Curious what everyone is paying for book keeper and Accountant?
Just wondering what everyone is paying for Accounting and Book keeping. We're in Alberta and trying to compare/ see what is reasonable. Also curious what all your book keepers offer - we meet monthly right now with ours and bi-annually with our CPA.7Views0likes0CommentsAI Receptionist vs Outsourced vs Owners
Hello everyone, New to the community here. Recently launched an HVAC business in Texas, after being in real estate development for nearly 2 decades. Would love to hear your insights on your experience with AI receptionist vs outsourced team vs you answering the calls yourself. I am personally finding our AI receptionist build via RetellAI perhaps isn't the best. But also, majority of calls now are sales calls....so I am really torn on what to do. Any advice and insights would be appreciated. Sincerely, Alice846Views5likes8CommentsWhat Should Home Service Businesses Automate First to Save Time?
Small manual tasks start stacking up, catching up on follow-ups, re-adjusting scheduling, invoicing, review requests, the list goes on and on. Sound familiar? What’s one task you’re still doing manually that you know could be automated? What’s stopping you from setting it up?432Views0likes8CommentsHow 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.192Views2likes6CommentsHow Do You Roll Back a Major Change?
Have you guys ever made a major organizational change then needed to go back? This last year I tried to help buy back some of my time and created a Project/ Operations manager position so I could focus on sales and marketing. It's been a bumpy road to say the least. I first tried to hire two guys from outside the organization, I really thought I did my due diligence but it didn't work out with either of those guys. One guy I learned after a week (lol) the other took me a month and a half. On our third guy, I promoted from within and it seemed like it was working but here we are almost two full quarters in and we have less capacity because I haven't been successful in finding a replacement for him in the field, and we are making less money on jobs because ... well it's a combination of things but he might not be a fit for the position. I'm thinking I need a more decentralized approach since essentially we are at the same revenue number as last year when we didn't have his big overhead position. So the question is - how do you roll that back? Is it possible to make a change like that without alienating the person I'm demoting? Would it be easier to demote if I'm citing financial and structural changes for the company? What's ya'll take on that.103Views1like3CommentsBest ways to track material costs?
Tracking material costs in the electrical contracting industry is critical because supply prices (wire, conduit, breakers, panels, etc.) fluctuate frequently due to market demand, copper prices, and supply chain changes. A strong system protects profit margins, improves estimating accuracy, and helps maintain consistent pricing for customers. How does your company keep track?260Views3likes5CommentsElectrical flat rate VS assemblies VS t&m
I’ve been using AccuPrice Lists for my material pricing since it syncs right into Jobber and saves me from having to constantly update material prices manually. I saw they’re adding flat-rate pricing and assemblies, and I’m curious which direction you guys have found works best for electrical service work. Do you prefer a true flat-rate price book, assemblies that build out the labor and materials, or some combination of both? For those of you already pricing this way, what’s been the easiest for your guys to use in the field and the most profitable? Trying to figure out which direction makes the most sense before I change up my current setup89Views1like4CommentsAre You Pricing Jobs for Profit or Just to Win the Job?
Quoting can be one of the toughest parts of running a small business. It’s easy to lower your price to beat the competition, but that doesn’t always lead to a healthy business. A good quote should cover your time, materials, expenses, and the value you provide. The goal isn’t to get every job, it’s to get the right jobs that allow your business to grow. What’s one thing that helped you improve your quoting process?Solved323Views2likes7CommentsAre You Building a Business or Just Creating Yourself Another Job?
It’s easy as a small business owner to get caught up doing everything yourself. At what point do you start delegating, hiring, or putting systems in place so the business can operate without you being involved in every job? I’d love to hear how other owners are making that transition while still keeping quality and customer service high.147Views1like5Comments