Building community partnerships
Has anyone here ever built a community partnership from the ground up? im not just curious about the end result. i want to know how it actually came together. What ìt was, and how did you approach people to get them on board, and keep it going? what were the mistakes, and what would you do different next time I’m trying to learn what makes a partnership actually work long term because just like my llc i want it to last30Views2likes3CommentsShould customers get credits when service is skipped for weather, holidays, or access issues?
This is always an interesting debate for recurring service businesses. I think a lot of the confusion comes from how customers view recurring billing versus how route-based businesses have to operate. A customer may think: “I pay monthly, so if you skipped one visit, I should get a credit.” From their perspective, that makes sense. But from the business side, monthly pricing is usually averaged out over the year. Some months have 5 service days. Some months have 4. Some weeks take longer because of weather, extra growth, heavier debris, snow melt, backed-up yards, or delayed access. For us, the monthly price is built around keeping the service consistent over time, not charging each individual visit like a separate transaction. Weather makes this more complicated. If there’s heavy snow, lightning, unsafe roads, extreme heat, or conditions that make the job unsafe, we may have to skip or adjust routes. Access issues are another one. If a gate is locked, an aggressive dog is outside, or the yard is not safely accessible, the technician still drove there, lost time on the route, and may have to communicate with the customer before moving on. That skipped service still costs the business something. Holidays can create the same problem. If you try to reschedule every skipped holiday visit, the rest of the week can get overloaded fast. Then one holiday affects: route timing employee hours customer communication payroll job quality the next day’s schedule This is why I think the policy matters more than the individual situation. Customers should know upfront: what happens when weather prevents service what happens when the gate is locked what happens when a dog is out which holidays are observed whether skipped visits are credited, rescheduled, or built into averaged pricing how communication will be handled In our business, I don’t want technicians making case-by-case judgment calls in the field while the customer is upset. That creates inconsistency. The policy needs to be clear enough that the customer understands it before the issue happens. That said, I also think there’s room for judgment. If we make a mistake, that’s different. If we miss a yard because of something on our end, we need to make it right. But if service is skipped because the yard is inaccessible, unsafe, or affected by a policy the customer already agreed to, that should be handled differently than a company error. Do you give credits when service is skipped for weather, holidays, or access issues? Or do you build those situations into your monthly pricing and service terms from the start?18Views2likes3CommentsJob Forms (Checklists) Not Good Enough For Tracking Job Status
Jobber advertises being able to track the progress/completion of Jobs using the Forms (checklist) function. Where it is attached to the Job when creating it. But it seems very deficient and does not really work as advertised or implied. If you have multiple visits or follow-ups to a Job, especially if its because something wasn't complete on an initial visit, that the checklist form wouldn't have been completed... but when you schedule a new visit for crew to go back to that Job to complete the prior visit, you are presented with a whole new Form attached to that visit... the form is blank. Filling out a whole new version of the same form already partially filled out makes no sense to me, we would want the Form/Checklist to show the items that were already completed. Then we easily know what we have left to do on this follow-up visit. And, the only place to view the Job Form status info is either directly in the form, or in Reports. Reports is a great view, and feels like actual Project Management, you can view the status of the Job essentially based on Form data... but again, you end up with multiples of the same form showing up on that screen, one for every time there is a new visit. This makes that view messy, hard to track the true status, making the Report faulty data, and again makes no sense. This in no way is a Job form to me, its a Visit form. And that is NOT the same thing. All of this data input across all Forms should be collective, and ideally we should see the Completion Status of that form on the JOB level view and pop-ups, this would give all users the ability to see the status of the Job and whats left to do at a glance. In short, you should only ever have 1 instance of the specific Form, or Forms, associated with the Job (or atleast the option to make it so) and it follows every subsequent visit showing the prior checked off items. We often have multiple checklists associated with a single Job, as each form is needed for 1 of multiple phases of that Job, which is completed over months. We are already lacking 'Project' level management for handling large multi-phase Jobs, if the Forms function was linked properly it would make it feel less lacking overall, as these Forms could act more like project management and status tracking. Or, am I missing something? Or could we get tight integration with an App/3rd Party service that could fill that Project Management gap?Solved246Views3likes3CommentsHow To Handle Online Booking Without Clients Choosing Unavailable Times?
We have always struggled with allowing our clients to book their services online, as they pick days/times that don't work for our crews. But then expect us to uphold what they picked. We would love to be able to have our client's self-book as that way most of the work is done for us (job created, information from client is in there, they know it's in the system). What do other irrigation companies do? Do they use the online booking system?36Views0likes6CommentsHow are you using AI in your low-voltage or tech service business?
I run a network infrastructure and physical security company in Washington, DC, with structured cabling, wireless, IP cameras, and access control. I've been using Claude to help with scoping jobs, drafting contracts, writing proposals, and working through business decisions. Curious what others in the trades are doing with AI. Are you using it for estimates, client communication, scheduling, or something else entirely? Drop what's working for you below.38Views0likes2CommentsOne thing that would really help with the schedule!
Hey Jobber! One thing I notice almost every day when looking at my schedule, is that it automatically goes to the top of the calendar. It's obviously not an issue early in the month when that is what I want to see, but when we are in the later days, I have to scroll down to find the date/week we are in. Could you make it default to center the day or week we are in? Is it that hard to scroll down a little????17Views0likes1CommentAre 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.
359Views4likes14CommentsWhat scheduling system works best for mobile service businesses covering multiple areas?
For service businesses covering multiple towns or rural routes, what scheduling system has worked best for cutting drive time between jobs while keeping paperwork, client communication, and follow-ups organized? I’m building processes for a mobile admin/logistics support business and want to stay efficient without losing track of documentation in the field. Do you schedule by area, urgency, or paperwork deadlines?23Views0likes0Comments