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
We have several going:
- Welcome onboarding client guide gets auto sent to every new client we add in jobber
- Auto email handoff gets sent when a client approves a quote and this email puts my production manager and the client in the same email together with each others contact info
- Approved quote auto transfers job info into Asana to our production board
- Quote follow up automation tagging the estimator to follow up in Asana
We have others as well but they aren't jobber related.
Bro this sounds exhausting. This is the type of stuff I wish jobber would spend time on. There are some run of the mill triggers they could build that seem pretty straight forward but I don't want to make assumptions when it comes to coding.
My business does not require such a collection of advanced automations but the marketing for jobber is getting close to what I need. I think i spend hundreds of dollars /month just to find, organize and build "sequences" to send marketing emails to the industries I'm aiming to break into.There are already a bunch of "run of the mill triggers" that are happening in Jobber. Most automations that can be implemented after that, would be "specific" to each type of business. AI will be changing things rapidly within the next year for two , so it will be super interesting to which direction some of these software companies pivot too.
Hold on to your seat!
im super curious about the onboarding client guide that gets sent out- how do you automatically send something like that when a client is added to jobber? and what kind of information are you putting in there? This is a good idea :)
I use Zapier so the trigger is (New client added) then Zapier will shoot out the email in Gmail or Airtable or whatever platform you like.
Here is the email with the link to the guide. (I'll be updating this guide soon)
"Hi Melissa,
Just letting you know we've added you into our system and wanted to say thanks for giving Vancity Electric a shot at being your electrical contractor of choice!
This is a welcome email to say hello and introduce you to our informed client guide. It will give you a little more insight into the journey ahead and how we do things.
You can find the guide here: https://www.vancityelectric.ca/informed-client-guide
If you have any questions at all, please reach out to me anytime you like.
Cheers.
Cory Byron (Owner)
Vancity Electric
cory@vancityelectric.ca"Nice. The Welcome email and all the information on that link.
I love the Roadmap. What a BRILLIANT way to make sure the client knows what step they are on. I may be stealing this idea.
Is this onboarding email in addition to the one that Jobber sends?
Jobber doesn't send an email at this stage.
Jobber indeed do this automization but only when a person use your online request.
Hello,
I wanted to ask if Jobber has the ability to automate client notifications based on our team’s clock-in and clock-out activity. Specifically, I’m looking to set up an automation that sends a text message to the customer when our team starts the job (clocks in), and another when the job is completed (clocks out).
This is a feature I had available in my previous CRM, and my clients really appreciated it especially those who weren't home during the service. It gave them peace of mind knowing when we arrived and when it was safe to return.
Currently, I have to send these messages manually, which is becoming difficult to manage as my team grows and handles multiple jobs per day. Automating this process would greatly improve both our efficiency and the customer experience.
Is this something Jobber currently supports, or are there any workarounds or integrations you would recommend to accomplish this?
Thank you in advance for your help.
Best regards,
Angelica
Team 8 Cleaning & ServicesHey Angelica. I don't believe this can be done from within Jobber itself unfortunately. You could leverage the standard two-way text messaging functionality but then it wouldn't be automated like you're hoping for...
Thinking about this, your team most likely clocks into the job when they arrive, right? If so, then perhaps you could rely on the "on my way" functionality that is available in Jobber. If not and they clock in before arrival then you would need to address that another way.
Example Solution
You could leverage an app from the Jobber App Marketplace called Adhesion Connect. (Disclaimer - I'm the founder and developer behind this app.)
Adhesion Connect enables you to receive notifications based on Timesheet Events (New and Updated), along with 22 other events, via webhooks that you can then use as triggers for automations that you can develop/run on platforms such as Zapier, Make.com, etc.
Once you receive the event you can then have an action to send an SMS using whatever service you might want. Unfortunately this can not be the number from Jobber that you may use for your two-way text messaging.
I've worked with a number of Jobber users to help them configure custom notifications similar to this. Below is an example visual of a basic workflow that may work for you. Feel free to reply/comment with any questions. I'm sure it would help everyone.
Is there a way to get info from text messages to automate client info like name, email, city in to jobber without typing it?
I haven't done this but the only way I could think of would be to build a custom GPT in chatGPT that you would copy and past the text message in. Then it would connect to Zapier and add the client in Jobber.
