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
What's the best thing you've automated in your business?
Think scheduling, lead follow-ups, and customer reminders. What’s the best automation(s) you’ve set up that's made running your business easier? In this episode of Masters of Home Service, PhilRisher and WiringByron get into: The two automations every business should have How to automate estimates, follow-ups and billing to save 20+ hours/week Why "build the system once, benefit forever" is the real win Want to put these tips into action? Download the 10 automation moves checklist for this episode. Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
How do you simplify your operations to reduce overhead and grow faster?
I was watching a video on youtube last night that was talking about how Chick-Fil-A is the most successful restaurant group in the country. Per capita, Chick-Fil-A makes way more money than McDonalds, Starbucks, etc. And their success boils down to the fact that their menu is super simple. This speeds up the ordering process, the making of the food, and cuts down on overhead. So I'm curious: what are ways that you use the KISS (keep is simple, stupid) method in your business?What tech tool actually made your team more productive?
What’s something that genuinely saved time or made your team better? Did it help with quoting? Payments? Share your take below. In this episode of Masters of Home Service, ryaantuttle and Rob Soper get into: Why many owners are still stuck with manual processes How tech can act like extra admin (without hiring) Simple ways to start using tech without overhauling everything Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
Today button
Good Morning everyone Are any of you annoyed that when you hit the Today button on month view - it goes to the beginning of the month not todays date. I regularly have to put information into later parts of the year, when complete I hit Today to return to todays date, unfortunately because I work in month view, it jumps to the beginning of the month. Frustrating because if todays date is 25th of the month I then have to scroll to find it. Therefore it is not today! Apparently if you work in week view, it returns to beginning of week, again this is not Today. Its only in Day view that it will actually take you to today. All I would like is when I click Today, it actually takes you to TODAY!!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.
