The “new calendar”… what are your best tips and tricks?
Our scheduler is a creature of habit and is stuck on utilizing the older version of the Jobber calendar. As far as route optimization, I do believe the new calendar will save a ton of time as we do over 150 cleaning appointments per week. What is everyone’s best tips in transitioning?10Views0likes0CommentsStarting 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.44Views0likes2CommentsManaging Year-Long Jobs with Multiple Tasks & Recurring Visits
Hi everyone, I’m looking for advice on how others are managing long-term jobs in Jobber that span a full year and include many steps or tasks—some one-off and some recurring. For us, scheduling a yearly maintenance job has been a challenge. Are you setting up one Job with many visits, or are you creating a separate Job for each task in the contract with multiple visits for each? When converting a quote to a job, Jobber allows multiple jobs from a single line item, which sometimes leads to duplicates and scheduling issues. Another challenge is payments by installment—we need the job total to match the installment price rather than the full contract value, and I’m wondering how others are handling this. In other programs, scheduled tasks would turn gray to indicate they had already been converted to a job. If they needed to be scheduled again, we could either add a visit to the existing job or delete it and create a new one. Does Jobber have a workflow that allows for something similar? Would love to hear how you structure your jobs to keep scheduling and payments running smoothly!97Views1like2CommentsAre 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.
136Views3likes4CommentsWhat 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.
84Views2likes3CommentsCan I add a Job Form to a job after I have created it?
I have clicked through everything I could see and can't seem to be able to add a Job Form to a job on the fly. I end up deleting the job then just having to create a new one with it added. Obviously sometimes I forget to add it, but other times I just need a form to fill out some information and send to a client. Has anyone solved this issue or have some info to make this easier?Solved52Views2likes4CommentsToday button
Good Morning everyone Are any of you annoyed that when you hit the Today button on month view - it goes to the beginning of the month not todays date. I regularly have to put information into later parts of the year, when complete I hit Today to return to todays date, unfortunately because I work in month view, it jumps to the beginning of the month. Frustrating because if todays date is 25th of the month I then have to scroll to find it. Therefore it is not today! Apparently if you work in week view, it returns to beginning of week, again this is not Today. Its only in Day view that it will actually take you to today. All I would like is when I click Today, it actually takes you to TODAY!!32Views0likes1CommentAI for Contractors: How Home Service Pros Are Using AI in 2026
We just surveyed over 1,000 home service business owners across the U.S. and gathered real-time stats about how they're using AI in their day-to-day operations. The gap between businesses using AI and those that aren’t is starting to show: 88% of businesses who are fully-booked use AI vs 27% of businesses who are still filling their calendars Here's what 52% of the 1,050 home service business owners surveyed say they use AI for: 54% for quoting 52% for invoicing 51% for writing emails and proposals Younger owners are adopting it fastest --> 64% of business owners under 30 already use AI. Curious how this compares to what you're seeing in your own business. Are you currently using AI for quoting, scheduling, or customer communication? Or is it something you're still exploring?144Views1like10CommentsEditing 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?52Views0likes1CommentHow 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?163Views0likes8Comments