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 use a ton via Zapier.
1) When a job closes, filter the action by job title, then send an appropriate follow up email asking them to schedule another visit. Massive time saver.
2) When a property is added that's not in our default sales tax area, send an email to the admin team asking them to manually adjust the sales tax setting. This saves time on sync errors when an invoice is generated.
3) This isn't technically an automation, but using job templates with the "Create similar job" function keeps our job titles tidy and allows for much better reporting
This is a fun topic!
Wesley I knowwwwwwwww you have more than that haha. Thanks for chiming in.
How do you guys minimize Zap costs with jobber changes and customize jobber actions in Zap. I noticed there aren't many. Any recommendations?
We started out with multiple Zap accounts to try and keep costs down. Their pricing tiers were really wonky and it was much cheaper to have two accounts with low level subscriptions than one at the highest level for like $2K. We have since consolidated to one Zap account at the highest paid level. Considering we save tens of thousands in office labor through the zaps we think it's worth the cost.
As for the triggers, I am BEGGING for a "visit completed" trigger. Apparently it exists in the web hook code and you can custom code it but it's not an off the shelf option. For businesses with a ton of recurring jobs it's silly that we can't trigger things off completed visits.Hey Wesley, it looks like "visit completed" is a webhook in the adhesion connect add on. Would that work for you?
Hey wesleyparker? I feel like I'm always recreating the wheel on this one.
*how are you saving out / storing the job templates?
LuminaryLawnswe created a client account named "Template" and keep our job templates in there. Just keep that tab open all day and whenever we book a job, we pull the correct template and choose "Create similar job." That job is then assigned to a real client account. This has made reporting FAR better since our jobs have consistent titles that we can analyze in Excel with very little effort.
