How do I set up a 5-minute speed-to-lead response system for Google Local Services Ads for a US home services business?
A 5-minute speed-to-lead system for Google Local Services Ads requires two things: an automated immediate response to the lead and a human callback within five minutes. The automated response is an SMS sent to the lead's phone number within 60 seconds of the lead arriving in the LSA dashboard, acknowledging the enquiry and confirming a callback is coming. This is built using the LSA lead notification webhook (available through the Google Ads API) or a third-party integration tool like Zapier or LeadConnector, which detects the new lead and triggers an automated SMS through Twilio or a CRM like GoHighLevel or ServiceTitan. Simultaneously, an alert is sent to the on-call staff member's phone. The staff member calls the lead within the five-minute window. The automated text serves two purposes: it confirms to the customer that their enquiry was received (reducing the chance they call a competitor while waiting), and it establishes contact before the five-minute window closes. If no staff member is available within five minutes, a second automated message is sent with an estimated callback time and a booking link.
How do I set up annual service agreements in ServiceTitan or Jobber for a US HVAC or plumbing business?
Annual service agreements in ServiceTitan are configured in the Service Agreements module, where you define the agreement name, included services, pricing (annual lump sum or monthly instalment), duration, renewal terms, and the notification sequence for expiring agreements. Each agreement is attached to a customer record and generates recurring service jobs automatically at the configured intervals. In Jobber, service agreements are configured as recurring jobs -- you create a recurring job for the customer at the agreed frequency, set the invoice amount, and activate the automatic notification to the customer before each scheduled visit. The key configuration step is the job close workflow: defining the specific moment (after a qualifying service call is completed) when the service agreement offer is presented by the technician or office staff, and the script used to present it. Without a clear offer moment and script, service agreements are underoffered even when the system is fully configured. ServiceTitan's Pricebook can include service agreement upsell prompts that appear on the technician's tablet during the job close process.
How do I track technician upsell performance per job in ServiceTitan or Jobber?
Technician upsell tracking in ServiceTitan is built using the Pricebook and the job notes or custom fields configuration. Each technician logs recommended items in the job -- adding them to the estimate in the platform whether accepted or declined -- and the declined items are tracked as a separate status. Reports in ServiceTitan can then show, by technician, the total number of items recommended, the number accepted, the acceptance rate, and the revenue generated from upsells per job. In Jobber, the equivalent is configured using line items on the job invoice or a custom field for recommended work -- declined items are logged as a note or a custom status on the job record, and a follow-up task is created for the office team to contact the customer at the configured interval. The most important step is defining the upsell logging process as a required part of job close for all technicians -- not optional -- and including upsell acceptance rate in the monthly technician performance review. Without the process requirement, technicians who log items and those who do not produce non-comparable data.
How do I integrate GreenSky or Service Finance financing into the quoting process for a US home services business?
GreenSky and Service Finance both integrate with ServiceTitan through the ServiceTitan Financing feature in the Settings menu, where you connect your GreenSky or Service Finance dealer account to your ServiceTitan account. Once connected, when a technician creates an estimate above a configurable dollar threshold, the estimate view on the technician's tablet automatically displays a monthly payment amount alongside the total price. The customer can apply for financing directly from the technician's device using a link that opens the financing application. Approval decisions are typically returned within one to two minutes. In Jobber, GreenSky financing is available through the Jobber Payments financing feature in select states -- the financing option appears on the customer-facing quote. For businesses not on a platform that has a native financing integration, a practical alternative is to include a GreenSky or Service Finance customer application link in the quote PDF, with the monthly payment amount calculated and displayed manually. The conversion improvement comes from presenting the financing option during the quoting conversation -- not in a follow-up email sent days later.
What is the best job management software for a US home services business under $5M revenue -- Jobber or Housecall Pro?
Jobber and Housecall Pro are the two most commonly compared job management platforms for US home services businesses under $5M revenue, and the right choice depends on your service type and team structure. Jobber is the stronger option for businesses that need robust quoting, recurring jobs, client self-serve booking, and Xero or QuickBooks integration -- it is widely used by cleaning, landscaping, pest control, and general maintenance businesses and has a strong mobile experience for field teams. Housecall Pro is a strong option for HVAC, plumbing, and electrical businesses specifically -- it has native HVAC flat-rate pricing, a built-in consumer financing feature (through Wisetack), a technician GPS tracking view, and a customer-facing booking portal that is particularly effective for HVAC and plumbing businesses running seasonal promotions. Both platforms offer QuickBooks Online integration. The most important factor is not the platform choice but the configuration: a Jobber account configured with recurring jobs, automated quote follow-up, review requests, and QuickBooks sync outperforms a Housecall Pro account used only for scheduling and invoicing at any revenue level.
