Forum Discussion

Aswath's avatar
Aswath
Contributor 3
2 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

1 Reply

  • AswathVeersoft's avatar
    AswathVeersoft
    Contributor 2
    5 days 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