Best Jobber Automations

There is a lot of good information here. Great questions by all, and great answers with in depth information to ponder.

MattCheezy  You're describing Responisibid! It's difficult to set up but has amazing functionality. They integrate with Jobber. The built in interface Responsibid let's you embed in your website is pretty bare bones. We hired a developer for literally a few hundred bucks to "skin" the interface and make it much prettier. I spent about 100 hours getting it dialed in but made my money back several times over. We offer instant pricing, then clients book directly into our Jobber calendar based on their address and our travel/availability listed in Jobber. Do it!

Good morning. How are you using these tools?

Some beneficial ideas, got me thinking now! I love the idea of an onboarding email. Good work

We keep bumping into limitations with the Zapier connections, and have looked into Adhesion Connect, Make, Integrately, and Hookdeck. Everyone falls short somewhere.

With Zapier we have been able to create Zaps that:

• Create a Jobber Client when a HubSpot Contact Lifecycle Stage switches to "Opportunity" (with checks to make sure the Jobber client doesn't already exist
• Create a CompanyCam Project when a new Jobber Request is created (except not all Request details are passed using Jobber's Zapier connection, so we use an Adhesion Connect Webhook for that)

We had Zaps active that would also create/update HubSpot deals when Jobber Quotes/Invoices were created, but that started using too many Tasks in Zapier.

Oh, we also have Microsoft Power Automate Flows active to look for Jobber Report CSV files and update our Power BI reports. Sadly, we have to run each report we want manually, as the Jobber Report Scheduler just wasn't up to **bleep** (some reports we need were missing, the report layout between manually-run and scheduler-run were different, plus a few other issues). I'm looking at possibly hooking up Adhesion Connect and AirTable to replace this process, which would work for future data. Not sure about past data.

So far Integrately and Adhesion Connect are the only two that appear to access Custom Fields.

I was trying to hook up through ReTool as well, but the Jobber API connections are miserable for me to figure out.

We also hired an outside developer to link CompanyCam and Jobber via some Google Functions so that when a Quote Draft is created and the CompanyCam Project ID is in the CompanyCamProjectID Custom Field in Jobber (we have to do this manually because, well, Custom Fields), it reads all the CompanyCam Photo Tags for that project, processes them, and then creates a quote with line items based on those tags. Saves us a HUGE amount of time.

I keep trying to streamline all of this, which is why I have mentioned so many different tools. But again, they all fall short somewhere.

I'm looking for an automated system that can send out quotes based on the information provided by potential clients. Ideally, this system would allow clients to:

1. Fill out a form online with their details.
2. Receive an estimated price immediately based on their inputs.
3. Proceed to put their card on file to finalize the signup process—all without needing to speak with me directly.

I’m particularly impressed by the quoting system used by Swoop Scoop (use zip code 99037 to see their process). It captures initial info, provides an estimated price, and then guides the customer to complete their signup.

I don’t think Jobber can fully handle this, but perhaps I could set something up where:

• Clients fill out their info online.
• They receive a texted quote based on their input.
• A required deposit is collected to secure their spot.

Do you have any suggestions or ideas to create something like this?

Awesome. Would you mind showing what yours looks like? I getting it set up and look good would be huge.

MattCheezysend me an email! wesley at parkerecopestcontrol dot com.

Only thing I came up with wasn't horrible. But I exported my client list, it was 4 downloaded files. Then made a custom GPT that would take that file with the beginning part of the link and combine it with the string of numbers from the export file. Then made a GPT action that would take that link and upload to google contacts. It's not automated but maybe it's something you do every month if you wanted to stay up to date. 

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