Home services
Sample threads for HVAC, plumbing and electrical shops using Jobber, QuickBooks and CompanyCam by text.
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For owner-operators and service techs who run jobs from the truck. Tools: Jobber and QuickBooks Online work today, in beta. CompanyCam, Housecall Pro and ServiceTitan are coming soon.
What works today: booking, closing out jobs, invoicing and checking who owes you. Filing photos and the morning summary are planned and marked below.
Book a job
Section titled “Book a job”You: Book Henderson Tues 2pm, AC not cooling
Tack: Booked “AC not cooling” for the Hendersons, Tue 2:00pm. Assign to Mike?
You: yes
The client is found (or created) in Jobber, and the job is scheduled and assigned.
Finish a job and invoice it
Section titled “Finish a job and invoice it”You: Finished the Patel job. 2 hrs, replaced the capacitor
Tack: Marked complete in Jobber. Invoice for $285 is ready in QuickBooks. Send to Raj Patel?
You: Yes
The job is closed and a draft invoice is created right away. Sending it to the customer waits for your “Yes.”
Who owes you money
Section titled “Who owes you money”You: Who owes me money?
Tack: 4 open invoices, $2,140 total. #1042 (Garcia, $640) is 30 days overdue. Send a reminder?
Photos to the right job (planned)
Section titled “Photos to the right job (planned)”You: (3 photos) Henderson condenser before and after
Tack: Filed 3 photos to the Henderson project in CompanyCam ✅
Morning summary (planned)
Section titled “Morning summary (planned)”You can opt in to a daily summary when you finish your profile. Once it ships, you’ll get one text each morning with today’s jobs, overdue invoices and new requests.