Remodelers - What Kind Of Job Take Off Form Do you use?
We've started doing a lot bigger jobs and I've typically been the one to walk the job with the lead for the job, then they take it from there. No drawings, no real written plans outside of the job scope in jobber and the daily notes and conversations we have. Luckily we have some really good guys but I'd like to make this easier for everyone. For those of you that do 2-4 weeks jobs (so not big enough to always involve official drawings), what strategy are you using to make sure everyone gets the details and follows what your vision for the project is?Job Quick Sand - What Do You Do When Things Go Sideways?
We are on a job right now where we are in a bit of job quick sand and nothing can go right. We have been working with this client for years on a number of projects but this is the biggest one we've done. A bunch of tile in the kitchen, painting kitchen cabinets, and replacing all their doors. Fairly straight forward. It all started with something they didn't like about the tile layout in one section. No big deal easy fix. Then they were nit picking the paint job before it was done. Still not that big of a deal. Then it started when the doors we ordered were delivered damaged. We were only doing one at a time but the door they asked us to install was in their master bath. Now they don't have a door till the replacements come in. Then they started asking for add on tasks but complaining about the price. Then they approved a quote for gutters but I guess the wife wanted vinyl and the husband wanted aluminum. He comes home and flips out because his wife approved vinyl gutters. Then the replacement doors arrived and and were the wrong ones. All the while the husband calls me everyday at the end of the day to discuss the plan. Some of this is our fault, some of this is out of our control but either way it's putting stress on the team and myself. What do you guys do when you start to get in that quick sand?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.Should 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?Has Anyone Tried Using AI for Mock Jobs Scenarios/Simulations?
As a new entrepreneur without clients yet, I've been using AI to run mock business scenarios and simulations to build experience and sharpen my processes. I've used it for logistics coordination, compliance reporting, project management, administrative support, client communications, scheduling challenges, and document management. It's been a useful way to practice decision-making, identify gaps in my systems, and gain confidence before working with actual clients. Just thought I'd share the idea. If you haven't tried using AI for business simulations yet, it may be a useful exercise while you're building your company and preparing for future opportunities.The "Do Your Job" Bonus - Get your techs to use Jobber and Show Up on Time
If you're running a service business and struggling to get your technicians to document their work or show up on time, this might be the most useful thing you read this week. I was dealing with two problems that a lot of you probably recognize. First, my guys were clocking in and out — no surprise there, because that's their money — but they weren't uploading pictures and they weren't leaving notes. Second, punctuality was starting to slip. Fifteen minutes late here, thirty minutes late there. Now, I get it, fifteen minutes feels like "whatever" in a lot of work environments. But when you're building a premium brand charging premium prices, ten minutes late is too late. And when one tech shows up a half hour after his partner, that partner is stewing all day thinking about how someone is making the same money for less work. That kills team culture fast. So I created what I call the DYJ Bonus — Do Your Job — and it shows up on their paychecks exactly like that. The concept is simple: there's a bonus built into their compensation, and they earn it every pay period by doing three basic things. Not hard things. Just the things they should already be doing. Show up within six minutes of their scheduled start time. Not fifteen. Not ten. Six. I use Jobber's GPS tagging to verify this, or more accurately, my wife does since she handles payroll. Having a hard number removes all the gray area and the excuses. Upload before pictures and notes when they arrive at the job site. This means at least five photos and a note documenting the condition of the property, any communication with the client, and anything relevant about the job. We have a full SOP that spells out exactly what kinds of pictures to take so there's no guesswork. Upload after pictures and notes when the job is complete. Again, at least five photos, plus notes explaining what was done that day. This protects the company, protects the client, and builds a paper trail that's saved us more than once. That's it. Three things. Show up on time, document before, document after. What I found is that a simple financial incentive built directly into their paycheck changes behavior faster than any conversation or write-up ever did. It's not punitive — it's not a fine or a disciplinary action. It's a bonus they keep by doing their job the right way. The framing matters. And because the standard is clear and the verification is objective, there's no argument about it on payday. If you're running Jobber and not using it to hold your team accountable this way, you're leaving one of its best features on the table. The GPS check-ins and photo uploads are already there — you just have to tie something meaningful to them.How do you find subcontracting work during a drought or slow season?
Hey Chris, here with Neat Dreams Pressure Washing based out of Durham, North Carolina. I just completed the Jobber grant phase 2, and I am excited. Hope all is well. The thing is, we are currently in a severe drought in my city and surrounding areas so things has been pretty slow for power washers If there are any recommendations for help, like larger companies doing some subcontracting in the North Carolina area to make it through this temporary time, please comment. Have a blessed day.How are you using AI in your low-voltage or tech service business?
I run a network infrastructure and physical security company in Washington, DC, with structured cabling, wireless, IP cameras, and access control. I've been using Claude to help with scoping jobs, drafting contracts, writing proposals, and working through business decisions. Curious what others in the trades are doing with AI. Are you using it for estimates, client communication, scheduling, or something else entirely? Drop what's working for you below.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 correction
