DocuSign Integration Frustration
Is anyone actually happy with the DocuSign integration? The way I imagine most of us service contractors would want this to work is pretty straightforward: The client reviews the quote, including all line items, pricing, and terms and conditions. The client clicks Approve. DocuSign generates a document that looks exactly like the quote the client reviewed, including all the details and terms. The client signs that document electronically. A completed, signed copy of the agreement is automatically saved to the client's hub and emailed to both parties for their records. My frustration is that I've learned the basic signed quote in Jobber may not provide the level of documentation and legal protection I would want if a dispute ever escalated into a lawsuit. Why can't Jobber make this process inhouse? Why not allow clients to electronically sign the actual quote, with a legally valid electronic signature, a timestamp, and a record of the agreement, without requiring a separate DocuSign integration? Am I missing something here? Is there a way to accomplish this properly with Jobber, or are other contractors running into the same issue?
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.The Tools That Save Time vs. The Tools That Add Overhead
I’ve gotten a lot more interested in building tools around how my business actually operates instead of trying to force the business into whatever software already exists. Claude has been a big part of that. I’ve used it to help with admin automations, KPI reporting, dashboards, churn analysis, and small internal tools built around the way Salazar Scoops actually runs. That’s where I think this stuff gets really powerful. Not because it’s AI. Because it can take information we already have and turn it into something we can actually use. I can look at route performance, customer behavior, retention, revenue, staffing, or other operational data without spending hours manually piecing everything together. The test for me is pretty simple: Does this give me better visibility, save real admin time, or help me make a better decision? If yes, I’m interested. If I’m spending more time maintaining the system than using what it produces, I’ve probably overbuilt it. I’m curious what other owners have built specifically for their own business instead of buying another off-the-shelf tool.How We Define “Done Right” With Job Forms
As we added technicians, I realized “do a good job” is way too vague. What does that actually mean? For us, it means things like checking the gate, following the right yard pattern, documenting anything unusual, making sure the area was actually completed, and leaving the property secure. The more of that we can put into Job Forms, the less we have to rely on someone remembering every detail from training. That matters even more when someone is new, covering another route, or just having an off day. I still think training and judgment matter. A checklist can’t replace a good technician. But it can protect the standard. The goal is that “done right” looks the same no matter who is on the route that day. What are the non-negotiables you’ve built into your Job Forms?Why We Stopped Relying on Memory for Customer Communication
As we grew, I realized how risky it was to let important customer details live in someone’s head. Gate instructions. Dog notes. Access issues. Special requests. Things a customer had already called about. That might work when you have a small client list and the owner touches everything. It falls apart once multiple people are servicing the same accounts. We started leaning more on Jobber to keep those details attached to the customer and job so the technician can see what matters before they arrive. It also helped us get more consistent with communication. Customers get reminders, on-the-way messages, completion communication, and we send a gate photo after service. The goal is that the customer experience shouldn’t depend on whether myself, my wife or a technician happened to remember something from a conversation three weeks ago. As the team grows, memory becomes a terrible operating system. What customer information do you make sure your team can see before they ever arrive at the property?Missed call / Auto text back AI agent
I see a lot of people have these set up with High Level. Is this a game changer do I need this? I do have a human admin that takes all our calls during the day, but sometimes she's already on that line or she's busy, and we miss the odd call. Just thinking I should probably set this up. Looking for some feedback. Thanks a lot.Claude Bot - Work on The Business and In the Business at the Same Time
I've been trying to get a lot of the people I coach on this but if you are feeling stretched for time, and have a lot on your plate to try and do - the answer is Claude Bot. This is an extension for your Chrome browser. Everyone know what Claude is but I've always been annoyed because AI can tell you how to do everything but you have to do it. You still have to find where to click, find the setting, learn the interface. Claude Bot DOES THE CLICKING FOR YOU. It's unreal. These are projects I've been sitting on that I've knocked out THIS MONTH!! An estimator for my website. Dude I've been having a crappy half finished estimator on my website for a couple years. I asked Claude bot to revamp my estimator on my website to what is going to make the most sense, give me revisions, help me with prices, then test it. laude Bot says - well if I test this you'll have a bunch of emails in your inbox from the testing. I said that's cool you delete them. Then tell me the results. The only thing is it wasn't' able to put pictures in there. No worries Claude bot, I can manage that. This is The Result Next up - I fired my SEO company. I asked Claude bot to go through my website make a punch list of everything that could be improved SEO wise and help with our rankings. Then I asked it to do the things it's able to and make a list with SOPs for the things it can't. Put them in tasks in my company click up for my VA so she can easily go through everything. Set up tasks that need to be reoccurring and set up tasks we can use Claude bot for. Boom done. Fix and optimize my Go High Level - I paid someone to do my automations but there were some things I didn't like. I didn't want to pay her to make adjustments and also wait for them but I don't want to learn to navigate go high level. Ok Claude bot - do that. All the time I'm doing this, I just have that running on one screen then the other computer screen I'm knocking out quotes or putting together content. Oh ya I also made a dashboard for our click up so I can see where everyone is at with projects in one place, have it help me do quotes if I'm watching football or generally don't have the energy to do the things I need to do, and have it put my calendar together for the next week in a few minutes. YOU GUYS NEED TO GET ON THIS! Yes - you'll end up needing to spend money. But TIME is money. It can save you so much time.
>$3M companies - what do you use for a phone system?
For those running larger home service companies, what phone system are you using, and how are you balancing responsiveness with still feeling like a local business? One of our biggest priorities is making sure customers can actually reach someone. We have enough call volume that having every call ring directly to one person isn’t realistic anymore. We have a dedicated person managing new inquiries and general calls, with different departments handling more specific existing-customer needs. We’ve used an IVR/phone menu for years. We were on Google Voice for a while, but it gave us almost no useful reporting, metrics, or call recording, so we switched to Dialpad this year. Dialpad gives us much better visibility, but I’m questioning whether we’ve gone too far in the other direction. The feedback we’re getting is that the experience feels too much like a call center. A customer may call our local family-owned company and: Go through a phone menu • Hear the required call-recording announcement • Potentially reach our remote virtual assistant in the Philippines Individually, all of those things help us manage volume and stay responsive. Collectively, though, I worry we’re creating a customer experience that feels disconnected from who we actually are. At the same time, we’re well beyond the point where cell phones or a traditional landline setup would work, and we have remote employees who need to be part of the phone system. For those of you with multiple departments and meaningful inbound call volume, what are you using? What phone system and call-routing setup has worked best for you? And have you found a good way to maintain call recording, reporting, accountability, and responsiveness without making the customer experience feel overly automated?
