Cyber Security! What are you doing?
My bank account got hacked this week... eeeek!!! Made me think of cyber security, use of passwords within the office staff and seeing where we are being too lax. I had a tech guy out to help me fix it and fortunately the damage can be undone but I wanted to see if anyone had some helpful tips on how to avoid this? So far my key learnings are: Use something like lastpass or one password Don't have any matching passwords Don't use the password function in edge or your web browser. That keeps everything on your machine but someone can remote in to that and steal your stuff Change passwords somewhat frequently (if you're using last pass it doesn't matter cuz you aren't memorizing it anyway) What am I missing from this list?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.
Airbnb Cleaning Automated Scheduling
Hi Everyone, We own a cleaning business in Australia and use Jobber as our software. We have a lot of clients that have Airbnb properties that we clean for them. We have been researching and trying to come up with the best solution to automate the booking process, as you can imagine cleaning 100 Airbnb properties with multi bookings per week can become a admin logistical nightmare. Does anyone have any experience in this area. How have you automated the process, can you connect Airbnb with Jobber, what is the best practice of booking and scheduling these appointments?Tutorial: How to Set Up Re-Occurring Jobs in Jobber
Hey Guys It took me a while to set up a reoccurring job correctly - so I made a video on how you do it! From the quote to how you set the job up so they get billed automatically. Here is the loom video going over the process. How to Set Up Recurring Jobs in Jobber
How do you finish strong on a long project?
Something I've been noticing lately — and I'd love to know if anyone else deals with this — is how hard it is to finish strong on longer projects. The beginning? Easy. Everyone's fired up, the client is excited, the crew is locked in. But somewhere around the 80% mark, that energy starts to bleed out. People are mentally on to the next job, and those last little details — the ones that actually define the finished product — start slipping through the cracks. We've been doing more projects in the three-week to several-month range, and this has become something I've had to get intentional about. We've started building out procedures in ClickUp to keep the final phase from falling apart — checklists, task ownership, that kind of thing. It's not perfect, we're still figuring it out honestly, but it's better than just hoping everyone stays focused when the finish line is in sight. The harder part for us is that a lot of our crew are our own employees, not subs. Subs come and go. Your own guys are with you every day, and keeping them accountable at the tail end of a long project — when everyone's a little worn out — is a different challenge altogether. So I'm genuinely asking: what are you doing to solve this? Do you have a formal process? Does someone own the punch list? How do you keep your people's heads in the game when the job is almost done but not quite? Would love to hear what's working out there.
Zapier vs Make… what’s been your experience?
I’ve been building out more automations around Jobber lately and ran into something interesting. A lot of setups I see are using Zapier, but once workflows get more complex, the cost starts climbing pretty fast. I switched a few of them over to Make.com just to test it, and it’s handled everything I’ve thrown at it so far. Feels like you get a bit more control over the logic, and it’s easier to actually see what’s going on in the workflow. Pricing hasn’t ramped up nearly as fast either. Curious if anyone else has tried it, or if most people are still sticking with Zapier?
Suggestions for Jobber
Below is some suggestions I have for Jobber to improve use. This is reviewing the two past years of my company and the complications they have using it. Anymore? Keep it going! Create a filter in clients to separate residential and commercial. Display icon in clients for residential and commercial. Prompt you if a duplicate client is being created. Identical names especially for companies shouldn't be allowed. Option to turn off archived search results when using the search bar. Create a collect payment button for invoices instead of having to click edit invoice to collect payment. Under save invoice options add selection save invoice and mark as sent. Create an edit mode for products and services and for visits. You would click the button allowing you to change the text in the columns and toggle taxable or non taxable. when edit mode is turned off it will save any changes. You can also do a select box so you can deactivate or delete multiple at a time. For visits, dates should be an option in the edit mode. Length of visits should be an option in one off or recurring. Shouldn't just default to all day. Quotes have a bulk archive, this should be added to jobs and requests and for the quotes there should be options such as bulk archive, bulk approve. When converting quotes to a job there should be selection boxes to select which line items you want to convert. And once line items are converted and someone tries to do it again maybe a popup saying this has already been converted to job #______ are you sure you want to proceed? In Manage teams, allow you to create a password for your technician. Sometimes techs are in the field having issues and don't have time to verify and change a password. Administrators should have this option.
