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 correctionHow Do You Track Service Agreement Members and Apply Member Pricing Automatically?
I'm really trying to structure a service agreement and to keep it contained within Jobber for simplicity. Things that I need Once I sell the membership we need to find a way to automatically mark/tag/flag the customer as an active member When that member calls in have a way for me CSR to be able to see that the client as a member When a new quote is created have a line item automatically populate so that the service technician in the field (IOS app) will be able to identify the customer as a member. Secondary pricing for members would be a great bonus. Reporting on membersJob statuses
We do appliance repair during the day we go out to the diagnosis and in the evenings write the estimates in office, if it wasn’t able to be fixed would there. Our old software had a system where we could attach customized labels to every job, such as need estimate written, need to invoice, two main job, needs parts ordered or follow up And in the office, you could go through and filter the jobs by these labels then you know none got missed. The tech could add the labels from the app and office staff could from the desktop. Has anybody found a way on Jobber to do something similar or an integration that would work?How Fast Do You Pick Up a Phone Call or Call Someone Back After a Missed Call?
Curious how everyone here handles this, because a new Jobber survey of recent homebuyers turned up a stat that stuck with me: 15% had to follow up repeatedly just to get a response from a contractor 9% never heard back at all Losing potential business due to something that is not a pricing problem or a skill problem should be a wake up call. In a world where 75% of new homeowners hire a pro within their first two years of buying, being the one who calls back first might be the easiest job you win all week! So, what's your business standard? Do you answer within a certain time frame or let it go to voicemail and call back same day? Are there systems set up so nothing slips through the cracks? 👉 Recent Homebuyer Report: It's got homeowner quotes on what made them trust (or ditch) a contractor, plus a breakdown of how each generation actually finds a pro.
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.Missed call / Auto text back AI agent
I see a lot of people have these set up with High Level. Is this a game changer do I need this? I do have a human admin that takes all our calls during the day, but sometimes she's already on that line or she's busy, and we miss the odd call. Just thinking I should probably set this up. Looking for some feedback. Thanks a lot.
What takes up more of your time than it should?
Hey everyone — I’m Matt. I’m new to the community and wanted to introduce myself. I work in business operations and automation, and I’ve been spending more time learning about the home-service industry and how different companies actually run their day-to-day operations. One thing I’ve found interesting is how differently businesses handle things like incoming leads, scheduling, customer follow-up, office work, and all the systems behind the scenes. For those of you running a home-service business, what’s one part of your day-to-day operation that takes more time or causes more headaches than you think it should? Looking forward to learning from everyone and contributing where I can.Grok Bot & Jobber.......
All right, I did something last night. I had Grokbot sign into my Jobber account and then also sign into my email. I started asking it, "Who owes me money?" It came up with my top four largest invoices that were overdue, roughly about $100,000. So then I said, "All right, let's contact these people." It went in my email. It searched emails to these clients previously so it could see how I typically talk with them. It made a beautiful email outlining all the invoices: how much was due, when they were due, the invoice numbers, and everything, and then sent those emails off to those clients so that I can nudge them and get paid. So, bam, that's my new accounts receivable bot. Now I made a quote follow-up bot as well. This bot went through my recent quotes, and it actually found a couple that the client hadn't opened yet. It also reached out to those people on my behalf through email. Jobber already does a great job at follow-ups, so this new bot is just going to check in with me once a week if it finds any quotes that have been sent and haven't been opened by the client yet. Of course, my mind was blown, and today's job is figuring out what else can Grok Bot do for me in my Jobber account.What after-hours answering setup actually reduces next-day admin?
For those using an after-hours answering service, virtual receptionist, or AI phone agent: what has worked well beyond taking a message? Say a customer calls at 8 p.m. with a service request. By the next morning, can your setup create or update the right customer record in Jobber, capture the job details, and assign a clear next step? Or does your office still have to listen to the call, re-enter everything, and chase down missing information? I'd love to hear which service or setup you're using and where you draw the line on what it can handle. Do you let it book within set rules, route urgent calls, or create follow-up tasks? What still needs someone on your team to review? Most of all, how do you tell whether it's paying off: less admin time, more booked jobs, fewer missed follow-ups, or something else? A specific example of what worked (or didn't) would be really helpful, especially if you're using Jobber.
