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?Industry virtual networking starting March 17
We’re trying something new in the community! Starting March 17, we’re hosting a weekly 30-minute networking session for service-based skilled trades like HVAC, plumbing, electrical, appliance repair, and more. Join one session or all four—no commitment. These will run once a week until April 7 while we pilot the idea. The goal is simple: Connect with other pros and help each other work through real business challenges. Format: • Quick intros • Everyone shares one challenge • Group feedback and ideas • Quick wrap-up 🕒 Tuesdays at 11:30 AM ET ⏱️ 30 minutes Interested? Comment below and we'll send you a reminder email with the link!
Seeking Advice: Building a Pricing Strategy and Ideal Customer Avatar for MTAC Plumbing
Hi Everyone, This is Markus from MTAC Plumbing, based in Kitchener, Ontario. After 2.5 years in business, I’m reaching out to fellow plumbing companies for advice and insights. As a relatively new business, we’ve been saying "yes" to all types of customers and work. We’ve worked with small general contractors on home renovations, direct service calls with homeowners, small commercial fit-outs, reworks, and even a few custom new construction homes. One challenge I’m facing is narrowing down my ideal customer avatar. Without that focus, I’ve struggled to create a solid pricing strategy and price book tailored to specific types of work. I’ve consumed a lot of content—coaching programs, podcasts, and even paid for some trades business coaching—but I’m constantly torn between different approaches. Should I stick to flat rate/lump sum pricing, or go with time and materials transparency? Overhead recovery is another area I need to lock down, along with deciding whether to lean into truck/service charges or a higher hourly rate with minimum-hour strategies. Currently, my price book in Jobber feels clunky and difficult to use. It’s challenging to organize by service types (e.g., Service, Renovation, Commercial), and there’s no way to create subfolders, making navigation harder. From my experience, homeowners in my area often see flat-rate pricing as a dealbreaker. I’ve trained our admin to explain that a plumber needs to assess the job on-site because of plumbing’s many variables. For common issues, I’m considering building out flat-rate pricing for simplicity, but most clients still want an upfront range or at least a disclosed hourly rate before scheduling. I’m looking for advice from this community: How do you structure your pricing and organize your price books? Do you use flat rate, lump sum, or time and materials strategies, and how do they work for you? What’s the best way to build confidence and efficiency in pricing to ramp up billables while keeping processes streamlined? I appreciate any insights or feedback! Best regards, Markus MTAC PlumbingRoll call! Meet & introduce yourself to other Service-based Skilled Trade pros
If you’ve ever thought, “How are other businesses like mine handling this?” you’re in the right place! This space is for Service-Based Skilled Trades pros to connect, compare notes, and talk shop with others who understand the day-to-day realities of running your type of business. 👋 Introduce Yourself Drop a comment and tell us: Your name Business name Industry Years in business Location (City/State/Province) Let us know if you’re joining us for LIVE networking on March 17 (more details below) The more context you share, the better connections you’ll make. 🙌 Pro tip: Search your city or state in the forum to easily find other pros in your area. 📅 Want to connect LIVE? We’re running a pilot to host virtual weekly LIVE Industry Networking starting on March 17, running until April 7. If you’d be interested in joining for the first or following sessions (don’t need to commit to all but you're welcome to join!), make sure to let us know in the comments. 🤝 Culture of this space Think of this forum board like a room full of peers who understand your world. Share what’s working. Ask real questions. Talk through challenges. The goal is to power your success and raise the standard of home service industries together. 💬 Looking for conversation starters? This space works best when conversations are industry-specific and experience-based. You might jump in with something like: “How are other [your industry] pros pricing this service right now?” “Is anyone else seeing this shift in their market?” “What’s been working for you when it comes to ____?” 🤔 Why are industries grouped together? We’ve intentionally clustered similar industries to keep conversations active and relevant. These groupings reflect shared business models, operational challenges, and pricing conversations so you can learn from peers who “get it,” even if they’re not in your exact trade. If your question applies to all home service businesses, feel free to post in our broader forum boards. Pro tip: Check out the industry tags to get even more specific Looking forward to seeing this space come to life. 🚀
Plumbing Bids
I just started a plumbing business and I get the concept of bidding but somehow always end up under estimating. I even doubled my last bid and still somehow ended up an impactful amount of hours over. I don't know if I visualize my objective wrong or I'm really that much slower than I anticipate (If that makes sense). The materials I buy are marked price + 30% and hourly is pretty straightforward, I charge from the moment I leave the office to the moment I return. Change orders are a weak point for me and I know the consequences of doing free labor. Is there any special courses to perfect bidding?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.
How to set up automated yearly service reminders in Jobber?
I know I’ve seen this come up before but as a service based industry, I rely heavily on repeat customers. I’d like to remind a customer about 11 months after they book with us that their service is coming up. The work around is that I can set them up as a recurring customer and have it remind them that their schedule is coming up a month before the scheduled date. My issue with that is one, I have to wait for paperwork for the customer, and two, I don’t like to have to stay on top of seeing if customers actually still want the service. I want reminders sent via email and txt automatically after 11 months (Not a year) and then they can reach back out to us when they get paperwork in for scheduling. There’s got to be a way for Jobber to do this and I can’t seem to figure that out.
Technician Performance Report
I am just coming over from service titan.. One report that is really important to me is technician performance report we had. We could see their avg ticket, their daily avg, month to date sales ect... a report that I can see how much a tech has invoiced for is imperative. Any chance this is coming? How are you other business owners tracking how your tech's are doing? I don't want to pay the guy who is doing bare min. the same as the guys who are taking their job seriously well organised and hustling.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?
