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?How Are You Building Your Systems & Processes?
I’ve been diving into ways to build better systems and processes lately, and I’m curious to learn from the community. Whether it's managing workflows, tracking progress, or using flowcharts, there are so many tools and methods out there to explore. What are you using to stay organized, efficient, and productive? Are you a fan of tools like Lucidchart, Trello, or Asana? What’s the biggest challenge you’ve faced in building systems that actually work for you or your team? Personally, I’ve been experimenting with Chatgpt and Lucidchart, but I’m always looking for fresh ideas to improve. Let’s share what’s working (or not!) and inspire each other to level up our workflows. Looking forward to hearing about your tools, processes, and insights!
Are Business 2 business corporate models welcome here?
The business I'm trying to get into isn't exactly marketed to homeowners. while indeed my job would take me right up and to the easement in your yard, my clients are the ISPs and their prime subcontractors not the public. Which is to say, Joe citizen would not be interested in hiring me under the scope of my services offered through my inc. With that in mind, am I in the wrong place? I try to find my industry under the categories given and telecoms ain't up there. Closest I see is IT SERVICES⚡️Keyboard Shortcuts for Jobber
Hey folks — I made a little browser extension that adds keyboard shortcuts to Jobber. Nothing fancy, just a smoother way to zip around your day without wearing out your mouse hand. You can grab it here 👉 github.com/bendelaney/jobber-keyboard-shortcuts It’s open-source, lightweight, and built by someone who spends way too much time in Jobber. 🤓 Give it a whirl and tell me what shortcuts you’d love to see next! 👨💻⚙️
What is your favorite time-saving app?
Hands down, my favorite productivity tool for Windows is Beeftext (sorry, Mac users!). As an executive administrative assistant and customer service representative, this app saves me countless hours of typing every week. What is Beeftext? Beeftext is a free, open-source text substitution tool for Windows that transforms short keywords into longer text snippets. Whether you’re tired of retyping email signatures, markdown templates, or your favorite kaomojis, Beeftext lets you create “combos” that automatically expand your shortcuts in any app that supports copy and paste. It’s lightweight, respects your privacy, and is completely ad-free—ideal for anyone who types a lot and wants to work smarter, not harder. You can learn more and download it here: https://beeftext.org/ The developer confirms it’s 100% safe and clean: https://github.com/xmichelo/Beeftext/wiki/Beeftext-is-safe Getting started is simple: https://github.com/xmichelo/Beeftext/wiki/Getting-started Pro tip: I use the equals sign (=) as my trigger key since I rarely need it otherwise. For example, typing =hi automatically expands to: Hi, it’s Rob from Wright Restorations Canada. Thank you for reaching out. How can I assist you today? Beeftext is very user-friendly, works in most apps and only takes a few minutes to master. Highly recommended for anyone looking to save time and reduce repetitive typing!
Best way to handle inbound calls to company line?
Curious yalls thoughts. Looking to not just grow, looking to scale and improve / continue to implement systems. Currently have myself, 1 outside sales rep, and field labor crew (fence install company) current process: customer calls into company # (my cell phone). I try to answer as if it were an office line to answer asap. From that, I confirm I can Text them, I then send a request form via jobber that has basic info / few questions to answer. If / when they fill it out, I add to the schedule for a confirmed day / time to quote on site. etc…… I feel this part is a lot of back and forth, and until I have an in house admin office worker that can answer these calls the first ring - I won’t be able to truly grow / stay efficient. (If I’m tied up, I don’t like calling them back 2 hours later, etc) but also - I love having them fill out the form bc the way I have questions on it, it turns it from a warm lead, to a warmer lead. Any way to streamline this, get more efficient, improve this current process? ANY thoughts or advice - real thankful.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.
What ai/automated workflows do you use for your home service business?
I want to better implement AI into my landscaping business out in Arizona. What workflows do you use to better help everything run smoothly or save time? Here's what I have going so far: Field crew uses ChatGPT or Claude to troubleshoot issues I use it for rough calculations of the material and time it will take for the job writing specific contracts for customers Handling mistakes on projects when it comes to client communication Training manuals and internal SOP creation Captions and storyboards for social media posts Ad copy for marketing Financial analyzation for profit and growth Finding gaps in my business for course correction
