Looking for AI Tools or Tips for Creating Client-Facing Presentations & “About Us” Packages
We’re putting together an “About Us” package and presentation to send to municipalities and districts — covering mooring solutions, swim lines, buoy systems, etc. I already use ChatGPT and Canva (and love them!), but I’m looking for something even more intuitive to help build out a polished presentation or proposal — something I can easily tweak without spending hours on setup or design. Has anyone used AI tools that made this process easier? Would love to hear what’s worked for you! Thanks in advance 🙏
🚨FEATURE REQUEST: Tiered Pricing on Products & Services 🚨
Hey Jobber Team and Fellow Pros, Let’s talk about a feature that could seriously boost close rates and make Jobber even more competitive for all of us who quote services, manage inventory, and work in price-sensitive markets. What we need: Tiered Pricing on Products and Services — customizable pricing where the unit cost automatically adjusts based on quantity ordered. Why this matters: We already price materials like mulch, sod, and stone this way in real life. It would speed up quoting, improve estimate accuracy, and help us win more jobs. It mirrors how customers expect to see pricing — more they buy, less they pay per unit. How it would work: Let users define pricing tiers for any product/service: 1–10 units = $10/unit 11–50 units = $8/unit 51+ units = $6/unit These price breaks should auto-calculate during estimate creation and carry through to invoicing. Why Jobber Should Care: Makes Jobber more competitive vs. other platforms offering advanced pricing features. Helps your users convert more jobs = more usage and more loyalty to Jobber. Reflects real-world pricing logic we already use outside the app. If you'd use this — drop a comment or like to help get this in front of Jobber’s dev team. Let’s get this done together!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-consultationCurious ... do most teams back up job 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! Josh
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 Work Flow for Ordering
Hi everyone! Does anyone currently use Jobber in their work flow specifically for when making orders. For example if you place an order for equipment how do you let the team know? Do you set up a task in Jobber with the tracking number? Looking to optimize our current workflow and didn’t know if Jobber was a good one for it or if I need to look into another system. Thank you in advance!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.Quote Disclaimers - General Contracting
What kind of disclaimers, contract language do you include in every quote you send? We are a general contractor so the disclaimers can be vague-ish compared to a roofing company, etc. I just had a situation where I needed to add a dust control disclaimer. I asked ChatGPT for 5 disclaimers and it was super helpful but I'm curious what you always list on your quotes. For reference, this is what ChatGPT recommended: Here are five contract disclaimers for a general contracting business: Unforeseen Conditions: While we strive to accurately assess all project details during the planning phase, unforeseen conditions (such as hidden structural damage, hazardous materials, or utility conflicts) may arise during the project. These conditions could impact the scope, timeline, or cost of the project and will be addressed through a change order. Material Delays: [Your Company Name] is not responsible for delays caused by the unavailability of materials, supplier shortages, or other supply chain issues beyond our control. Any resulting delays may affect the project timeline, and adjustments will be communicated as promptly as possible. Owner-Provided Information: [Your Company Name] relies on the accuracy of information, plans, and documentation provided by the client or their representatives. Errors, omissions, or inaccuracies in this information may result in additional costs or delays, which are the responsibility of the client. Third-Party Contractors: In instances where the client employs third-party contractors or suppliers not under our direct control, [Your Company Name] assumes no liability for their performance, workmanship, or delays. Coordination with these third parties may impact the overall project schedule or quality. Environmental Factors: [Your Company Name] is not responsible for delays, damage, or additional costs caused by weather, natural disasters, or other environmental factors beyond our control. Any necessary adjustments to the project scope or timeline due to such events will be documented and discussed with the client. Each disclaimer ensures clarity in client expectations and protects your business from potential disputes.
