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 use Airtable for a bunch of stuff. You can push your data over to it through Zapier and then make a key metric dashboard for your self to analyze your data. Something like this
https://airtable.com/appERYRH5vL4nq8E1/shr1GY9zeF4eN1XfC
or this
https://airtable.com/appHogNIowQL33KBE/shrXBMQaHD4ZsjtS0
Airtable can also send automated emails so when a client approves an estimate in Jobber it put's myself the client and production manager in an email together for handoff to production.
Airtable is pretty fun and addicting once you figure it out.
We use Asana for our production board with all the steps for a job from start to finish so we don't forget things. We have different steps like "needs scheduled" "order materials" "pull permit" "final invoice" And when a quote is approved in Jobber it automatically shoots the job info over to Asana and starts a task with due date for my project manager.
Very nice and thanks for sharing! Definitely give me some ideas.
