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.How Much Should You Really Be Charging?
The number one question I receive is tied directly to the fact, most contractors are still guessing when it comes to pricing. Overhead. Profit. Labor rate. Trip fees. They think just because they throw a number they hear their competitors use, thats all that they need. It may work, but how and what do you divide these funds is just as important for your business health. If you don’t know how to do the math, you’re not building a business. You’re surviving check to check and think you need more work, when you do not. So here’s the plan: This Tuesday & Thursday on IG, I’m walking you through our Contractor Price Builder Worksheet FREE on instagram live. We will cover: - How to calculate your real hourly rate - The difference between markup and margin - Why profit is a non-negotiable - And how to price with confidence Join the session. Bring your numbers.4 Overlooked Sales & Marketing Techniques! *They all have to do with appearance.
I am posting this because it might be overlooked due to being pretty foundational but newer people to business might not know. If you are new to business, you are actually skilled at what you do, but business just isn't taking off, then read this. If you get offended easily, then don't continue. However, if you really want to grow and improve yourself, then read on. Appearance - This is going to take some serious ability to be self-aware and evaluate yourself for growth. Some people might not want to bring this up because "just do you" is a cultural norm now, but the reality is that people are going to judge your appearance before they ever hear a word you say. We might want to assume people will overlook appearance but they might not and we just have to understand that is a reality no matter how we feel about it. Here are a few things to consider: Professional Attire - If you are the owner of your business and you are trying to sell your services you shouldn't show up to sell the way you would to just any other casual occasion, or to do labor. Step it up. Wear nice shoes, slacks, and a collard shirt, or button up shirt. Make sure your clothes are neat, clean, and not a wrinkled mess with stains. Hygiene - Make sure you have decent hair cut and don't look like you just crawled out of bed. If you have beard make sure it is well groomed. Wear deodorant and make sure you smell nice. Make sure your breath smells good too. Keep gum or mints in your vehicle. Piercings & Tattoos - I personally hire guys/gals and I don't personally care about piercings or tattoos but our customers might. Just take that into consideration and make an attempt to cover them if you see that this could be a factor in certain sales situations. Weight/Personal Care - This one could get some hate but its just real. I'm not even 100% where I want to be with this one. Here is the reality... being healthy and in shape takes discipline. When you show up as someone who is in shape and not overweight it communicates something without using words. It communicates discipline. People want to hire people who are disciplined and do what they say they will. When you look good, then you don't even have to say you are a disciplined and consistent person because your presence communicates it. You will also show up into rooms with more confidence which will help tremendously when selling. Language - you may cuss like a sailor and that is fine. But when you are in a sales situation air on the side of caution and clean up your speech. Speak professionally and never bring up politics or religion. Vehicle - Make sure your vehicles are clean and organized. I don't care what you say. People will judge you based on your vehicle. That is just the culture we live in. I'm not saying you have to polish your work truck but make sure it is clean and organized. If you have papers covering your dash board, fast food that is a month old shoved in the dash, and bottle, cans, and other trash falling out of the floor board when you open the door, then do better. Have a place for your tools and equipment and keep them clean and organized on your vehicle. Website - Your website is going to make a big impression on your customers. How you do one thing is how you do everything to your clients. If your website is unprofessional, messy, unorganized, and confusing then your clients might think that you are all those things. Take time, or money to invest into having a nice website. Social Media - If you are not present on social media (personally or professionally) and posting professional looking content, then you are communicating something to your client. You could be communicating that you aren't active, you aren't truly professional, or if your content is low quality...clients might view you as being cheap or low quality. Business Practices - This is such a simple concept. Have professional business practices and standards. Answer your phone. Show up when you say you will. Do what you say you will do. Be organized and clean. You can ignore all of these little things if you think they aren't important but I can promise you if you are letting your offense of any of these things keep you from doing them, or giving them attention then that is probably part of why you aren't growing. I promise you that companies that are growing and doing big things take all of these things into consideration and constantly try to improve them. Make excuses for yourself, or start making changes. This is all part of your brand. You want a better brand, then make yourself better. Raise the standard. Always be improving and evaluating. Make it easy to refer your business because your professional standards are so high and seen by all that make contact with you. Never get complacent and satisfied always find ways to improve. When you do this be ready for the new opportunities that will come your way!How 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! Josh
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.How can I create an invoice for the deposit?
When doing certain commercial work the client will ask us to send them an invoice for the deposit. This isn't typically how Jobber works as the invoice isn't created until the job is closed usually. What is the best way to send a customer an invoice before having the quote signed, deposit paid, or the job completed? Hope that makes sense. Thanks in advance!How to start an in house training center for painting?
I am looking for feedback on starting a training center for residential painting. We have a shop but it is kind of small for what I am looking at doing. Is there any creative ways I could go about purchasing, or leasing a building that is specifically for training and education? My goal would be to hire on young men and women who are interested in the painting trade and have a facility to train them in before they every step foot on a job. For example, there would be a class room to learn about products and applications. Then there would be actually rooms built out and small exterior walls build out with different substrates to actually train applications. I would hire some of my current employees to be paid extra to run classes and training. What do you think? Am I dreaming too big or is this something I could accomplish? How could I go about making this happen?How do you balance kindness and strict standards as a business owner?
My personal values are very important to me as a business owner. Being a person of faith I care deeply about people. For years I have struggled to find this balance between kindness and compassion and strict standards. For those of you that have hearts for people and want to be kind and compassionate...how do you help your team rise to the occasion without having to seem heartless and only care about the bottom line?
