Insights for Service Businesses
Practical tips, industry insights, and growth strategies to help you build the service business you have always wanted.
Feature Update
Feature Update
16 articles
Feature Update
Scheduling Controls for Field Service Teams
See appointment history in the business timezone, confirm schedule changes deliberately, preserve the intended contact, and get clearer calendar recovery behavior.
Feature Update
August 2026 Local Business Pro Updates
A high-signal look at Local Business Pro’s August 2026 migration, automation, invoicing, payment, scheduling, contact, and estimate-workflow improvements.
Feature Update
Feature Update: Clearer Card, Cash, ACH, and Stripe Surcharge Choices
Present configured card and cash/ACH pricing consistently, and use a separate eligible Stripe surcharge flow with an authoritative quote and customer acknowledgment.
Feature Update
Contact Import Recovery and Faster Customer Context
Bring supported CSV and XLSX contact files through stricter parsing and recoverable queue handling, then open the resolved contact directly from conversation details.
Feature Update
Estimate Workflow Safeguards for Contractors
Get a clearer guard before leaving unsaved estimate work, with stronger limits around inappropriate customer-facing edits once an estimate has been viewed.
Feature Update
Invoice Defaults That Make Payment Expectations Clear
Set business-level defaults for eligible new invoices—payment methods, terms, reminders, titles, and partial-payment settings—without rewriting invoice history.
Feature Update
AI Automations for Building Jobs, Estimates, Packages, and Change Orders
See how Local Business Pro AI automations can help prepare jobs, estimates, estimate packages, and draft change orders while operators keep control.
Feature Update
Turn an Appointment Into a Job or Estimate Without Breaking the Link
Create or attach a job or estimate from an appointment, keep customer and team context connected, and reopen the saved link later.
Feature Update
The Daily Brief and the Reports That Explain Your Revenue Workflow
See a daily operating snapshot, then explore customer, accounts-receivable, job-costing, estimate, and technician reports in Local Business Pro.
Feature Update
From Selected Estimate to Signed Agreement to Payment—One Clean Handoff
Keep selected estimate scope connected through signature, service agreement, deposit or payment, and eligible recurring payment setup in Local Business Pro.
Feature Update
Google Address Suggestions and Better Time Controls for Appointment Entry
Use Google-powered U.S. address suggestions and clearer same-day start and end controls while keeping location confirmation, routing, and availability with the operator.
Feature Update
Jobber Imports That Keep the Relationships That Make the Data Useful
Move supported Jobber contacts, properties, jobs, recurring work, invoices, and payment history with source-aware review and honest exceptions.
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