Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have set up?? I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. Cheers !16KViews20likes122CommentsNew Google Search Features: Online Estimates Filter and “Have AI Check Prices” — what does this mean for service pros?
Google has recently started rolling out new pricing-related features in local home service search, and they could impact how service businesses get discovered. Two early changes we’re seeing: “Online estimates” filter Google is beginning to surface an Online estimates filter in some home service searches. Early signs suggest businesses that provide clear, machine-readable pricing or instant estimates may be favored over generic contact forms. “Have AI check prices” or “Ask AI for Pricing” feature Google is also testing an AI feature that gathers pricing on a homeowner’s behalf by using AI to call businesses and collect price quotes. https://www.youtube.com/watch?v=illIa8LSfY0 These features are still new and evolving, but they raise big questions about pricing transparency, estimates, and local search visibility. We’re curious: Have you noticed either of these features in your area yet? Do you currently show pricing or estimate ranges online? Do changes like this make you rethink how you approach pricing and Google visibility? Would love to hear what service pros are seeing so far 👇368Views0likes8CommentsWhat’s your go-to move when a customer doesn’t pay on time?
Do you send a reminder, make a call, wait it out, or have a process you stick to every time? In this episode of Masters of Home Service, Wilson Betances (EnergizeUs) talks about: Why unpaid invoices are a major cash flow problem What happens when invoicing and follow-ups aren’t taken seriously Simple systems and habits that businesses can actually maintain Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
79Views1like7CommentsYou down with PPE? Yeah, you know me!
Google AI explains it as "Personal Protective Equipment (PPE) refers to any clothing or equipment worn to minimize exposure to hazards in the workplace and protect the wearer's health and safety. PPE is considered the last line of defense when other controls cannot eliminate or reduce the hazard adequately." I've always viewed personal protective equipment (PPE) as my primary shield for staying safe and healthy on the job. With machinery that can spin at speeds up to 10,000 RPM, it’s essential to prioritize my protection. What about you? What PPE do you typically use in your work? For me, I rely on: Ear protection: Since most of our tools operate at high decibel levels, it’s crucial to safeguard my hearing. I personally prefer foam earplugs over earmuffs for comfort. Eye protection: When handling equipment like line trimmers, mowers, chainsaws, and blowers, debris can go flying everywhere. I want to ensure my eyes stay safe from any potential hazards. Safety boots: I opt for high-rise boots with steel or composite toes and plates to protect my feet. Long pants: These are important for shielding my legs from rocks and other materials that can become projectiles. Sun hat: Keeping my head and shoulders covered helps shield me from the sun's rays while I work. Remember, taking these precautions not only keeps us safe but also helps us enjoy our work without worry! One more important type of PPE—at least in my view—is knowledge! It’s really vital to have as many staff members trained in First Aid as possible.70Views3likes4CommentsJobber jobs to QBO projects integration
Has anyone tried to extend the QBO Jobber integration to link a Jobber Job with a QBO project? We are an electrical contractor and have numerous suppliers and many components we use. All of them are entered into QBO. Our field team uses Jobber. I want to use the QBO projects to track project profitability. Which means three enhancements are needed: 1 - Jobber Job creation triggers a QBO project for the same customer. 2 - Time sheets from Jobber need to be updated to tag the customer and Job in QBO 3 - invoices would need to also be linked to from project to job. The job numbers in jobber could be used in QBO to create the linkage e.g. they can be used in the project name.85Views3likes5CommentsHow to back up job photos and 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! Josh168Views0likes2CommentsHow do service businesses track service contracts and manage multi-day or multi-visit jobs?
Hello! How are you entering and keeping track of service contracts? We sell, install and service generators and want to make sure we are properly tracking these and ensuring renewals don't slip through the cracks. Some are once a year visit, some need 2 visits, some need 4. How do you guys do this? What about jobs that require multiple visits? Our installs take time from the moment we get the project approved, to then getting the permit approved, and the individual days of work, inspections, etc. Looking for tips on this. Thanks!105Views1like2CommentsJob 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?Solved47Views0likes2Comments