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...
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.
