Using AI and Voice to Capture Job Notes and Follow-Ups in Real Time
Hi everyone, I wanted to start a discussion around how home service teams capture job notes, follow-ups, and action items during busy workdays, especially while on-site, on calls, or moving between jobs in Jobber. In many service workflows, essential details come up verbally: - Notes after a customer conversation - Follow-ups discussed on the phone - Reminders during travel between jobs These often get entered into the system later, which can lead to missed context or extra admin work at the end of the day. One approach we’ve been exploring is using AI-powered voice input through tools like Gennie, where teams can speak notes or tasks and have them synced back into their existing systems while Jobber remains the system of record. I’m interested to hear from others here: - How do you currently capture job notes or follow-ups when typing isn’t convenient? - Do you update everything in real time or batch it later? - Would voice-based input be helpful in field operations, or does it create more overhead? Looking forward to learning how others approach AI and operations in real-world home service workflows.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?How do you manage different level Service Contracts in Jobber?
We are currently offering one service contract; however, we are looking to create three tiers. We would have a Silver, Gold, and Platinum package. Each package/membership would offer something different. How could we effectively manage this in Jobber to keep track of which clients are on which level package? How many visits they have/have used? Payments? Etc.Automated Task Creation?
Is there a way in Jobber to create an automatic “Task” creation que after a job is bid? For example: Sales rep goes and does a bid, customer doesn’t sign on the spot, and a “task” is automatically created on the schedule that is titled follow call. This follow up call would happen 24 hours after client received the bid. Then maybe another task creation at 3 days. And the ability to create a desired que? THIS WOULD BE IDEAL FOR AUTOMATING MY SALES TEAMS FOLLOW UP CALLS AND MAKING SURE THEY GET COMPLETED.Building an AI online bid?
I have been messing around with the idea of creating a way for my customers to submit some information on their own through our website and AI provide them their bid for painting. Has anyone done this? Have any ideas on how to do it? And what could be the potential pros and cons of this? I'm thinking that it would need to have a customer login & portal. There would need to be a way to upload additional files. Pictures and videos of project. There would need to be a fee that is charged to use this service to try and gatekeep competitors from using it. The fee would be removed if the job is landed. There might need to be an agreement signed that unforeseen work that wasn't included in the submission could result in a change order. What would you add?Has sending photos after a job ever saved you from a complaint?
In this episode of the Masters of Home Service (around the 24-minute mark), Adam and guests Erica Krupin and Marco Radocaj share how photos of a closed gate or job completed have saved them more than once. Do you take photos of completed work for records or to share with your clients? Has it saved you from a customer complaint? Tune into the full episode below to see how project transparency matters now more than ever. Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
🚨FEATURE REQUEST: Tiered Pricing on Products & Services 🚨
Hey Jobber Team and Fellow Pros, Let’s talk about a feature that could seriously boost close rates and make Jobber even more competitive for all of us who quote services, manage inventory, and work in price-sensitive markets. What we need: Tiered Pricing on Products and Services — customizable pricing where the unit cost automatically adjusts based on quantity ordered. Why this matters: We already price materials like mulch, sod, and stone this way in real life. It would speed up quoting, improve estimate accuracy, and help us win more jobs. It mirrors how customers expect to see pricing — more they buy, less they pay per unit. How it would work: Let users define pricing tiers for any product/service: 1–10 units = $10/unit 11–50 units = $8/unit 51+ units = $6/unit These price breaks should auto-calculate during estimate creation and carry through to invoicing. Why Jobber Should Care: Makes Jobber more competitive vs. other platforms offering advanced pricing features. Helps your users convert more jobs = more usage and more loyalty to Jobber. Reflects real-world pricing logic we already use outside the app. If you'd use this — drop a comment or like to help get this in front of Jobber’s dev team. Let’s get this done together!
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.com
