Anyone using automation to save time and money?
Hey everyone! I’ve been testing out some automation tools alongside Jobber to streamline my window cleaning business — things like auto-replies to leads, follow-ups for quotes, and syncing bookings with my calendar in real time. Curious if anyone else here is using automation to simplify their operations or boost client communication? I’m working on some AI-based workflows and would love to swap ideas or even show what I’ve been building if there’s interest. What tasks are you still doing manually that you wish could be automated?
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.The Importance of Proper Planning in New Construction and Home Improvement Projects
Embarking on a new construction or home improvement project can be an exciting venture, but without proper planning, it can quickly become a costly and time-consuming ordeal. One of the most critical aspects of this planning involves understanding the timelines and requirements associated with land surveying and permit acquisition. Plan Ahead to Avoid Delays In the land surveying industry, turnaround times for documents can vary significantly depending on the time of year and current demand. It is essential to plan ahead and allow for a lead time of anywhere from 4 to 8 weeks for surveying and the creation of permit or plot plans. This time frame ensures that all necessary details are accurately captured and processed. Understand the Approval Process For projects that require recorded maps, such as those needing county approval and recording, the process can take even longer. Typically, this approval and recording can take a minimum of 2 to 3 months. Being aware of these timelines can help you plan your project more effectively and avoid unexpected delays. Get Accurate Quotes and Timelines When seeking quotes for land surveying services, it is crucial to obtain detailed turnaround times and to ask when the final documents will be ready for delivery. Some surveyors may promise quick fieldwork, but the actual mapping and documentation might take significantly longer. Ensure you are comparing apples to apples when evaluating quotes from different providers. This means understanding not just the cost, but also the scope of work and the time required to complete all necessary tasks. By properly planning your new construction or home improvement project, you can avoid unnecessary costs and wasted time. Being aware of the various stages and timelines involved in land surveying and permit acquisition allows you to make informed decisions and keep your project on track. Remember, the key to a successful project is not just in starting strong but also in ensuring every step is meticulously planned and executed. Feel free to reach out if you have any questions about the land surveying process.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?
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?
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.
