Editing a job from the schedule section?
Maybe I am missing a button somewhere but... Is there a way to edit a job (add a product or service, change unit prices) from the schedule menu? A client calls before I am at the job and wants to add a certain service to the job booking, so I click on the job from the schedule menu and all I can change is the quantity, service date/time or Job Title. Even when I click Edit or View Details I still can't change any of that information. Does anyone have a work around rather than having to click out of the schedule and go into the Jobs section?How do home service businesses fill their calendar before busy season?
When work slows down, most service businesses feel it fast: stress, cash flow pressure, and last-minute scrambling. Sound familiar? What’s the one thing you rely on most before busy season to keep your calendar full? New leads Repeat customers Referrals Deposits or upfront payments Booking weeks in advance Something else? (do tell!) Bonus: What used to stress you out about slow periods that doesn’t anymore?
Map and Routing
Brief: Is there a way to see all client properties (active and inactive) overlaid with active work properties? Context: It would be nice to have the ability to see all properties (including inactive jobs or just customers in the area) in the vicinity of an active job when scheduling. This could create opportunities for inspections, follow-ups, upsells, and general efficiency for our business. Does anyone have a workaround for this? Ideally, it would be similar to the toggle for "unscheduled jobs" so there is still the ability to have a clean view of what work is pressing. Preferably color coded and available on the mobile app. Any advice would be appreciated! Alternatively, is there a way to see all clients (active and inactive) by a geographic scope (county, municipality, by tag, etc.)? *I am aware that this view exists in part under route optimization under settings but without the ability to see active jobs.
How can lawn care businesses manage seasonal recurring work and annual rescheduling?
I do lawn care. it is seasonal. i come back every year, unless requested not to. i am requesting a way to group customers in that way. meaning, that the service goes from EX: march 15-oct 31. at oct 31, the job ends but on march 15th it repopulates. (if you seen my other post property based pricing, any price increases, they should carry over to that job). for me i have basically 2 types of seasons. i do weekly until oct 15th basically, and then go every other week till thanksgiving. I came from yard book and basically built the job added one to the weekly group and then made one more to the biweekly for the fall. I never had to recreate the job it was automatic. nice for seasonal services. also for scheduling, please let us just pick a date and not have a recurring job go for x weeks months days or whatever. its a pain.
Scheduling For Lawn Care -UK
Hi - I signed up for Jobber a while ago when I was working for another company. I've now gone independent and I'm trying to streamline the diary/schedule. The majority of customer's are on a programme so I've set recurring visits up for approx. 10 week intervals. The last software I used focused on routes, you added a customer to a particular route and any alteration, if the day needed to be rescheduled for instance, was done to the route and subsequently all customers would move to the new date. I'm finding with jobber that you have to edit each individual customer which is time consuming. Also is there a quick way to change a customers job from one off to recurring? ~Any feed back would be appreciatedHow do you deliver a great customer experience?
What’s something you do that always wows customers? Speedy communication? Easy scheduling? Share your tactics below. In this episode of Masters of Home Service, KellyGuerrero shares: Why "luxury" service is really about removing friction Simple, low-cost habits that create wow moments How to make luxury customer service consistent across every job Want to put these tips into action? Download our free customer experience playbook (includes checklists and scripts). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
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.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?
