What’s the #1 task you’re still doing that your software should be handling?
For us, we’re attempting to automate our LEAD funnel further and I’m unsure if there’s a way to zap our online estimate into online booking for clients (currently we go back and forth to set a date). I didn’t list this in the jobber specific forum because our online estimate form is built through Go High Level. Thoughts?
Can AI create accurate inventories from photos or walkthroughs for estimates?
Anyone here using AI to build inventories from photos or on‑site for moving quotes? We’re a moving company looking to automate as much of the quote process as possible. Right now, we’re still doing a lot of manual inventory collection and data entry, and it’s slowing us down and leaving room for mistakes. I’m specifically interested in: AI tools that can take phone photos or short videos (or an on‑site walkthrough) and automatically create an itemized inventory we can use for estimates. Anything that can recognize furniture/boxes from images and turn that into quantities, cube/weight, or at least a structured checklist. Workflows where the customer does a virtual survey themselves and we just review and price it. Bonus points if it can be integrated within jobber If you’re doing this today, which software are you using, how accurate is it, and what does your workflow look like from first contact to approved quote? Any “don’t waste your time on this tool” stories are welcome too.Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have set up?? I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. Cheers !Looking for Landscape Design Software & Training!
We launched our landscaping division last year with great success. We are looking to implement a landscape design software and wondering what others are using. We mostly do yard makeovers, garden design and some light hardscaping. We would like a software that is user friendly but not too basic. The 3 that have come up when we are searching is Dynascape, Pro Landscape+ and Procreate. We are curious what other landscapers are using and why? Also, any advice on training for the recommended software. Thanks!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.How do you manage different level Service Contracts in Jobber?
We are currently offering one service contract; however, we are looking to create three tiers. We would have a Silver, Gold, and Platinum package. Each package/membership would offer something different. How could we effectively manage this in Jobber to keep track of which clients are on which level package? How many visits they have/have used? Payments? Etc.Third Party Payment Platform Integration
Hi all, We're based in Australia and don't have access to Jobber Payments/Wallet (yes I'm devastated about it and have been patiently waiting for years 😭). We are just chasing more and more overdue invoices so we are desperate to get an automatic payment platform in use and are going to pull the trigger very soon. The one we're looking at is Pinch Payments (https://getpinch.com.au/). The problem we'll have to deal with now is that it won't sync to Jobber. It will record payments to QBO, but then we need to have these payments recorded to Jobber. We can get our admin staff to do this, no biggie. But I'm wondering if anyone else outside US/Canada has implemented a third party payment solution and what process you're using? I believe there should be a way to automate this using tools like Zapier or N8N, but I just don't have the knowledge or time to investigate this myself. Cheers!Automated Task Creation?
Is there a way in Jobber to create an automatic “Task” creation que after a job is bid? For example: Sales rep goes and does a bid, customer doesn’t sign on the spot, and a “task” is automatically created on the schedule that is titled follow call. This follow up call would happen 24 hours after client received the bid. Then maybe another task creation at 3 days. And the ability to create a desired que? THIS WOULD BE IDEAL FOR AUTOMATING MY SALES TEAMS FOLLOW UP CALLS AND MAKING SURE THEY GET COMPLETED.Building an AI online bid?
I have been messing around with the idea of creating a way for my customers to submit some information on their own through our website and AI provide them their bid for painting. Has anyone done this? Have any ideas on how to do it? And what could be the potential pros and cons of this? I'm thinking that it would need to have a customer login & portal. There would need to be a way to upload additional files. Pictures and videos of project. There would need to be a fee that is charged to use this service to try and gatekeep competitors from using it. The fee would be removed if the job is landed. There might need to be an agreement signed that unforeseen work that wasn't included in the submission could result in a change order. What would you add?
