Forum Discussion
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...
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.
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.
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!
