Integration
Jobber
Your Jobber, worked every day: quotes chased, jobs booked, invoices drafted, records clean.
What it does with Jobber
It connects to your Jobber and reads requests, quotes, jobs, visits, invoices and hours. It finds the quotes that went quiet and follows up. It spots the customer who accepted by email, turns the quote into a job, and books it. It sends each crew member their stops the evening before. It drafts the invoice from the quote plus the approved extras the day the job finishes. It merges the duplicate customers, fixes the stale statuses, and logs every change. Your team keeps working in Jobber.
Every morning, show me the quotes that have gone quiet, biggest first, with a follow-up drafted for each.
When a quote is accepted, turn it into a job with the same line items and ask the customer which days suit them.
When a job is marked complete, draft the invoice from the quote lines and the extras, and show me.
Every Friday, hours logged against hours quoted, job by job.
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- Jobber stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Do I have to stop using Jobber?
- No. Jobber stays your system of record for requests, quotes, jobs and invoices. It works inside the account you have.
- Will it send an invoice or a customer message without me?
- An invoice is always shown to you first. A customer message goes out only after you've approved the first of that kind, and it stops the moment the customer replies or asks for a person.