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WiringByron's avatar
WiringByron
Contributor 4
3 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 ! 

  • 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 4

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

    • WiringByron's avatar
      WiringByron
      Contributor 4

      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 4

      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. ;)