Best way to handle inbound calls to company line?
Curious yalls thoughts. Looking to not just grow, looking to scale and improve / continue to implement systems. Currently have myself, 1 outside sales rep, and field labor crew (fence install company) current process: customer calls into company # (my cell phone). I try to answer as if it were an office line to answer asap. From that, I confirm I can Text them, I then send a request form via jobber that has basic info / few questions to answer. If / when they fill it out, I add to the schedule for a confirmed day / time to quote on site. etc…… I feel this part is a lot of back and forth, and until I have an in house admin office worker that can answer these calls the first ring - I won’t be able to truly grow / stay efficient. (If I’m tied up, I don’t like calling them back 2 hours later, etc) but also - I love having them fill out the form bc the way I have questions on it, it turns it from a warm lead, to a warmer lead. Any way to streamline this, get more efficient, improve this current process? ANY thoughts or advice - real thankful.Are you driving around to every quote?
Hey guys, We do small average job size electrical jobs in the Vancouver Canada area. I got really sick of driving around to all of these quotes especially when you're getting a few tire kickers. So we've changed over to doing all of our quotes through video calls. There's a software I've been using for this it's basically Taylor made for this kind of application and it just works a lot better than FaceTime, WhatsApp, and zoom. It's called live switch contact and you can check out their site here : https://www.liveswitch.com/ Great company, updating constantly and really nice people working over there. Anyways the reason I'm posting this is that they now have a jobber integration. They've built this right into the client profile which makes using the service even easier. Here's a link to a video I recorded just explaining it a little bit. https://us02web.zoom.us/clips/share/A2F3MRZIQmc2WjNBZ1RVU0hSLVZKVWFGUU9nAQ If you have any questions about it or quoting remotely through video definitely reach out to me.How I Finally Delegated Estimating (Without Hiring Another Person)
For years, estimating was the one thing I couldn’t take off my plate. We changed the org chart. We hired roles. Delegated everything we could. But estimating? That was always me. Even if I wasn’t doing anything else in the business... I was still stuck quoting jobs. It was the bottleneck I couldn’t fix—until now. I built a ChatGPT-powered estimator trained with my systems, my pricing, and my language. It asks the right questions, runs the math, and delivers estimates like I would—without me being involved. Now I’m no longer the bottleneck. Customers get quick answers. I get my evenings and weekends back. Want to build your own? Map out your estimating logic. Plug it into ChatGPT. Test and refine. If you're stuck working all day and doing estimates at night and on Saturdays anddddd, sometimes even Sunday mornings when everyone's sleeping—this might be your way out. Heres my direct Zoom link if you'd like to learn more: https://calendly.com/ryaan-besthandymancompany/bh-plan-phone-consultationCurious ... do most teams back up job files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but I’m not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! JoshQuote Disclaimers - General Contracting
What kind of disclaimers, contract language do you include in every quote you send? We are a general contractor so the disclaimers can be vague-ish compared to a roofing company, etc. I just had a situation where I needed to add a dust control disclaimer. I asked ChatGPT for 5 disclaimers and it was super helpful but I'm curious what you always list on your quotes. For reference, this is what ChatGPT recommended: Here are five contract disclaimers for a general contracting business: Unforeseen Conditions: While we strive to accurately assess all project details during the planning phase, unforeseen conditions (such as hidden structural damage, hazardous materials, or utility conflicts) may arise during the project. These conditions could impact the scope, timeline, or cost of the project and will be addressed through a change order. Material Delays: [Your Company Name] is not responsible for delays caused by the unavailability of materials, supplier shortages, or other supply chain issues beyond our control. Any resulting delays may affect the project timeline, and adjustments will be communicated as promptly as possible. Owner-Provided Information: [Your Company Name] relies on the accuracy of information, plans, and documentation provided by the client or their representatives. Errors, omissions, or inaccuracies in this information may result in additional costs or delays, which are the responsibility of the client. Third-Party Contractors: In instances where the client employs third-party contractors or suppliers not under our direct control, [Your Company Name] assumes no liability for their performance, workmanship, or delays. Coordination with these third parties may impact the overall project schedule or quality. Environmental Factors: [Your Company Name] is not responsible for delays, damage, or additional costs caused by weather, natural disasters, or other environmental factors beyond our control. Any necessary adjustments to the project scope or timeline due to such events will be documented and discussed with the client. Each disclaimer ensures clarity in client expectations and protects your business from potential disputes.
Kits/Pricing Templates 2 part question
This is a two-part question: Are there plans to introduce kits or templates for quickly creating detailed, itemized estimates? For repeat services, it can be time-consuming to manually add multiple items on the mobile app. A template feature would allow us to add common services with one click and adjust quantities, saving time and enhancing accuracy during the first conversation with the client. Will there ever be an option where a picture of the customer’s home automatically populates once the address is input, similar to apps like Housecall Pro? This feature would provide a quick visual reference of the property, allowing for quicker and more accurate service quotes (e.g., gutter cleaning). It would also help create a great first impression by allowing us to describe the home in detail during the initial phone conversation with the customer.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?
