How do you politely dismiss delinquent clients?
We run a lawn care service where we provide weekly and biweekly service to clients. We bill upon completion of the job and after 2 unpaid invoices will suspend their service schedule until the client account has been settled in full. About 95% of clients do pay up their accounts but then we go on to chasing down those same people nearly every month. I am the bookkeeper and in 2026 I'm proposing that we dismiss several of these delinquent clients but I would like to be sure I communicate the message in a polite way and am able to combat any arguments or negative reviews that may come from this conversation. Has anyone else dealt with this and what were your steps to notify the client that you will no longer be providing service for them next season? Is it a phone call, email, or both?
What kind of Notifications you setup
I want to start the discussion on what notifications you setup in Jobber? What notifications you would like to have in Jobber when compared with other CRMs' ? Would you like to setup notifications based on fields in the Job, Client etc example: - When a visit is completed and the job value is > x, then email the owner and the manager. - When a payment is created and amount > x, then email the accounts receivable and owner. - When a 'Request' is created with emergency keywords like urgent, 'no heat', flooding, then email to manager, dispatcher. - When a high value job is deleted, notify the owner. DM me if you are looking for some such notifications that can ease you daily and repetitive routines Aswath aswath.satrasala@gmail.comHow to SELL as an Electrician - Or are you just taking orders?
Most of us in the trades hate “sales.” The reality is, we are in a reactive market, we just take "orders". We wait for something to break and then we wait on a customer to choose us, out of multiple leads. What i found out, is we are no different from a Mcdonalds cashier. We are not selling, we are taking orders. So how can we change our position? Truth is, it’s not really sales focussed, what we need to do is filter out leads. Here’s the problem: We don’t get calls because people “want” us. We get calls when something is broken. That makes us reactive, not proactive. By the time they call, they’re already stressed, shopping around, or treating it like ordering a Big Mac. Even if we push maintenance packages, most customers see it as a luxury or “insurance,” not a need. So where does that leave us? Frustrated, stuck, and thinking we’re bad at sales. But that’s why I built out these Contractor’s Blueprint to sales, and we been testing it on instagram LIVE and youtube. Whats needed as Contractors: A way to filter out problem customers before they waste your time. A process that shows respect, builds trust, and educates. Actual sales scripts that help you respond when they hit you with “I need to talk to my spouse” or “that’s out of budget.” It’s about filtering who’s a real customer and who’s not. I want to hear from you, what’s your biggest challenge when it comes to sales as a blue-collar service provider?GetJobber in Gmail
Getjobber currently does not have native Gmail integration. CRMs like HubSpot, Salesforce, and Zoho have proven the value of native Gmail integration My company is going forward and filling this gap for GetJobber. Customer Context Panel: Automatically pull the relevant info from the email and display new client form in the Gmail sidebar when viewing emails from new clients Customer Context Panel: Display GetJobber customer info in the Gmail sidebar when viewing client emails Job Creation: Create jobs directly from client emails with one click Email-to-Job Logging: Automatically record important emails to job history Scheduling: Add appointments to the Getjobber calendar from email conversations Please don't hesitate to contact me if you are interested in such a Gmail productivity tool Aswath aswath.satrasala@gmail.comPopular communication tools
Hi - Is Slack popular among the field service users? I noticed few discussions where slack was mentioned. Other research showed me that Connecteam, Blink, Beekeeper are most popular in the field service industry. What does your team use other than email for notifications?Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have set up?? I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. Cheers !
Looking for AI Tools or Tips for Creating Client-Facing Presentations & “About Us” Packages
We’re putting together an “About Us” package and presentation to send to municipalities and districts — covering mooring solutions, swim lines, buoy systems, etc. I already use ChatGPT and Canva (and love them!), but I’m looking for something even more intuitive to help build out a polished presentation or proposal — something I can easily tweak without spending hours on setup or design. Has anyone used AI tools that made this process easier? Would love to hear what’s worked for you! Thanks in advance 🙏Has Anyone Here Built Their Own GPT Yet? Or Just Using ChatGPT Like Google?
Hey everyone just curious where the community stands with AI right now. I’ve seen a lot of folks using ChatGPT to look stuff up (like Google 2.0), but I’m wondering if anyone here has gone deeper? Has anyone tried to build or train their own GPT yet? Or customized prompts/workflows to actually support your day-to-day? We’ve been working on building a custom GPT model trained on contractor logic — estimating, soft skills, job-site communication, pricing, SOPs, etc. For our company now, instead of broad knowledge. I see huge value in contractors having their own smart assistant, not just a chatbot. Something that speaks the language of our company. Is that something you’d use or find helpful? Curious to hear what direction you guys are taking.
