How do you keep it fun AND professional?
I am curious how other owners handle the line between being friendly with their crew and staying professional as the boss. In this kind of work we spend a lot of time with technicians driving to jobs working side by side and solving problems together so naturally there is a lot of joking around and a relaxed environment. At the same time there are moments where you need to switch gears stay focused and have direct conversations about expectations. One situation that came up recently made me think about this more. We have someone on our team in more of a management role. He is a good guy and very capable but sometimes he jokes around in situations where we are trying to stay focused and move the job forward. We also had a situation where instead of having the technician communicate with the client he jumped into a group text and started messaging the client directly which broke the chain of communication we try to maintain. It got me thinking about what kind of guardrails other companies put in place both for themselves and for people in leadership roles. Do you hang out with your crew outside of work or do you keep a clear boundary between work and personal life. And if you have lead techs or managers do you have specific expectations for how they communicate with clients and interact with the rest of the crew. I am curious what has worked well for others.How do home service businesses fill their calendar before busy season?
When work slows down, most service businesses feel it fast: stress, cash flow pressure, and last-minute scrambling. Sound familiar? What’s the one thing you rely on most before busy season to keep your calendar full? New leads Repeat customers Referrals Deposits or upfront payments Booking weeks in advance Something else? (do tell!) Bonus: What used to stress you out about slow periods that doesn’t anymore?
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 !How do you deliver a great customer experience?
What’s something you do that always wows customers? Speedy communication? Easy scheduling? Share your tactics below. In this episode of Masters of Home Service, KellyGuerrero shares: Why "luxury" service is really about removing friction Simple, low-cost habits that create wow moments How to make luxury customer service consistent across every job Want to put these tips into action? Download our free customer experience playbook (includes checklists and scripts). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
Using AI in your in person quoting?
I walk with clients during my in person estimate and I hear their pain points, their frustrations, their real-life struggles. But here is the thing, how many of those golden nuggets are we actually capturing and leveraging? I have started using AI to transcribe and analyze my client walkthroughs, and it has become a bit of a game-changer. Suddenly, that offhand comment Jennifer made about never having her whole house clean at once? That's not just a conversation, it is a marketing goldmine, relatability and authenticity. It is the real struggle our ideal clients are facing. But I am curious: How are you leveraging your client conversations? Are you capturing those golden nuggets, their pain points, their objections, the emotional drivers and turning them into content, testimonials, or business insights? What tools or strategies are working for you to extract the real value from your client interactions?Are you using AI in your business yet or still “just curious”?
Where are you at with AI right now? A) Not using it at all B) Using it for basic stuff (e.g., emails, replies) C) Using it for ops (e.g., estimating, training, reporting) D) “We run everything through AI” level—share below how you’re using it! In this episode of Masters of Home Service, PhilRisher and ryaantuttle share real-world ways home service pros are using AI to: Speed up estimating and hiring processes Create ready-to-use marketing content Prep for the shift from traditional SEO to AEO and GEO Want to put these tips into action? Download our free AI starter toolkit (includes scripts and pro tips). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
What’s your go-to move when a customer doesn’t pay on time?
Do you send a reminder, make a call, wait it out, or have a process you stick to every time? In this episode of Masters of Home Service, Wilson Betances (EnergizeUs) talks about: Why unpaid invoices are a major cash flow problem What happens when invoicing and follow-ups aren’t taken seriously Simple systems and habits that businesses can actually maintain Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
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.
