a service fee? Use another tool or workaround to handle these situations? My goal is to make sure we're being as transparent as possible with our clients, continue offering competitive bids, protect our revenue, and keep our administrative overhead as lean as possible. Any advice or insights would be super helpful! Thanks in advance for sharing your thoughts!2.5KViews4likes36CommentsWill AI replace jobs in home service and skilled trades?
I saw an article yesterday about all the tech jobs that are being replaced by AI and I thought about how hard that would be to know your position can be replaced by someTHING that can do it faster and cheaper than you can. Then I thought how happy I am that I decided a long time ago that I am going to work with my hands. Be handy. Solve real problems. I would be safe in saying that AI is never going to cut your lawn, remove your junk, exterminate your bed bugs, plumb in or wire your home. Am I going to regret saying this? Is AI reading thins and just started plotting to take all our jobs???148Views3likes4CommentsPLEASE add a kit function
Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a "service" should be). Once a kit is entered into a quote, individual products are hidden from the customer, but fully editable when creating the quote. As it is now, I have no idea what the difference between a "product" and a "service" are. They both have the same info (name, description, cost, etc). You should just be able to group products to form services. If i have a product of "labor" and a product of "receptacle". I should then be able to create a service of "Replace Receptacle". That service would consist of my labor product, and my receptacle product. Both with quantities and costs that I could edit when creating a quote. Since not all receptacles are the same, and my customer doesnt care whether its a duplex or a decor, being able to edit the cost of that receptacle, straight from the kit during quote creation, would be amazing.Solved277Views3likes8Comments