Forum Discussion

Aswath's avatar
Aswath
Contributor 3
4 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

5 Replies

  • 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


    • AswathVeersoft's avatar
      AswathVeersoft
      Contributor 2

      If you're a field service business using GetJobber, you've probably noticed that while it's excellent for scheduling and invoicing, the email notification system is pretty basic. You can send appointment reminders and job follow-ups, but that's about it. No sophisticated workflows, no conditional logic, no multi-step campaigns, and definitely no way to automatically chase down those overdue invoices at 2 AM while you sleep.

      That's why we created NotifyScout – a powerful email notification engine that plugs directly into GetJobber and gives you the kind of automation that enterprise platforms like Zoho CRM, Hubspot and Customer.io provide, but purpose-built for field service businesses.

      Here's what NotifyScout Plan:

      Smart Payment Notifications: Get instant alerts when payments come in, when invoices go overdue, or when a high-value client's balance crosses your comfort threshold. Your bookkeeper gets notified 3 days before an invoice is due, and if the client hasn't even opened the invoice after 3 days, you'll know to follow up.

      Time-Based Workflows: Set up sophisticated email sequences like "Send estimate → Wait 3 days → Send 'Any questions?' follow-up → Wait 4 days → Send limited-time discount → Wait 1 week → Send final reminder." Perfect for converting those abandoned quotes into booked jobs.

      Field-Change Triggers: Automatically send a thank-you email the moment a job status changes to "Completed," or trigger a review request when an invoice gets marked as "Paid." Your team doesn't lift a finger – it all happens automatically.

      Conditional Logic: Send different emails based on customer type, job value, or service history. Commercial clients get one message, residential another. First-time customers get a welcome series, VIP clients get white-glove treatment. High-value jobs (over $5K) automatically notify the owner for review before sending.

      Real Analytics: Track open rates, click rates, and email engagement for every notification. See which emails are working, which aren't, and optimize accordingly. Built-in A/B testing lets you compare subject lines and content to maximize response rates.

      Multi-Step Sequences: Build entire customer journey campaigns – from the initial "Welcome to our service family" email when a new client signs up, through quarterly maintenance reminders, to "We miss you" win-back campaigns for clients who haven't booked in 12 months.

      The best part? NotifyScout receives data from GetJobber via webhooks in real-time, enriches it using GetJobber's GraphQL API, and stores everything in a flexible format that lets you build any notification rule you can imagine. We're not trying to replace GetJobber – we're making it 10X more powerful.

      Visit http://www.notifyscout.com  

      Why visit now instead of waiting?

      Early Adopter Pricing: First 100 GetJobber reaching out to us lock in $59/month forever (regular price will be $199/month after launch)

      Founder Perks: Early access members get free custom template design, priority feature requests

      Send email to mailto:aswath@veersoftsolutions.com
      Visit http://www.notifyscout.com

  • Aswath's avatar
    Aswath
    Contributor 3

    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

    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 !