What's the one office job you still do after the last job of the day?
Curious how other owners handle this. The field work runs fine, but every evening there's the same pile: quotes that never got a follow-up, invoices past 30 days, and customers waiting on a reply to "when can you come out?" If you could hand ONE of those to someone else tomorrow, which would it be? And has anything (a hire, an automation, a routine) actually stuck for you?
Built my own AI operating system on Jobber. One gap: Jobber's text conversations
I run a home services company, and since late September I've been building what I call our "OS": a private web app that connects Claude AI to Jobber, GoHighLevel, RingCentral and Google. I'm not a coder. I built it by describing what I wanted to Claude Code, the same way I built our end-of-day reporting app. Claude connects to the OS through a custom MCP connection, and the OS talks to Jobber through my own Jobber API apps (one read-only, one with write access). Nothing gets sent or created without my approval. Claude proposes it, and I approve it. Here's what it does today: JOBBER - Read: find clients by name, phone, email or address - Read: properties and custom fields - Read: jobs, visits, requests and invoice summaries - Read: price history (past invoices and quotes) - Read: team calendar and open estimate time slots - Read: new requests still waiting on a reply - Write: create new clients (with texting turned on) - Write: create draft quotes GOHIGHLEVEL - Read: contacts, conversations and message history - Write: send SMS replies (opt-outs checked first) RINGCENTRAL (our office texting line) - Read: text conversations and recent calls - Write: send text replies GOOGLE - Read: check service addresses before they go into Jobber SCREENSHOT INTAKE - I drop in a screenshot of a lead, and it pulls out the details, checks whether they're already in Jobber, then creates the client or adds a note BEHIND THE SCENES - Our business rules and price list live in the OS, and Claude reads them live - On/off switches for every kind of write - An activity log of everything it did in each app - When I correct a draft, it logs the change so the drafts get closer to how we actually talk THE ONE GAP: text conversations inside Jobber. Claude can read a customer's texts in GoHighLevel and RingCentral, but not the conversation they're having with us through Jobber's own texting. As far as I can tell, the public API doesn't expose those messages, and there are no webhooks or Zapier triggers for them. Right now I work around it with screenshots and copy/paste. I've emailed Jobber API support and I'm waiting to hear back. Has anyone found a way to read (or send) Jobber text messages through the API or an integration? Or is there a setting or solution I'm missing? I'd love to hear how others are handling it, and I'm happy to share what I learned along the way.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.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.When High-Maintenance Customers Cost More Than They Pay
I’ve had customers who looked perfectly fine when I only looked at the monthly revenue. Then I looked at everything surrounding the account. Extra calls. Special scheduling. Repeated exceptions. More office time. More technician questions. More follow-up after the visit. That changes the math. A customer can pay a decent rate and still be a poor fit if the account constantly pulls attention away from the rest of the business. I’ve gotten better about watching for that earlier instead of waiting until I’m frustrated with the relationship. Sometimes a clearer boundary fixes it or the price needs to change. And sometimes I’d rather free up the capacity for a customer who fits the way we operate. Have you ever looked at a customer and realized the revenue wasn’t worth everything that came with it?
Instant response times might be hurting your business more than helping it.
This used to be hard for me to accept. Like most service business owners, I thought good service meant being available 24/7—answering every call, replying to every text immediately, even while on a job. But in reality, it made me slower, more distracted, and honestly less professional in the field. So I changed how I operate. Now I run structured communication windows during the day instead of reacting constantly. I set clear expectations with customers on when they’ll hear back from me, and I use simple systems to keep everything moving—estimates, reminders, and updates. The surprising part? Customers responded better to the structure than the availability. Another thing I’ve realized: cheap competitors aren’t the real problem. The problem is when customers can’t clearly see the difference between what we do and “just showing up and doing the job.” If they can’t see the value, price becomes the only comparison. So I’ve been working on tightening how we communicate what actually goes into the service—reliability, consistency, communication, professionalism—not just the task itself. I’m curious how others are handling this: Are you optimizing for speed and availability… or structure and consistency? What’s actually working better for you right now?AI 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.
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.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?
