Best Jobber Automations
I just wanted to get a post going for these. They can be super powerful in your business and I feel like they don't get talked about enough sometimes. What are your best Jobber automations you have...
Forum Discussion
I'm looking for an automated system that can send out quotes based on the information provided by potential clients. Ideally, this system would allow clients to:
- Fill out a form online with their details.
- Receive an estimated price immediately based on their inputs.
- Proceed to put their card on file to finalize the signup process—all without needing to speak with me directly.
I’m particularly impressed by the quoting system used by Swoop Scoop (use zip code 99037 to see their process). It captures initial info, provides an estimated price, and then guides the customer to complete their signup.
I don’t think Jobber can fully handle this, but perhaps I could set something up where:
- Clients fill out their info online.
- They receive a texted quote based on their input.
- A required deposit is collected to secure their spot.
Do you have any suggestions or ideas to create something like this?
I use zapier for a couple simple automations.
