Forum Discussion

Aswath's avatar
Aswath
Contributor 3
3 months ago

What kind of Notifications you setup

I want to start the discussion on what notifications you setup in Jobber? 
What notifications you would like to have in Jobber when compared with other CRMs' ?
Would you like to setup notifications based on fields in the Job, Client etc

example: 
- When a visit is completed and the job value is > x, then email the owner and the manager.
- When a payment is created and amount > x, then email the accounts receivable and owner.
- When a 'Request' is created with emergency keywords like urgent, 'no heat', flooding, then email to manager, dispatcher.
- When a high value job is deleted, notify the owner.   

DM me if you are looking for some such notifications that can ease you daily and repetitive routines

Aswath
aswath.satrasala@gmail.com

ai
client communications
software
visit reminders

4 Replies

  • AswathVeersoft's avatar
    AswathVeersoft
    Contributor 2
    2 months ago

    I posted about notifications a while back and want to restart this conversation. I'm actually building NotifyScout - an advanced notifications add-on that could revolutionize how we handle alerts in Jobber

    I'm building this specifically for businesses like yours. 

    Quick Questions for You:

    • What's the ONE notification you wish Jobber had right now?
    • How do you currently handle urgent/emergency requests?
    • What dollar amount triggers "high-value" alerts for your business?
    • Which communication channel does your team prefer for alerts?
    • Have you ever missed an important business event because of poor notifications?

    What Jobber entities would you be interested in:

    • Clients
    • Jobs
    • Invoice
    • Quotes
    • etc.


    Even answering ONE question above would be incredibly helpful


  • Aswath's avatar
    Aswath
    Contributor 3
    2 months ago

    NotifyScout for GetJobber: Advanced Email Notifications with Embedded Actions. 

    We further thought about adding actions in the email.  A notification email is not enough and the customer has to switch applications for the further actions.  Hence we are embedding actions with in the email

    This is new concept. 

    I really appreciate if any GetJobber users can give feedback on this.

  • Aswath's avatar
    Aswath
    Contributor 3
    21 days ago

    The Problem We're Solving (hopefully, I am correct with your help)

    Current GetJobber Limitations:

    • Limited workflow automation rules compared to enterprise CRM systems
    • Basic notification system without embedded actions
    • Customers need to switch between apps to respond to notifications
    • No intelligent follow-up sequences based on customer actions
    • Manual processes for routine communications

    What NotifyScout Brings:

    • Sophisticated workflow rules with multiple conditions and triggers
    • Interactive email notifications with embedded action buttons
    • Automated follow-up sequences based on customer responses
    • Multi-channel delivery (email, SMS, WhatsApp, Slack, Teams)
    • Seamless integration through GetJobber webhooks

    Appreciate your feedback !