How do you enter warranty jobs in Jobber?
We are a generator company and sometimes have warranty jobs that we need to track and bill to our vendors. What's the best practice for this? Should we create an account under our vendors name and then tie the job back to properties? Or maybe through job tags? But then that would show the payment coming from the customer and being applied to their account, no? Need to brainstorm this with someone, please.
Fix the Plumbing Before Adding AI
Greetings Community 👋🏿 A concept I’ve thought about a lot: automating a broken workflow doesn’t save time, it just makes the mess move faster. A lot of teams jump straight to automation and the newest AI tools while the systems underneath are already disconnected: scattered user records, inconsistent permissions, duplicate data, and no clear source of truth. Identity is one of the best places to start. A well-managed IdP gives you a central place to manage users, access, and the SaaS applications your business depends on. It makes implementing SSO, provisioning, and deprovisioning across applications cleaner while establishing clear ownership of identity and access. Now you have a cleaner foundation to connect systems and build automations that actually make sense. Otherwise, you’re just automating the mess.Be honest... how many hours did you spend on paperwork this weekend?
​Quoting, scheduling, chasing unpaid invoices—it adds up fast when you'd rather be out in the field (or spending time with your family). ​Question: What’s the ONE administrative task in your business that takes up way too much of your time?How are you using AI in your low-voltage or tech service business?
I run a network infrastructure and physical security company in Washington, DC, with structured cabling, wireless, IP cameras, and access control. I've been using Claude to help with scoping jobs, drafting contracts, writing proposals, and working through business decisions. Curious what others in the trades are doing with AI. Are you using it for estimates, client communication, scheduling, or something else entirely? Drop what's working for you below.What's the best thing you've automated in your business?
Think scheduling, lead follow-ups, and customer reminders. What’s the best automation(s) you’ve set up that's made running your business easier? In this episode of Masters of Home Service, PhilRisher​ and WiringByron​ get into: The two automations every business should have How to automate estimates, follow-ups and billing to save 20+ hours/week Why "build the system once, benefit forever" is the real win Want to put these tips into action? Download the 10 automation moves checklist for this episode. Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
How do you simplify your operations to reduce overhead and grow faster?
I was watching a video on youtube last night that was talking about how Chick-Fil-A is the most successful restaurant group in the country. Per capita, Chick-Fil-A makes way more money than McDonalds, Starbucks, etc. And their success boils down to the fact that their menu is super simple. This speeds up the ordering process, the making of the food, and cuts down on overhead. So I'm curious: what are ways that you use the KISS (keep is simple, stupid) method in your business?What tech tool actually made your team more productive?
What’s something that genuinely saved time or made your team better? Did it help with quoting? Payments? Share your take below. In this episode of Masters of Home Service, ryaantuttle​ and Rob Soper get into: Why many owners are still stuck with manual processes How tech can act like extra admin (without hiring) Simple ways to start using tech without overhauling everything Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
