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 !

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 infoApproved 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.

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-guideIf you have any questions at all, please reach out to me anytime you like.Cheers.Cory Byron (Owner)Vancity Electriccory@vancityelectric.ca"

Thanks for getting this conversation going WiringByron and sharing yours to start 🔥 Excited to hear everyones top setups they're leveraging.

I have found Zapier to be really helpful as well. Here's a few examples that specifically involve Jobber and Zapier: Zap lead forms from Meta into Jobber as clients. Our Lead tech receives a text message prompt to fill out his post project google form once his job is completed. The text includes the pre-tax job total for his tracking purposes and a direct link to our form.

We use checklists and forms in Company Cam which is far more robust

Best Jobber Automations | JOBBER BLUEPRINT

julie
Jobber Community Team
2 months ago
Ooo, great question. Automations can really make a difference in streamlining operations. This will definitely be helpful for Jobber users who might not be taking full advantage of these features yet!
WiringByron
Contributor 4
2 months ago
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.
- Sigsterrr
  Contributor 2
  6 days ago
  Is there a way to get info from text messages to automate client info like name, email, city in to jobber without typing it?
  - WiringByron
    Contributor 4
    4 days ago
    I haven't done this but the only way I could think of would be to build a custom GPT in chatGPT that you would copy and past the text message in. Then it would connect to Zapier and add the client in Jobber.
- ProServe-DreGo
  Contributor 3
  2 months ago
  Bro this sounds exhausting. This is the type of stuff I wish jobber would spend time on. There are some run of the mill triggers they could build that seem pretty straight forward but I don't want to make assumptions when it comes to coding.
  
  My business does not require such a collection of advanced automations but the marketing for jobber is getting close to what I need. I think i spend hundreds of dollars /month just to find, organize and build "sequences" to send marketing emails to the industries I'm aiming to break into.
  - ryaantuttle
    Jobber Ambassador
    2 months ago
    There are already a bunch of "run of the mill triggers" that are happening in Jobber. Most automations that can be implemented after that, would be "specific" to each type of business. AI will be changing things rapidly within the next year for two , so it will be super interesting to which direction some of these software companies pivot too.
    Hold on to your seat!
- BadgerHauling
  Contributor 4
  2 months ago
  Is this onboarding email in addition to the one that Jobber sends?
  - WiringByron
    Contributor 4
    2 months ago
    Jobber doesn't send an email at this stage.
MrBruchez
Contributor 2
2 months ago
Good morning. How are you using these tools?
- WiringByron
  Contributor 4
  2 months ago
  Hi there, what do you mean?
rebecca
Jobber Community Team
2 months ago
Thanks for getting this conversation going WiringByron and sharing yours to start 🔥 Excited to hear everyones top setups they're leveraging.