How do you deliver a great customer experience?
What’s something you do that always wows customers? Speedy communication? Easy scheduling? Share your tactics below. In this episode of Masters of Home Service, KellyGuerrero shares: Why "luxury" service is really about removing friction Simple, low-cost habits that create wow moments How to make luxury customer service consistent across every job Want to put these tips into action? Download our free customer experience playbook (includes checklists and scripts). Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
Switching from Spreadsheets to Fleet Management Software: What Changed for You?
If you have moved from spreadsheets or whiteboards to a fleet management tool, what changed the most for you day to day? Did it save time, reduce mistakes, or improve visibility across your vehicles? Is the switch actually worth it? I personally used to keep my schedule in Excel until one day I missed an appointment. This is where Jobber came in for me, but what is your story?
How do service businesses track service contracts and manage multi-day or multi-visit jobs?
Hello! How are you entering and keeping track of service contracts? We sell, install and service generators and want to make sure we are properly tracking these and ensuring renewals don't slip through the cracks. Some are once a year visit, some need 2 visits, some need 4. How do you guys do this? What about jobs that require multiple visits? Our installs take time from the moment we get the project approved, to then getting the permit approved, and the individual days of work, inspections, etc. Looking for tips on this. Thanks!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.Finding out when a client profile was created?
So I took a call from a customer on a Friday afternoon after a busy day, he wanted service for the next week so I put in his name and address in a job booking, but forgot to take down his number! It is in my call log on my phone, but I had so many calls that day and I don't remember which number was his. I was wondering if there was a way to see what day/time a client/job was entered in Jobber so I can cross reference my call log?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?Has sending photos after a job ever saved you from a complaint?
In this episode of the Masters of Home Service (around the 24-minute mark), Adam and guests Erica Krupin and Marco Radocaj share how photos of a closed gate or job completed have saved them more than once. Do you take photos of completed work for records or to share with your clients? Has it saved you from a customer complaint? Tune into the full episode below to see how project transparency matters now more than ever. Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
🚨FEATURE REQUEST: Tiered Pricing on Products & Services 🚨
Hey Jobber Team and Fellow Pros, Let’s talk about a feature that could seriously boost close rates and make Jobber even more competitive for all of us who quote services, manage inventory, and work in price-sensitive markets. What we need: Tiered Pricing on Products and Services — customizable pricing where the unit cost automatically adjusts based on quantity ordered. Why this matters: We already price materials like mulch, sod, and stone this way in real life. It would speed up quoting, improve estimate accuracy, and help us win more jobs. It mirrors how customers expect to see pricing — more they buy, less they pay per unit. How it would work: Let users define pricing tiers for any product/service: 1–10 units = $10/unit 11–50 units = $8/unit 51+ units = $6/unit These price breaks should auto-calculate during estimate creation and carry through to invoicing. Why Jobber Should Care: Makes Jobber more competitive vs. other platforms offering advanced pricing features. Helps your users convert more jobs = more usage and more loyalty to Jobber. Reflects real-world pricing logic we already use outside the app. If you'd use this — drop a comment or like to help get this in front of Jobber’s dev team. Let’s get this done together!
What kind of Notifications you setup
I want to start the discussion on what notifications you setup in Jobber? What notifications you would like to have in Jobber when compared with other CRMs' ? Would you like to setup notifications based on fields in the Job, Client etc example: - When a visit is completed and the job value is > x, then email the owner and the manager. - When a payment is created and amount > x, then email the accounts receivable and owner. - When a 'Request' is created with emergency keywords like urgent, 'no heat', flooding, then email to manager, dispatcher. - When a high value job is deleted, notify the owner. DM me if you are looking for some such notifications that can ease you daily and repetitive routines Aswath aswath.satrasala@gmail.com
