Best Jobber Automations

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

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!

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?

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.

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

Zapier is pretty limited compared to jobber's api.  You can create a database and feed it from Jobber using Jobber's API. From there, you can do pretty much anything.  Like using custom fields as merge tags in email communications which allows you to send mass emails offering a service that has the custom price for each client individually, in the email.  For example, if you have a fert service for lawns and you price based off of turf sq ft.  you can send an email to thousands of customers at once and they will all see their unique price for that service, in the email. 

I posted this under online booking and requests but to me this is a major need for businesses who don't accept every request that is received. 

"

We have been using Jobber for a little over a year and we have made changes to help streamline receiving requests and getting those turned around into quotes. 

I have one major complaint and that is that there isn't a deny option in the drop down menu of the request form. I know there is an archive button which takes the request away from the clients, client hub and removes the request from our active requests. We are a smaller company and pride ourselves on customer communication. 

At this moment in order for the potential client to know we do not want to take on their work, I have to take their email from the request form, go to my email, take the steps to write and send an email stating that we are unable to accommodate their request at this time. Then go back to jobber type an internal note that I sent an email and why I denied the request then click archive. 

I will preface with I can't write code, but it would be a simple addition to the current coding that would allow a Deny Request button to show up under ...More Actions.

Once clicked you could select whether you would like to send the denial via text message or email. Then one of your prepopulated emails or texts would come up to send. That way a client isn't just looking for a quote and one never comes.

Once the request is denied, it could go into your archived request folder and it would show you denied it instead of just archiving it"

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

Really interested to learn more about how/why you would need Jobber, Airtable, and Asana hooked in by Zapier.

I’ve been exploring my Zapier options and find myself stuck.

We use a ton via Zapier.
1) When a job closes, filter the action by job title, then send an appropriate follow up email asking them to schedule another visit. Massive time saver.
2) When a property is added that's not in our default sales tax area, send an email to the admin team asking them to manually adjust the sales tax setting. This saves time on sync errors when an invoice is generated.
3) This isn't technically an automation, but using job templates with the "Create similar job" function keeps our job titles tidy and allows for much better reporting

This is a fun topic!