Forum Discussion
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...
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.
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.
haha I stole it from a realtor so it's all good. I really like the idea of the additional touch point with the client while we are in the estimating process and it also lets them know we've done this before, we have a system and we will be following a certain path. Sort of we are in control of this process so you can sit back and relax.
I love it. Going to have to explore this option.
Just created my welcome email with Zapier! Thanks for the info. Looking into more things to automate now.
Love it !
