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WiringByron's avatar
WiringByron
Contributor 5
4 months ago

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 set up?? 

I really enjoy dashboards myself that give more custom information about my business. I like to use Airtable / Asana / Zapier. 

Cheers ! 

  • I got a message back from the API team and you can do it with the API but it's just over my head... 

    Hey Corey, 
     
    Thanks for reaching out! Cool idea. 
     
    You can technically use either option, but jobberWebUri will likely be easier. It will give you a link formatted exactly the way you need.
     
    Here's just a quick sample query of what this could look like:
     
    query SampleQuery {
    clients(first: 100) {
    totalCount
    nodes {
    id
    firstName
    lastName
    jobberWebUri
    }
    pageInfo {
    endCursor
    hasNextPage
    }
    }

    It will return something like this:
     


     
    The other option is to use id: EncodedId! (a unique identifier) which should work for your needs as well, but it’s a bit more complex. If you query for it, you’ll get something like this: Z2lkOi8vSm9iYmVyL0NsaWVudC80ODYyMjY3Mw==. (As seen in the above screenshot too)
     
    This is Base64-encoded, and when you decode it, you’ll see something like this: gid://Jobber/Client/48622673. While it matches what you’re looking for, it’s not as clean as jobberWebUri.
     
    Another option could be using Zapier for this process, especially for new clients. 
     
    For example:

    • New client created in Jobber → Decode Base64 → Add client to Google Contacts with a note linking to the client URL.

     
    Of course, the best approach depends on your specific use case.
     
    Let me know if you have further questions!
     
    Cheers, 
    Tom @ Jobber

    • HandyMillerMan's avatar
      HandyMillerMan
      Contributor 3

      A bit over my head, too... but I appreciate you for going the extra mile on this one! I saved the intel and am adding it to my 'IT Guy' wishlist. Thanks!

      • WiringByron's avatar
        WiringByron
        Contributor 5

        I bet you could get this done on fiver or upwork for pretty cheap ... 

  • This might be a great question to ask here for the group (and for WiringByron !) A bit of a unique question...

    Is there any way to export a list of client links so I can sync this (or add the URL to) Google contacts?

    Specifically, I'd like the client link (Example: https://secure.getjobber.com/clients/123456789) to be added to the URL section in Google Contacts so when we can navigate directly to their client page from our Phone System (which pulls data directly from Google Contacts after Zapier updates it after we add or update clients in Jobber.)

    Would welcome any insights or potential work-arounds. Thanks!

    • WiringByron's avatar
      WiringByron
      Contributor 5

      What a great idea and a great imagination to even think this up! I love it. 

    • WiringByron's avatar
      WiringByron
      Contributor 5

      I just don't have the time to think about this right this second but I will if I have a minute. But great idea man!

    • WiringByron's avatar
      WiringByron
      Contributor 5

      So I checked, can't get at those links from a report or the API so I don't think you can do what you want to do. Too bad cause that's a great idea. 

      • HandyMillerMan's avatar
        HandyMillerMan
        Contributor 3

        WiringByron  Okay, so I did some digging and I found out that if you do a client export from Jobber the "J-ID" that is provided in the export contains the first part of the unique number in the URL used for the client page in Jobber. SO!... Theoretically, I could potentially (albeit very manually) run an Excel macro or function to separate out that specific number, and then combine it with the text for the rest of the URL and generate that link... AND THEN import it back into Google Contacts... But this would be a very manual process unless you have any other ideas on how to automate this?

        I'll give you a minute on this one. ;)

  • These are excellent!! Thank you for posting this intel, I will incorporate this into my system

  • Some more good ones are connecting to Slack to send quote or job updates, importing into Google Sheets where you can then make custom tables or graphs to track data as needed. Hope this helps :) 

  • Ohhhh Yep I think anything where we can either get info into the notes section or out of the notes section would be amazing. Like, I should be able to forward an email I get to a job notes section. Just like with Asana. My guys, take 2 pics of everything they work on, I would love to be able to automate these pictures to social media but I can't since they are stuck in the notes section. 

     

  • Does anyone have a VA they're currently using, or have used in the past to help setting up automations with zapier and / or make adjustments to a website? I'm looking to hire someone for a handful of small tasks, so it's not really enough for a full on VA, so just wondering if I could sub them from you for a few hours over the winter.