Using AI in your in person quoting?
I walk with clients during my in person estimate and I hear their pain points, their frustrations, their real-life struggles. But here is the thing, how many of those golden nuggets are we actually capturing and leveraging? I have started using AI to transcribe and analyze my client walkthroughs, and it has become a bit of a game-changer. Suddenly, that offhand comment Jennifer made about never having her whole house clean at once? That's not just a conversation, it is a marketing goldmine, relatability and authenticity. It is the real struggle our ideal clients are facing. But I am curious: How are you leveraging your client conversations? Are you capturing those golden nuggets, their pain points, their objections, the emotional drivers and turning them into content, testimonials, or business insights? What tools or strategies are working for you to extract the real value from your client interactions?Are you using AI in your business yet or still “just curious”?
Where are you at with AI right now? A) Not using it at all B) Using it for basic stuff (e.g., emails, replies) C) Using it for ops (e.g., estimating, training, reporting) D) “We run everything through AI” level—share below how you’re using it! In this episode of Masters of Home Service, PhilRisher and ryaantuttle share real-world ways home service pros are using AI to: Speed up estimating and hiring processes Create ready-to-use marketing content Prep for the shift from traditional SEO to AEO and GEO Want to put these tips into action? Download our free AI starter toolkit (includes scripts and pro tips). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
Switching from Spreadsheets to Fleet Management Software: What Changed for You?
If you have moved from spreadsheets or whiteboards to a fleet management tool, what changed the most for you day to day? Did it save time, reduce mistakes, or improve visibility across your vehicles? Is the switch actually worth it? I personally used to keep my schedule in Excel until one day I missed an appointment. This is where Jobber came in for me, but what is your story?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.Automated Task Creation?
Is there a way in Jobber to create an automatic “Task” creation que after a job is bid? For example: Sales rep goes and does a bid, customer doesn’t sign on the spot, and a “task” is automatically created on the schedule that is titled follow call. This follow up call would happen 24 hours after client received the bid. Then maybe another task creation at 3 days. And the ability to create a desired que? THIS WOULD BE IDEAL FOR AUTOMATING MY SALES TEAMS FOLLOW UP CALLS AND MAKING SURE THEY GET COMPLETED.Building an AI online bid?
I have been messing around with the idea of creating a way for my customers to submit some information on their own through our website and AI provide them their bid for painting. Has anyone done this? Have any ideas on how to do it? And what could be the potential pros and cons of this? I'm thinking that it would need to have a customer login & portal. There would need to be a way to upload additional files. Pictures and videos of project. There would need to be a fee that is charged to use this service to try and gatekeep competitors from using it. The fee would be removed if the job is landed. There might need to be an agreement signed that unforeseen work that wasn't included in the submission could result in a change order. What would you add?
🚨FEATURE REQUEST: Tiered Pricing on Products & Services 🚨
Hey Jobber Team and Fellow Pros, Let’s talk about a feature that could seriously boost close rates and make Jobber even more competitive for all of us who quote services, manage inventory, and work in price-sensitive markets. What we need: Tiered Pricing on Products and Services — customizable pricing where the unit cost automatically adjusts based on quantity ordered. Why this matters: We already price materials like mulch, sod, and stone this way in real life. It would speed up quoting, improve estimate accuracy, and help us win more jobs. It mirrors how customers expect to see pricing — more they buy, less they pay per unit. How it would work: Let users define pricing tiers for any product/service: 1–10 units = $10/unit 11–50 units = $8/unit 51+ units = $6/unit These price breaks should auto-calculate during estimate creation and carry through to invoicing. Why Jobber Should Care: Makes Jobber more competitive vs. other platforms offering advanced pricing features. Helps your users convert more jobs = more usage and more loyalty to Jobber. Reflects real-world pricing logic we already use outside the app. If you'd use this — drop a comment or like to help get this in front of Jobber’s dev team. Let’s get this done together!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!
Looking for AI Tools or Tips for Creating Client-Facing Presentations & “About Us” Packages
We’re putting together an “About Us” package and presentation to send to municipalities and districts — covering mooring solutions, swim lines, buoy systems, etc. I already use ChatGPT and Canva (and love them!), but I’m looking for something even more intuitive to help build out a polished presentation or proposal — something I can easily tweak without spending hours on setup or design. Has anyone used AI tools that made this process easier? Would love to hear what’s worked for you! Thanks in advance 🙏
