AI Transcription Hack - use Plaud. Thank Me Later
I've got to share this because it's genuinely changed how I run my day, and I think a lot of you dealing with client walkthroughs, team conversations, and constant mental juggling will get a lot out of it too. It's this little device, about the size of a credit card, that sticks on the back of your phone. It records and transcribes conversations, then hands you back a summary. There are a bunch of templates built in depending on what kind of conversation you're having. I originally picked it up to help with walkthroughs. If you're like me, people talk to you about so much stuff during a single job site visit that it's impossible to keep it all straight in your head. Now I've got it recording, and afterward I get a clean summary instead of trying to remember everything or scribble notes while I'm supposed to be paying attention to the person in front of me. Here's the part that's saved me more than once: when a client says "well, I said this" or "you told me that," I can actually go back to the AI summary and say, "here's what was actually said." No more he-said-she-said. It's all sitting right there. But the thing I'm most excited about is what it's done for GSR meetings — goal setting and review meetings. There was a recent Jobber podcast episode that got into these, and I liked the idea, but I had a mental block about actually doing them. I hate the idea of filling out extra spreadsheets and handing my team more stuff to track. It just becomes one more thing nobody keeps up with. So instead, I just run the meeting, let Plaud record it, and have it spit out a summary. That summary becomes my record. No spreadsheet, no separate tracking system, no extra homework for anyone. I just keep the summaries and refer back to them next time. If you're drowning in notes, or you've been putting off something like GSR meetings because of the extra admin, this might be the nudge you need. Worth checking out.1View0likes0CommentsWhy do clients disappear after asking for a quote?
Lately, I've noticed that some potential clients request a quote, ask several questions, and then completely disappear without even saying they've chosen someone else. I always follow up once or twice, but I don't want to come across as pushy. How do you handle this? Do you follow up? How many times? Have you found anything that improves your quote acceptance rate? I'd love to hear what has worked for you.Solved67Views5likes4CommentsMissed 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.21Views1like2CommentsBest 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 !20KViews21likes135CommentsHow Fast Do You Pick Up a Phone Call or Call Someone Back After a Missed Call?
Curious how everyone here handles this, because a new Jobber survey of recent homebuyers turned up a stat that stuck with me: 15% had to follow up repeatedly just to get a response from a contractor 9% never heard back at all Losing potential business due to something that is not a pricing problem or a skill problem should be a wake up call. In a world where 75% of new homeowners hire a pro within their first two years of buying, being the one who calls back first might be the easiest job you win all week! So, what's your business standard? Do you answer within a certain time frame or let it go to voicemail and call back same day? Are there systems set up so nothing slips through the cracks? 👉 Recent Homebuyer Report: It's got homeowner quotes on what made them trust (or ditch) a contractor, plus a breakdown of how each generation actually finds a pro.28Views2likes3CommentsHas anyone here ever built a community partnership from the ground up?
Has anyone here ever built a community partnership from the ground up? im not just curious about the end result. i want to know how it actually came together. What ìt was, and how did you approach people to get them on board, and keep it going? what were the mistakes, and what would you do different next time I’m trying to learn what makes a partnership actually work long term because just like my llc i want it to last88Views6likes6CommentsVirtual assistant
Sorry if this is a repeat post. I did some searching on here and didn’t find what I’m asking. I keep hearing about virtual assistants used for service pros. I’m a 1 man show right now trying to delete and automate as much as possible to leave room for growth and expansion. I heard virtual assistants can help with a number of task. Does anyone have a company they refer or use? What has been the feed back?How has that helped utilizing a VA and Jobber together? Thank you !2.6KViews5likes15CommentsShould customers get credits when service is skipped for weather, holidays, or access issues?
This is always an interesting debate for recurring service businesses. I think a lot of the confusion comes from how customers view recurring billing versus how route-based businesses have to operate. A customer may think: “I pay monthly, so if you skipped one visit, I should get a credit.” From their perspective, that makes sense. But from the business side, monthly pricing is usually averaged out over the year. Some months have 5 service days. Some months have 4. Some weeks take longer because of weather, extra growth, heavier debris, snow melt, backed-up yards, or delayed access. For us, the monthly price is built around keeping the service consistent over time, not charging each individual visit like a separate transaction. Weather makes this more complicated. If there’s heavy snow, lightning, unsafe roads, extreme heat, or conditions that make the job unsafe, we may have to skip or adjust routes. Access issues are another one. If a gate is locked, an aggressive dog is outside, or the yard is not safely accessible, the technician still drove there, lost time on the route, and may have to communicate with the customer before moving on. That skipped service still costs the business something. Holidays can create the same problem. If you try to reschedule every skipped holiday visit, the rest of the week can get overloaded fast. Then one holiday affects: route timing employee hours customer communication payroll job quality the next day’s schedule This is why I think the policy matters more than the individual situation. Customers should know upfront: what happens when weather prevents service what happens when the gate is locked what happens when a dog is out which holidays are observed whether skipped visits are credited, rescheduled, or built into averaged pricing how communication will be handled In our business, I don’t want technicians making case-by-case judgment calls in the field while the customer is upset. That creates inconsistency. The policy needs to be clear enough that the customer understands it before the issue happens. That said, I also think there’s room for judgment. If we make a mistake, that’s different. If we miss a yard because of something on our end, we need to make it right. But if service is skipped because the yard is inaccessible, unsafe, or affected by a policy the customer already agreed to, that should be handled differently than a company error. Do you give credits when service is skipped for weather, holidays, or access issues? Or do you build those situations into your monthly pricing and service terms from the start?24Views2likes3CommentsInstant 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?56Views1like5Comments