Best way to handle inbound calls to company line?
Curious yalls thoughts. Looking to not just grow, looking to scale and improve / continue to implement systems. Currently have myself, 1 outside sales rep, and field labor crew (fence install company) current process: customer calls into company # (my cell phone). I try to answer as if it were an office line to answer asap. From that, I confirm I can Text them, I then send a request form via jobber that has basic info / few questions to answer. If / when they fill it out, I add to the schedule for a confirmed day / time to quote on site. etc…… I feel this part is a lot of back and forth, and until I have an in house admin office worker that can answer these calls the first ring - I won’t be able to truly grow / stay efficient. (If I’m tied up, I don’t like calling them back 2 hours later, etc) but also - I love having them fill out the form bc the way I have questions on it, it turns it from a warm lead, to a warmer lead. Any way to streamline this, get more efficient, improve this current process? ANY thoughts or advice - real thankful.
Kits/Pricing Templates 2 part question
This is a two-part question: Are there plans to introduce kits or templates for quickly creating detailed, itemized estimates? For repeat services, it can be time-consuming to manually add multiple items on the mobile app. A template feature would allow us to add common services with one click and adjust quantities, saving time and enhancing accuracy during the first conversation with the client. Will there ever be an option where a picture of the customer’s home automatically populates once the address is input, similar to apps like Housecall Pro? This feature would provide a quick visual reference of the property, allowing for quicker and more accurate service quotes (e.g., gutter cleaning). It would also help create a great first impression by allowing us to describe the home in detail during the initial phone conversation with the customer.Handling Miscommunication with Clients
Miscommunication with clients can be a big challenge. I've had a situations where a client(s) misunderstood our weather policy, leading to dissatisfaction. How do you handle miscommunication with your clients? What steps do you take to ensure clarity in your communication from the start?Running a Tight Ship: How to Save Time and Cut Hassle
In our line of work, every minute counts. I’m always on the lookout for tools or processes that help run things more efficiently, whether it’s leveraging AI to do our estimates or better ways to communicate with the team. What have you found that really saves time and reduces headaches in your day-to-day operations? Share what’s working for you. What’s your go-to strategy for keeping operations smooth and efficient?How I Finally Delegated Estimating (Without Hiring Another Person)
For years, estimating was the one thing I couldn’t take off my plate. We changed the org chart. We hired roles. Delegated everything we could. But estimating? That was always me. Even if I wasn’t doing anything else in the business... I was still stuck quoting jobs. It was the bottleneck I couldn’t fix—until now. I built a ChatGPT-powered estimator trained with my systems, my pricing, and my language. It asks the right questions, runs the math, and delivers estimates like I would—without me being involved. Now I’m no longer the bottleneck. Customers get quick answers. I get my evenings and weekends back. Want to build your own? Map out your estimating logic. Plug it into ChatGPT. Test and refine. If you're stuck working all day and doing estimates at night and on Saturdays anddddd, sometimes even Sunday mornings when everyone's sleeping—this might be your way out. Heres my direct Zoom link if you'd like to learn more: https://calendly.com/ryaan-besthandymancompany/bh-plan-phone-consultation
Business Insurance
We are a cleaning company providing Air Duct Cleaning, Dryer Vent Cleaning, Exterior Cleaning and Floor Care Cleaning (carpet, upholstery, tile & grout, etc). I am exhausted with insurance that does not actually cover what my business needs. I am looking for a new carrier. Looking to shop everything - Auto, Liability, Inland Marine, Business Interruption, Health (medical), Vision / Dental, Workers Comp, and Life Insurance. Any nationwide carriers that make it simple and have great coverages and service? Who do you use? Why? Who do you recommend?
