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 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?Has sending photos after a job ever saved you from a complaint?
In this episode of the Masters of Home Service (around the 24-minute mark), Adam and guests Erica Krupin and Marco Radocaj share how photos of a closed gate or job completed have saved them more than once. Do you take photos of completed work for records or to share with your clients? Has it saved you from a customer complaint? Tune into the full episode below to see how project transparency matters now more than ever. Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
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!Irrigation Field & Billing Workflow help!
Hello! We just hired an irrigation tech to support our commercial and residential VIP Clients. We offer a free monthly wet-check as part of that service. The issue we're having is the workflow on billing. We typically don't send a quote if the repairs are less than $500, and this is where we're looking for a clearer workflow. We'd like to send a quote to cover ourselves so I'm looking for best practice or a better way to do our workflow. Here's the current workflow Tech conducts wetchecks and completes any minor repairs. Tech marks visit complete, needs invoicing is triggered. Account manager reviews notes, job form, and issues the invoice Client calls if they weren't expecting an invoice for repairs, claiming they thought the checkup was free. This is the problem more with VIP customers than with Commercial accounts. We offer a VIP Landscape service package that includes the wet check, but repairs are billed separately. Should the tech be creating a quote in the field and then completing the repairs? What if the client isn't home? To me, it makes more sense for them to do any simple repairs (nozzles, heads, etc) while they're onsite instead of emailing a quote, driving back to the shop, and then us scheduling the repairs for another day. HELP! How do you irrigation contractors do it or what am I missing?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!
