Job Forms (Checklists) Not Good Enough For Tracking Job Status
Jobber advertises being able to track the progress/completion of Jobs using the Forms (checklist) function. Where it is attached to the Job when creating it. But it seems very deficient and does not really work as advertised or implied. If you have multiple visits or follow-ups to a Job, especially if its because something wasn't complete on an initial visit, that the checklist form wouldn't have been completed... but when you schedule a new visit for crew to go back to that Job to complete the prior visit, you are presented with a whole new Form attached to that visit... the form is blank. Filling out a whole new version of the same form already partially filled out makes no sense to me, we would want the Form/Checklist to show the items that were already completed. Then we easily know what we have left to do on this follow-up visit. And, the only place to view the Job Form status info is either directly in the form, or in Reports. Reports is a great view, and feels like actual Project Management, you can view the status of the Job essentially based on Form data... but again, you end up with multiples of the same form showing up on that screen, one for every time there is a new visit. This makes that view messy, hard to track the true status, making the Report faulty data, and again makes no sense. This in no way is a Job form to me, its a Visit form. And that is NOT the same thing. All of this data input across all Forms should be collective, and ideally we should see the Completion Status of that form on the JOB level view and pop-ups, this would give all users the ability to see the status of the Job and whats left to do at a glance. In short, you should only ever have 1 instance of the specific Form, or Forms, associated with the Job (or atleast the option to make it so) and it follows every subsequent visit showing the prior checked off items. We often have multiple checklists associated with a single Job, as each form is needed for 1 of multiple phases of that Job, which is completed over months. We are already lacking 'Project' level management for handling large multi-phase Jobs, if the Forms function was linked properly it would make it feel less lacking overall, as these Forms could act more like project management and status tracking. Or, am I missing something? Or could we get tight integration with an App/3rd Party service that could fill that Project Management gap?Solved234Views2likes3CommentsOptional line items
It seems like my ability to make a line item optional isn't available anymore. I have used it in the past where you check the box below the line item to mark it as optional, but that isn't showing up as an option any more. Is there a different way to do this and I'm just missing it? Any help is greatly appreciated!7Views0likes0CommentsHow Do Contractors Structure Their Quotes to Get More Large Jobs Approved?
Hi everyone, I’m Deroy Waite, owner of Protastic Plumbing Services Inc., and I’d really appreciate some insight from fellow plumbers or contractors. We’ve been in business for 2 years, backed by over 20 years of plumbing experience, and we’re currently focused on improving our quote approval rate, especially on larger jobs. For those landing bigger projects consistently, how are you structuring or presenting your quotes to get them approved? Are there specific things you’ve found make a big difference? Any tips or lessons learned would be greatly appreciated. Thank you122Views6likes12CommentsClaim your Territory!
Hello Jobber Community, My name is Mario Visin, Founder of Group7 Home Services LLC. We joined the Jobber community with a spirit of collaboration, learning, and service to the home services professionals who keep our homes, neighborhoods, and communities running. I believe the home services industry is entering one of the most important seasons in its history. Blue-collar workers are becoming entrepreneurs by the thousands. Handymen, roofers, painters, landscapers, installers, restoration experts, and specialty trade professionals are no longer just working jobs — they are building businesses, serving families, and creating the foundation for generational opportunity. The home services industry represents hundreds of billions of dollars in economic activity each year. Large suppliers, big-box retailers, and national construction brands have created tremendous wealth from this industry. Yet the heart of the industry has always been the person swinging the hammer, climbing the ladder, knocking the door, answering the emergency call, and doing the work that homeowners depend on. That person is you. That person is me. That person is the blue-collar professional who deserves better systems, better connection, better opportunity, and a clearer path toward building a meaningful life through the trades. One thing I have noticed across many industries is that people often struggle to connect with one another in ways that truly make a difference. We are entering a time where connection and community will matter more than ever. The future will not only belong to the biggest brands or the largest companies. It will belong to those who learn how to connect, serve, collaborate, and build trust with one another. At Group7 Home Services, we are designing a Live-Work-Play vision for the trades — a curriculum and platform strategy focused on helping home services professionals serve one another, grow together, and build wealth through shared relationships, better systems, referral opportunities, and a service-first mindset. This is not just about jobs. It is about lifestyle. It is about family. It is about creating a future so compelling that the next generation sees the trades as a path of pride, ownership, entrepreneurship, and purpose. Strategy matters. Systems matter. Technology matters. But the real transformation begins when good people come together with humility, discipline, and a desire to serve the need before serving the self. I believe larger technology companies serving the trades, including platforms like Jobber, play an important role in this new era. The right technology can help blue-collar entrepreneurs run smoother businesses, communicate better with customers, organize their teams, and create more professional experiences for the homeowners they serve. But technology alone is not the full answer. The real power comes when technology, community, service, craftsmanship, and vision meet at the same table. Group7’s broader mission is Building Thriving Cities by helping people connect around housing, entrepreneurship, education, and local economic opportunity. We believe the home services professional has a major role to play in that transformation because every strong city begins with strong homes, strong workers, strong families, and strong relationships. I am a visionary, and I understand that vision must be protected, refined, and shared with care. But I also believe the home services industry is ready for a new conversation — one centered on dignity, ownership, connection, and a higher conscious level of capitalism where the smaller parts come together to create something greater than any one person could build alone. The big brands we know today started with a dream, a strategy, and a willingness to work for decades. The next great wave of wealth creation may come from like-minded people linking their common threads together, weaving a much larger blanket of opportunity for families, workers, entrepreneurs, and communities. Being part of a community is just the beginning. How we connect matters. Relationships are everything. Work like your life depends on it. Best, Mario Visin Founder, Group7 Home Services LLC28Views1like2CommentsRoll call! Meet & introduce yourself to other Service-based Skilled Trade pros
If you’ve ever thought, “How are other businesses like mine handling this?” you’re in the right place! This space is for Service-Based Skilled Trades pros to connect, compare notes, and talk shop with others who understand the day-to-day realities of running your type of business. 👋 Introduce Yourself Drop a comment and tell us: Your name Business name Industry Years in business Location (City/State/Province) Let us know if you’re joining us for LIVE networking on March 17 (more details below) The more context you share, the better connections you’ll make. 🙌 Pro tip: Search your city or state in the forum to easily find other pros in your area. 📅 Want to connect LIVE? We’re running a pilot to host virtual weekly LIVE Industry Networking starting on March 17, running until April 7. If you’d be interested in joining for the first or following sessions (don’t need to commit to all but you're welcome to join!), make sure to let us know in the comments. 🤝 Culture of this space Think of this forum board like a room full of peers who understand your world. Share what’s working. Ask real questions. Talk through challenges. The goal is to power your success and raise the standard of home service industries together. 💬 Looking for conversation starters? This space works best when conversations are industry-specific and experience-based. You might jump in with something like: “How are other [your industry] pros pricing this service right now?” “Is anyone else seeing this shift in their market?” “What’s been working for you when it comes to ____?” 🤔 Why are industries grouped together? We’ve intentionally clustered similar industries to keep conversations active and relevant. These groupings reflect shared business models, operational challenges, and pricing conversations so you can learn from peers who “get it,” even if they’re not in your exact trade. If your question applies to all home service businesses, feel free to post in our broader forum boards. Pro tip: Check out the industry tags to get even more specific Looking forward to seeing this space come to life. 🚀824Views8likes41CommentsHow to setup pricing for an Electrical Contracting Residential Service Provider?
Hey everyone, I'm fairly new to the residential electrical service side of the industry and I'm trying to get my pricing dialed in. One thing I've been struggling with is pricing service calls. Sometimes I feel like I'm pricing too low and leaving money on the table, while other times I worry I'm pricing too high and potentially losing work. For those of you who have been doing residential service for a while: Do you use flat-rate pricing or time-and-materials pricing? Do you charge a diagnostic fee, truck fee, or travel fee? Is there a pricing system or price book you would recommend? Did you build your own price book, or did you purchase one from a service like Profit Rhino, The New Flat Rate, or another provider? I'm looking for a system that's consistent, profitable, and fair to the customer. I'd appreciate any advice from those who have already been through the learning curve. Thanks in advance!7Views0likes0Comments