Time & Material with Jobber
I have been considering Jobber for a few years, along with other systems. I have only pulled the trigger with QuickBooks, which a hate every day. But I digress. I am diving in this year with the goal of finding out the best way to use Jobber, as a time and material business that relies on creating customer trust prior to signing a customer for the first time. I cannot just rely on a system whereby my customer says, i have a broken pipe and I need someone asap. As a handyman, my customers have many jobs of all sorts from day one. Most people are used to estimates, but are amenable to time and material. How can Jobber, and possibly other tools in connection too (suggestions welcome), help me with my goal of going from a soloprenuer to a multi-city organization that is run in this manner?
AI For Inventory During Estimates
Anyone here using AI to build inventories from photos or on‑site for moving quotes? We’re a moving company looking to automate as much of the quote process as possible. Right now, we’re still doing a lot of manual inventory collection and data entry, and it’s slowing us down and leaving room for mistakes. I’m specifically interested in: AI tools that can take phone photos or short videos (or an on‑site walkthrough) and automatically create an itemized inventory we can use for estimates. Anything that can recognize furniture/boxes from images and turn that into quantities, cube/weight, or at least a structured checklist. Workflows where the customer does a virtual survey themselves and we just review and price it. Bonus points if it can be integrated within jobber If you’re doing this today, which software are you using, how accurate is it, and what does your workflow look like from first contact to approved quote? Any “don’t waste your time on this tool” stories are welcome too.Looking for Landscape Design Software & Training!
We launched our landscaping division last year with great success. We are looking to implement a landscape design software and wondering what others are using. We mostly do yard makeovers, garden design and some light hardscaping. We would like a software that is user friendly but not too basic. The 3 that have come up when we are searching is Dynascape, Pro Landscape+ and Procreate. We are curious what other landscapers are using and why? Also, any advice on training for the recommended software. Thanks!How do you deliver a great customer experience?
What’s something you do that always wows customers? Speedy communication? Easy scheduling? Share your tactics below. In this episode of Masters of Home Service, KellyGuerrero shares: Why "luxury" service is really about removing friction Simple, low-cost habits that create wow moments How to make luxury customer service consistent across every job Want to put these tips into action? Download our free customer experience playbook (includes checklists and scripts). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
Using AI in your in person quoting?
I walk with clients during my in person estimate and I hear their pain points, their frustrations, their real-life struggles. But here is the thing, how many of those golden nuggets are we actually capturing and leveraging? I have started using AI to transcribe and analyze my client walkthroughs, and it has become a bit of a game-changer. Suddenly, that offhand comment Jennifer made about never having her whole house clean at once? That's not just a conversation, it is a marketing goldmine, relatability and authenticity. It is the real struggle our ideal clients are facing. But I am curious: How are you leveraging your client conversations? Are you capturing those golden nuggets, their pain points, their objections, the emotional drivers and turning them into content, testimonials, or business insights? What tools or strategies are working for you to extract the real value from your client interactions?Are you using AI in your business yet or still “just curious”?
Where are you at with AI right now? A) Not using it at all B) Using it for basic stuff (e.g., emails, replies) C) Using it for ops (e.g., estimating, training, reporting) D) “We run everything through AI” level—share below how you’re using it! In this episode of Masters of Home Service, PhilRisher and ryaantuttle share real-world ways home service pros are using AI to: Speed up estimating and hiring processes Create ready-to-use marketing content Prep for the shift from traditional SEO to AEO and GEO Want to put these tips into action? Download our free AI starter toolkit (includes scripts and pro tips). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
Using AI and Voice to Capture Job Notes and Follow-Ups in Real Time
Hi everyone, I wanted to start a discussion around how home service teams capture job notes, follow-ups, and action items during busy workdays, especially while on-site, on calls, or moving between jobs in Jobber. In many service workflows, essential details come up verbally: - Notes after a customer conversation - Follow-ups discussed on the phone - Reminders during travel between jobs These often get entered into the system later, which can lead to missed context or extra admin work at the end of the day. One approach we’ve been exploring is using AI-powered voice input through tools like Gennie, where teams can speak notes or tasks and have them synced back into their existing systems while Jobber remains the system of record. I’m interested to hear from others here: - How do you currently capture job notes or follow-ups when typing isn’t convenient? - Do you update everything in real time or batch it later? - Would voice-based input be helpful in field operations, or does it create more overhead? Looking forward to learning how others approach AI and operations in real-world home service workflows.Switching from Spreadsheets to Fleet Management Software: What Changed for You?
If you have moved from spreadsheets or whiteboards to a fleet management tool, what changed the most for you day to day? Did it save time, reduce mistakes, or improve visibility across your vehicles? Is the switch actually worth it? I personally used to keep my schedule in Excel until one day I missed an appointment. This is where Jobber came in for me, but what is your story?How 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?How do you manage different level Service Contracts in Jobber?
We are currently offering one service contract; however, we are looking to create three tiers. We would have a Silver, Gold, and Platinum package. Each package/membership would offer something different. How could we effectively manage this in Jobber to keep track of which clients are on which level package? How many visits they have/have used? Payments? Etc.
