Insights for Service Businesses
Practical tips, industry insights, and growth strategies to help you build the service business you have always wanted.
Latest Articles
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.
New Feature
Change Orders Without the Chaos: Keep Changed Scope Documented and Connected
Document changed job scope, calculate the added work, collect eligible approval, and keep the job total and activity history aligned.
All Posts
All Posts
44 articles
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.
New Feature
Good, Better, Best: Estimate Packages That Help Customers Choose
Build clear good-better-best estimate options with distinct scope, pricing, deposits, agreements, and customer selection 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.
New Feature
Job Segments: Run Multi-Stage Work Without Losing the Thread
Organize multi-stage home-service jobs with ordered segments, scoped records, blocked-work context, and one connected job history.
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.
Feature Update
How Jobs and Estimates Connect Into a Full Revenue Workflow
See how Local Business Pro connects service scope, estimates, customer approval, jobs, change orders, invoices, payments, and activity history for home-service teams.
New Feature
Meet Local Business Pro Academy: A Shared Learning Path for the Team
Meet Local Business Pro Academy and its first course, Main Revenue Engine—eight lessons that help home-service teams learn the flow from booking to payment.
Feature Update
Add a Customer Card From the Membership Workflow
Add a Stripe card from a contact's Memberships workflow, then select an eligible saved payment method when enrolling a recurring service plan.
New Feature
Bring Your Business With You: A Guided Import & Export Workspace
Review mappings, validate supported records, track row outcomes, and export business data through one controlled Local Business Pro workspace.
Feature Update
Put the Right Service on the Right Calendar
Connect Pricebook Services to active calendars so scheduling eligibility starts aligned while availability, crews, routes, and booking remain separate decisions.
New Feature
Meet Pricebook Services: One Service Catalog From Estimate to Invoice
Build a reusable home-service catalog for estimates, jobs, invoices, memberships, templates, calendars, and job-costing workflows in Local Business Pro.
Get Tips Delivered to Your Inbox
Get practical field-service ideas on growth, operations, and technology without the conference-room fog.
No spam. Unsubscribe anytime.