Field Service Accelerator - Local Service Business, Marketing, and Technology Strategy

Starting at $0/mo
A community accelerator for HVAC, plumbing, electrical, and other blue collar local service companies focused on marketing, technology, and operations. Get courses, workshops, and peer support to pick platforms, build processes, and scale profitably.

Is Jobber enough to grow — or is it just a great place to start?

If you’re using Jobber, I’d love to hear: are you still happy with it, or starting to feel the limits?

Jobber is a great system for solo operators and small teams — especially for quotes, jobs, and scheduling. But as teams grow or workflows get more complex, I’ve seen a lot of clients hit the ceiling and wonder if they should upgrade.

📌 Here’s what I’d love to hear from you:

  • What made you choose Jobber in the first place?

  • What do you love most about it today?

  • Have you needed workarounds or add-ons to do more with it?

If you’re still evaluating platforms, you can compare others here:
➡️ FSM Software Comparison Page
Or grab the free Fit Guide:
➡️ Download the FSM Fit Guide

What’s one document or tool you created that’s saved you hours of admin time?

This thread is for those tools, templates, and checklists you’ve built (or found) that actually work — from lead intake forms to pricing sheets to service templates.

✅ Drop your favorite resources below
✅ Request something you're missing
✅ I'll be posting new Rehash tools in this thread monthly

➡️ Download the FSM Setup Template Pack
➡️ Need help customizing it? Book a 1:1 consult

What’s your #1 lead source — and how reliable is it today?

Let’s break it down: where do your best leads actually come from?

Are you getting results from Google Business, paid ads, reviews, referrals, or somewhere else entirely? More importantly — how consistent is it?

🔍 Questions to consider:

  • What’s worked best for your type of service?

  • How do you track what’s working?

  • What tools or systems help you keep it running?

I’ll share examples from clients using review automation (NiceJob), call tracking (CallRail), and paid ads. Feel free to ask questions or drop what’s worked for you!

➡️ Marketing services overview
➡️ Call tracking & review automation tools

What’s in your tech stack — and what’s the one thing you wish it did better?

If you're using FSM, CRM, phones, email marketing, or even spreadsheets... you already have a tech stack. The question is: is it working for you or slowing you down?

Share your current tech setup — and the biggest challenge or missing piece.

💬 Example:

  • FSM: Jobber

  • Phone: OpenPhone

  • CRM: None

  • Missing: A way to auto-tag leads or follow up with estimates

The more we share what’s working (and what isn’t), the more we can help each other avoid costly mistakes and find tools that actually fit.

➡️ Recommended software by business size
➡️ Need help mapping your stack? Book a strategy call

Which FSM platform do you use — and would you choose it again today?

If you're running a service business, chances are you've either chosen a field service software... or you're still trying to figure out which one fits your business best.

Let’s start a conversation — which platform are you currently using, and how did you land on it?

✅ What kind of business are you running? (e.g., HVAC, Cleaning, Landscaping)
✅ How many employees?
✅ What did you use before your current system?
✅ What do you love about it — and what drives you nuts?

I’ll kick it off in the comments, but if you’re still evaluating options, here are some helpful resources:

➡️ FSM Software Fit Guide (Free Download)
➡️ Compare FSM platforms by business type
➡️ Book a 15-min consult if you want help choosing