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!What’s your go-to move when a customer doesn’t pay on time?
Do you send a reminder, make a call, wait it out, or have a process you stick to every time? In this episode of Masters of Home Service, Wilson Betances (EnergizeUs) talks about: Why unpaid invoices are a major cash flow problem What happens when invoicing and follow-ups aren’t taken seriously Simple systems and habits that businesses can actually maintain Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
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.Should you stop serving neighborhoods that don’t produce route density?
I had to make this decision in my own business. Early on, I said yes to customers 35–45 minutes outside our core area because I wanted the revenue, reviews, and growth. Over time, those accounts became expensive in ways that didn’t show up on the invoice. More windshield time, more miles, fewer stops per hour, and harder routes for the team. We eventually started looking at which cities were producing our best customers and tightened our advertising around those areas. I also had to let go of an original client who had been with us for more than 4 years because she was simply too far outside where the business had grown. That wasn’t an easy conversation. But a $100 monthly customer can look very different financially when they require a 30-minute detour every visit. Revenue alone doesn’t tell you whether an area is worth serving. At what point do you stop advertising to an area or let existing outlier customers go?What’s your best “DIY hack” you’ve used to run your business?
When I first started my business over 19 years ago, estimates meant pen, paper, and carbon copies—rip the top page for the customer, keep the yellow one for myself. That was just the way it was back then, and it worked. Trips to Staples were the norm! But as I think about it, over the years I’ve also come up with plenty of little “DIY hacks” to keep things running when resources were tight or when I didn’t have the systems I do now. Some of those scrappy fixes actually held up surprisingly well! I bet most of you have similar stories— What’s the best “DIY hack” you’ve used to run your business? Maybe it was how you scheduled jobs, tracked expenses, did marketing, or just stayed organized before you had tools like Jobber. Sometimes those old-school solutions are just as clever as the technology we use today. Can’t wait to hear yours!
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.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?
