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.
Using AI and Voice to Capture Job Notes and Follow-Ups in Real Time
Hi everyone, I wanted to start a discussion around how home service teams capture job notes, follow-ups, and action items during busy workdays, especially while on-site, on calls, or moving between jobs in Jobber. In many service workflows, essential details come up verbally: - Notes after a customer conversation - Follow-ups discussed on the phone - Reminders during travel between jobs These often get entered into the system later, which can lead to missed context or extra admin work at the end of the day. One approach we’ve been exploring is using AI-powered voice input through tools like Gennie, where teams can speak notes or tasks and have them synced back into their existing systems while Jobber remains the system of record. I’m interested to hear from others here: - How do you currently capture job notes or follow-ups when typing isn’t convenient? - Do you update everything in real time or batch it later? - Would voice-based input be helpful in field operations, or does it create more overhead? Looking forward to learning how others approach AI and operations in real-world home service workflows.New Google Search Features: Online Estimates Filter and “Have AI Check Prices” — what does this mean for service pros?
Google has recently started rolling out new pricing-related features in local home service search, and they could impact how service businesses get discovered. Two early changes we’re seeing: “Online estimates” filter Google is beginning to surface an Online estimates filter in some home service searches. Early signs suggest businesses that provide clear, machine-readable pricing or instant estimates may be favored over generic contact forms. “Have AI check prices” or “Ask AI for Pricing” feature Google is also testing an AI feature that gathers pricing on a homeowner’s behalf by using AI to call businesses and collect price quotes. https://www.youtube.com/watch?v=illIa8LSfY0 These features are still new and evolving, but they raise big questions about pricing transparency, estimates, and local search visibility. We’re curious: Have you noticed either of these features in your area yet? Do you currently show pricing or estimate ranges online? Do changes like this make you rethink how you approach pricing and Google visibility? Would love to hear what service pros are seeing so far 👇You've got the time tracking data, now what?
Once you’re tracking time (in Jobber or other methods), the next question is: what do you actually do with all that data? In the latest Masters of Home Service episode, Jerry Jackson and Forrest Derr discuss using weekly time tracking reports not just for payroll, but also for making informed decisions that impact efficiency, profitability, and team culture. (Jump to the 11:07 mark) Here are a few ideas from the episode to get the conversation started: Track unbillable time (like shop hours or supply runs) as its own job to help spot inefficiencies. Set SPH (sales per hour) and unbillable time targets for your team—and make them visible. Get your team to report their own time and performance metrics to build ownership and accountability. How are you using time tracking? What changes have you made (or want to make) based on what the data is telling you? Share your wins, your hurdles, or even the metrics you wish you understood better. Tune into the full episode below:
How do you hold techs accountable for accurate time tracking in Jobber?
We have GPS enabled so we can see when and where techs are clocking in and out, but I’m curious how others are enforcing accountability when the data shows missed or incorrect punches. How are you handling clock drift, forgotten punch-ins, or late edits without turning it into constant micromanagement? Are you using pay corrections, write-ups, coaching, or tying accuracy to performance reviews or bonuses? Also interested if anyone has built SOPs or automations around this that actually stick in the field.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.
