We use Claude.
Originally we were just using AI to answer questions, but over time we mapped out our workflow and connected a ton of APIs between the software we use.
Now when a lead submits a form on our website, AI generates a price range based on rules we’ve set, sends an automated email, creates the lead in our CRM, sends a text message, and kicks off the next steps in the process.
We also use it to think through business problems and process improvements.
Took a lot of YouTube nights and trial and error, but it’s saved us a ton of admin time.
This is exactly my AI estimater SaaS does. When a customer submits the form on your website and reaches Jobber as a Request. Then, It reaches my SaaS in realtime through webhook.
It immediately makes a estimate and keeps it ready, through a knowledgebase and SOP and prices that you can setup and upload
I am really looking for Jobber beta users. It will be great if you can DM me and see if this suits your workflow.
mail: aswath@veersoftsolutions.com
That's a solid setup. I use Claude similarly.. drafting contracts, scoping jobs, and working through business problems. Haven't connected it to APIs yet but that's the direction I'm heading. Good to see it working at that level for a service business.
