What Should Home Service Businesses Automate First to Save Time?
Small manual tasks start stacking up, catching up on follow-ups, re-adjusting scheduling, invoicing, review requests, the list goes on and on. Sound familiar? What’s one task you’re still doing manually that you know could be automated? What’s stopping you from setting it up?How do home service businesses fill their calendar before busy season?
When work slows down, most service businesses feel it fast: stress, cash flow pressure, and last-minute scrambling. Sound familiar? What’s the one thing you rely on most before busy season to keep your calendar full? New leads Repeat customers Referrals Deposits or upfront payments Booking weeks in advance Something else? (do tell!) Bonus: What used to stress you out about slow periods that doesn’t anymore?GCs - How are you using the pricebook?
Most of my projects are all different. Even something like a fence gate is different from one property to the next. One place the gate itself is going on the wall, the other it's going on a post and the current post is wobbling. All bathrooms are roughly the same, but maybe the tile is different, or this customer wants to buy their own supplies. etc. So for you businesses that are in this pickle, how are you using your price book? I basically use mine for line items that don't actually carry a price - policies and warranties for specific things (paint matching, bathroom remodel discoverable, etc) but I'm not using it for what I'd imagined are it's intended purpose. Looking for a little coaching here!
Referral Credit System Is Very Lacking
This post is feedback, and a place to allow other users to leave feedback, for the Client Referral marketing tool in Jobber. The current client referral system is very lacking for a premium paid feature. We would like to see some deep functionality changes and additions immediately, since this has been around for a while now with no improvements....here is my current thoughts on what could be added or should be changed - Credits need to show in the Clients file (maybe under account balance) Staff needs to know if a credit is available or could apply for sales purposes. Currently its restricted to owners/admins in the marketing section and you can't do anything with that info anyway from there, its pretty useless. Credits need to be usable across the whole system & in the field (mobile invoices), we better for techs in the field ('hey, i see you have credit, would you like to use it on this invoice?') Credits need to be adjustable, we want to be able to add referral credits manually if we see fit. (this is especially ideal for when staff forgets to fill out the referrer entry on a job) which happens all the time. Apply credits anyway we would like (if a client has a $100 in credit, we want to be able to apply that whole amount if they have a huge invoice(s) being paid at once) the current automatic application is not good enough. Credit Amount settings ($ / % amount) should be able to be set based on Client type/tag (if the client is a Builder Partner we want to give them 10%, instead of just the $50 we give to a regular customer per lead) Option to set the Amount of credit ($/%) given based on a range of invoice value (5% for $100-500 invoice amount / 8% for $500-1000 invoice amount / etc) Option to exclude certain Clients from the referral program (we have builder partners that are on a completely different program internally, we do not want there account to also be getting other discounts). Option in Jobber websites to add a Refer A Friend button, so we do not have to rely on the email campaigns that most people don't open. Allow the client to see credits in their portal, and apply them to invoices when making payments.
Will AI replace jobs in home service and skilled trades?
I saw an article yesterday about all the tech jobs that are being replaced by AI and I thought about how hard that would be to know your position can be replaced by someTHING that can do it faster and cheaper than you can. Then I thought how happy I am that I decided a long time ago that I am going to work with my hands. Be handy. Solve real problems. I would be safe in saying that AI is never going to cut your lawn, remove your junk, exterminate your bed bugs, plumb in or wire your home. Am I going to regret saying this? Is AI reading thins and just started plotting to take all our jobs???How Are Home Service Businesses Preparing for AI Search Visibility?
Search is changing fast. We’ve already seen Google test online estimates and AI-assisted pricing in local search. Now, AI tools are helping homeowners decide who to call, sometimes before they ever visit a website. Scorpion Marketing published a report with the following stats: 22% of homeowners are already using AI tools to research services or get recommendations 80% of business owners say they don’t know how to prepare for AI-driven search visibility We’d love to hear what you’re seeing👇 Have you noticed changes in how customers find you or ask questions? Are you doing anything intentionally today to prep for AI-driven search? If AI search on your radar but still confusing, what question do you have? This space will continue to evolve. Sharing what’s working (or not) across different trades helps everyone get ahead of it!How Do You Manage Sales to Production Hand Offs?
I have two problems I could use some insight on for you companies that have a sales person and a production side of the business: How do you communicate the promises made to your customers in the sales process to those who are executing? Specifically for those GCs and Handymen who have varied scopes from project to project Is there a software that can help with that? Jobber gets you half way there with the Sales tab but it's not expanded (yet, I'm going to message them) so I'd like to have some sort of system so I can see where a project is at a glance. I just hired a production manager but I've always done sales and production managing so it's easy for me to make notes in jobber for the field staff. I'm trying to devise a system that I can get this info to the production manager without having 1000 meetings about every single job.
