How Do You Manage Sales to Production Hand Offs?
I have two problems I could use some insight on for you companies that have a sales person and a production side of the business: How do you communicate the promises made to your customers in the sales process to those who are executing? Specifically for those GCs and Handymen who have varied scopes from project to project Is there a software that can help with that? Jobber gets you half way there with the Sales tab but it's not expanded (yet, I'm going to message them) so I'd like to have some sort of system so I can see where a project is at a glance. I just hired a production manager but I've always done sales and production managing so it's easy for me to make notes in jobber for the field staff. I'm trying to devise a system that I can get this info to the production manager without having 1000 meetings about every single job.Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have set up?? I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. Cheers !Do You Train Your Team to Think or Just Work?
Every Monday, we hold a short training session with our team. We train on communication. leadership. & mindset. The reason being most tradespeople aren’t struggling because they can’t do the work. They’re struggling because they were never taught how to: Speak with clarity Handle conflict Lead a crew Represent the business professionally These tend to be the issues I see bottling up, either from our exit interviews or customer feed back or when things are misunderstood. Thats why I'm curious: Do you train soft skills with your crew?What tech tool actually made your team more productive?
What’s something that genuinely saved time or made your team better? Did it help with quoting? Payments? Share your take below. In this episode of Masters of Home Service, ryaantuttle and Rob Soper get into: Why many owners are still stuck with manual processes How tech can act like extra admin (without hiring) Simple ways to start using tech without overhauling everything Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
Business Phone Number - Who's Should You Use and How Should You Use it?
When it comes to phone numbers, I treat the Jobber phone number as an “automation line,” not my primary business number. I use it for all the built-in Jobber automations—invoice/receipt texts, appointment reminders, “on my way” notifications, and anything else Jobber sends out automatically. It’s great for consistent system messaging and keeping those operational texts separate from my real day-to-day communication. The reason I don’t use the Jobber number as my main public-facing number (website, trucks, yard signs, etc.) is ownership and portability. The Jobber number can’t be ported out, so if you ever switch systems or change your setup, you don’t truly “own” that number long-term. I’ve made the mistake of putting a non-portable number on marketing before, and it’s a headache when you realize it can’t follow you. Instead, I recommend your primary business number be something you control and can port—either from a carrier, Google Voice (depending on your needs), or another platform where portability is confirmed. Then use tools like Chiirp (and I haven’t personally explored GoHighLevel/Hatch deeply, but they’re in the same category) for your primary communication + higher-level automation, because those platforms typically offer much more robust automation like out-of-office replies, drip campaigns, and automated texting workflows. So my personal setup philosophy is: Jobber number = system/operations messaging only; your “real” business number = portable, owned by you, and used everywhere customer-facing. Then if you need advanced automations like out-of-office replies, I’d build those in a dedicated communication/marketing platform that’s designed for it—not inside the Jobber number.
Cancellation report
So apparently there is no report to run that shows cancelled/unscheduled jobs in a given time period. Has anyone else asked for this feature? I just asked customer service to submit as a requested feature - hopefully, it's fast-tracked as I can't see how this isn't available. Has anyone found some way with zapier to track your canceled jobs and their values so you can track that metric?
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.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.
What Features Would Be Helpful for Dealing with Subcontractors on Your Team?
Subcontractors can be a powerful way to grow your service business—but managing them smoothly takes the right tools. From scheduling to paperwork to payments, things can get complicated fast if you're relying on spreadsheets or text threads. Here are a few key ideas to kick off the conversation: Insurance Certificate Tracking + Expiration Reminders Making sure your subcontractors are insured is a no-brainer—but keeping track of their certificates and renewal dates can be a hassle. A built-in feature that stores insurance docs and sends automatic reminders before they expire would help keep your business protected and organized. Built-in Payment Processing for Subcontractors Paying subs quickly and clearly is essential for maintaining good relationships. Imagine being able to approve their invoices and process payments right through Jobber—no more chasing emails or juggling payment apps. Subcontractor Availability Scheduling Knowing when your subs are available is half the battle. A shared calendar where subcontractors can input their availability would make job assignment way easier and help avoid scheduling conflicts before they happen. What would you like to see added to help manage subcontractors better? Drop your ideas in the comments—👇
Starting a New Hardscape Division While Busy with Landscape Maintenance Team
How do you actually start a new division of your business while still managing day-to-day operations? Between quoting, scheduling, and running jobs, it’s hard to carve out time to build something new. Curious how others have handled this without things falling through the cracks. What worked for you? Context: our "bread and butter" as a landscaping company has been in residential maintenance (lawn cutting, care, property clean-ups, trimming, garden care, softscape / small hardscape installs, etc.). My business partner and I are near max capacity with taking on more residential maintenance clients and would like to get into higher earning, longer term, larger projects on the install / design side of landscaping.
