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Automated Task Creation?
Is there a way in Jobber to create an automatic “Task” creation que after a job is bid? For example: Sales rep goes and does a bid, customer doesn’t sign on the spot, and a “task” is automatically created on the schedule that is titled follow call. This follow up call would happen 24 hours after client received the bid. Then maybe another task creation at 3 days. And the ability to create a desired que? THIS WOULD BE IDEAL FOR AUTOMATING MY SALES TEAMS FOLLOW UP CALLS AND MAKING SURE THEY GET COMPLETED.Curious ... do most teams back up job files from Jobber?
Hey all, just wondering if this is something others have run into. A few of our clients have been talking about how they handle long-term storage of job photos and documents, especially when staff leave, or when they want to organize files outside of Jobber. Some mentioned wanting to move things to Google Drive or DropBox automatically, but I’m not sure how common that need really is. Just curious, have you or your team thought about this? Is keeping a backup of Jobber media files part of your process, or not really a concern? Appreciate any thoughts! JoshHas 2025 Turned Your Busy Season Upside Down?
This year has been… strange, to say the least. For my business, the months I usually count on as my best have been my worst, and the months I typically brace for as slow have been surprisingly strong. I keep asking myself: What’s driving this flip? Could it be: Tariffs and supply chain disruptions? Inflation and changing consumer spending habits? Weather patterns throwing off seasonal demand? Labor shortages or wage adjustments? Global events impacting local markets? Have you noticed similar trends in your business? What do you think is behind these unpredictable shifts? Let’s share insights—maybe together we can make sense of this rollercoaster year.Building an AI online bid?
I have been messing around with the idea of creating a way for my customers to submit some information on their own through our website and AI provide them their bid for painting. Has anyone done this? Have any ideas on how to do it? And what could be the potential pros and cons of this? I'm thinking that it would need to have a customer login & portal. There would need to be a way to upload additional files. Pictures and videos of project. There would need to be a fee that is charged to use this service to try and gatekeep competitors from using it. The fee would be removed if the job is landed. There might need to be an agreement signed that unforeseen work that wasn't included in the submission could result in a change order. What would you add?Third Party Payment Platform Integration
Hi all, We're based in Australia and don't have access to Jobber Payments/Wallet (yes I'm devastated about it and have been patiently waiting for years 😭). We are just chasing more and more overdue invoices so we are desperate to get an automatic payment platform in use and are going to pull the trigger very soon. The one we're looking at is Pinch Payments (https://getpinch.com.au/). The problem we'll have to deal with now is that it won't sync to Jobber. It will record payments to QBO, but then we need to have these payments recorded to Jobber. We can get our admin staff to do this, no biggie. But I'm wondering if anyone else outside US/Canada has implemented a third party payment solution and what process you're using? I believe there should be a way to automate this using tools like Zapier or N8N, but I just don't have the knowledge or time to investigate this myself. Cheers!How do you politely dismiss delinquent clients?
We run a lawn care service where we provide weekly and biweekly service to clients. We bill upon completion of the job and after 2 unpaid invoices will suspend their service schedule until the client account has been settled in full. About 95% of clients do pay up their accounts but then we go on to chasing down those same people nearly every month. I am the bookkeeper and in 2026 I'm proposing that we dismiss several of these delinquent clients but I would like to be sure I communicate the message in a polite way and am able to combat any arguments or negative reviews that may come from this conversation. Has anyone else dealt with this and what were your steps to notify the client that you will no longer be providing service for them next season? Is it a phone call, email, or both?I want to integrate Jobber with ____________?
Hey everyone! What have you wanted to integrate Jobber with but gotten stuck on? What application in the App Marketplace seems over your head but you would love to make it work? Drop a comment starting with "I want to integrate Jobber with ...." OR "I want to integrate ______ with Jobber" and finish the sentence. I'll answer ever question with a detailed flowchart, templates and videos where necessary. Let's help everyone save time with integrations and automations!
