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?How Would You Handle a Customer Trying To Blame You For Another Person's Work?
So here's the situation - we had a customer we did a handyman punch list for. She previously had some really bad work done at her house and we were fixing their mistakes. Almost 10 month later - She claims that we installed a cooktop using silicone however my guys take very diligent notes and pictures and I have no record of that installation happening. I double checked with the guys and they didn't do it. Something like that would have taken some time and they would have remembered. Honestly I don't mind losing her as a client because she's wasted a lot of my time having my quote jobs she didn't end up doing but how do you tell someone she's mistaken when she is very sure we did it. I thought about sending her screen shots of our time stamped notes but I can't tell if she lying or not. What would you do?What ai/automated workflows do you use for your home service business?
I want to better implement AI into my landscaping business out in Arizona. What workflows do you use to better help everything run smoothly or save time? Here's what I have going so far: Field crew uses ChatGPT or Claude to troubleshoot issues I use it for rough calculations of the material and time it will take for the job writing specific contracts for customers Handling mistakes on projects when it comes to client communication Training manuals and internal SOP creation Captions and storyboards for social media posts Ad copy for marketing Financial analyzation for profit and growth Finding gaps in my business for course correctionAI 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, AliceHow 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.How to Know Everything About Everything
Anyone else feel like this needs to be you? You need to know how to market, how to manage people, how to properly incentivize them, be well versed in finance as well as all the technical aspects of whatever trade you are in. We had a situation where we were installing a lighted niche, and the specific tile made it impossible to get the tiles perfectly flat while installing it on the wall, and my guys put the light too far back so it cast a very minor shadow in the niche. In hindsight we could have installed the tiles in the niche ahead of time so we could apply proper pressure to them so there's no lips (and also put the light more forward) ... we won't make that mistake again! As I sit in the office making meta ads, reviewing my financials, it get's super frustrating to have these technical curveballs while sorting through everything else it takes to run a business. This is why we need to build our own checks and balances: Who we call or who we hire (have a good process for vetting people that know what they are doing) What we double check and when Who's the second set of eyes (use your in field managers, make sure everyone is using Jobber for pictures and notes Which leads to what you document Now the niche issue won't ever happen again but we've definitely caught things BEFORE they are a mistake utilizing this system. How to you juggle all the responsibilities?
First timer here!
Greetings community👋🏿 . I work professionally in IT infrastructure and engineering, mostly around identity and access management, endpoint, automation, and improving how different enterprise systems work together. In my free time im usually building or researching something. I’m interested in Saas tools, ai automation, open data, business ops, and finding better ways for systems to talk. I like taking real-world problems, digging into how the existing workflows actually work, and experimenting with ideas or small projects to see if there’s a better approach. I here in the Jobber Community because I’m interested in learning how real people use Jobber and other field services tooling.. what works well, where workflows bottleneck, and new builds/integrations. Looking forward to learning from you all and contributing where I can!!How Often do You Enforce the Fine Print?
In our contracts, it clearly states that if the scope changes and we are not able to do the visit, or if we are sent away for reasons outside of our control we will charge them $300 (for reference our min charge is a half day which is $500). I had a customer who's assistant asked us to install an undermount sink. It was in the contract, they signed it. We had done a visit with them months before and our technician mentioned a top mount sink would be easy but they specifically asked for an undermount. So we order the sink, show up and the owner not the assistant that coordinated the contract) says they want a top mount. Our technician says ok we'll have to come back. We tell them the charge for the new sink plus the cancellation and they think it's unreasonable. I definitely know, no one actually reads the contract. Should the technician have said, if you send me away, it's $300 charge extra. But they also are changing the plan. I'm a softee so I'm not going to charge them the cancellation but what do you think about a situation like that? Maybe the cancellation charge is too much? It's basically enough for me to give the technician something for planning their whole day around the job plus make a very small amount of profit. Thoughts?
