Automated Task Creation?
Is there a way in Jobber to create an automatic “Task” creation que after a job is bid? For example: Sales rep goes and does a bid, customer doesn’t sign on the spot, and a “task” is automatically created on the schedule that is titled follow call. This follow up call would happen 24 hours after client received the bid. Then maybe another task creation at 3 days. And the ability to create a desired que? THIS WOULD BE IDEAL FOR AUTOMATING MY SALES TEAMS FOLLOW UP CALLS AND MAKING SURE THEY GET COMPLETED.Building an AI online bid?
I have been messing around with the idea of creating a way for my customers to submit some information on their own through our website and AI provide them their bid for painting. Has anyone done this? Have any ideas on how to do it? And what could be the potential pros and cons of this? I'm thinking that it would need to have a customer login & portal. There would need to be a way to upload additional files. Pictures and videos of project. There would need to be a fee that is charged to use this service to try and gatekeep competitors from using it. The fee would be removed if the job is landed. There might need to be an agreement signed that unforeseen work that wasn't included in the submission could result in a change order. What would you add?Curious ... do most teams back up job files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but I’m not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! JoshHow do you politely dismiss delinquent clients?
We run a lawn care service where we provide weekly and biweekly service to clients. We bill upon completion of the job and after 2 unpaid invoices will suspend their service schedule until the client account has been settled in full. About 95% of clients do pay up their accounts but then we go on to chasing down those same people nearly every month. I am the bookkeeper and in 2026 I'm proposing that we dismiss several of these delinquent clients but I would like to be sure I communicate the message in a polite way and am able to combat any arguments or negative reviews that may come from this conversation. Has anyone else dealt with this and what were your steps to notify the client that you will no longer be providing service for them next season? Is it a phone call, email, or both?Has sending photos after a job ever saved you from a complaint?
In this episode of the Masters of Home Service (around the 24-minute mark), Adam and guests Erica Krupin and Marco Radocaj share how photos of a closed gate or job completed have saved them more than once. Do you take photos of completed work for records or to share with your clients? Has it saved you from a customer complaint? Tune into the full episode below to see how project transparency matters now more than ever. Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
🚨FEATURE REQUEST: Tiered Pricing on Products & Services 🚨
Hey Jobber Team and Fellow Pros, Let’s talk about a feature that could seriously boost close rates and make Jobber even more competitive for all of us who quote services, manage inventory, and work in price-sensitive markets. What we need: Tiered Pricing on Products and Services — customizable pricing where the unit cost automatically adjusts based on quantity ordered. Why this matters: We already price materials like mulch, sod, and stone this way in real life. It would speed up quoting, improve estimate accuracy, and help us win more jobs. It mirrors how customers expect to see pricing — more they buy, less they pay per unit. How it would work: Let users define pricing tiers for any product/service: 1–10 units = $10/unit 11–50 units = $8/unit 51+ units = $6/unit These price breaks should auto-calculate during estimate creation and carry through to invoicing. Why Jobber Should Care: Makes Jobber more competitive vs. other platforms offering advanced pricing features. Helps your users convert more jobs = more usage and more loyalty to Jobber. Reflects real-world pricing logic we already use outside the app. If you'd use this — drop a comment or like to help get this in front of Jobber’s dev team. Let’s get this done together!Why I Stopped Chasing Jobs and Started Building Systems
Early in my career I equated motion with progress. AKA: Rocking chair syndrome. If the phone rang, I was winning. If my schedule was full, I was successful. But all that movement was just noise. I was busy, not effective. The shift came when I started documenting everything! How calls were answered, how quotes were written and how materials were ordered. Once I built systems, my business stopped depending on how many hours I worked and started depending on how well I led. Systems create predictability. Predictability builds trust. Trust builds freedom. Stop being the technician who holds it all together with duct tape. Be the leader who builds a machine that runs smoothly, even when you step away. Have questions? Message me!How to SELL as an Electrician - Or are you just taking orders?
Most of us in the trades hate “sales.” The reality is, we are in a reactive market, we just take "orders". We wait for something to break and then we wait on a customer to choose us, out of multiple leads. What i found out, is we are no different from a Mcdonalds cashier. We are not selling, we are taking orders. So how can we change our position? Truth is, it’s not really sales focussed, what we need to do is filter out leads. Here’s the problem: We don’t get calls because people “want” us. We get calls when something is broken. That makes us reactive, not proactive. By the time they call, they’re already stressed, shopping around, or treating it like ordering a Big Mac. Even if we push maintenance packages, most customers see it as a luxury or “insurance,” not a need. So where does that leave us? Frustrated, stuck, and thinking we’re bad at sales. But that’s why I built out these Contractor’s Blueprint to sales, and we been testing it on instagram LIVE and youtube. Whats needed as Contractors: A way to filter out problem customers before they waste your time. A process that shows respect, builds trust, and educates. Actual sales scripts that help you respond when they hit you with “I need to talk to my spouse” or “that’s out of budget.” It’s about filtering who’s a real customer and who’s not. I want to hear from you, what’s your biggest challenge when it comes to sales as a blue-collar service provider?
Looking for AI Tools or Tips for Creating Client-Facing Presentations & “About Us” Packages
We’re putting together an “About Us” package and presentation to send to municipalities and districts — covering mooring solutions, swim lines, buoy systems, etc. I already use ChatGPT and Canva (and love them!), but I’m looking for something even more intuitive to help build out a polished presentation or proposal — something I can easily tweak without spending hours on setup or design. Has anyone used AI tools that made this process easier? Would love to hear what’s worked for you! Thanks in advance 🙏
