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English
$
USD
I will set up jobber CRM and automate workflows
About this Gig
A well-configured Jobber CRM can turn a messy service workflow into a smoother path from lead quote job payment.
I help home service businesses set up and automate Jobber so your team can spend less time on repetitive admin and more time serving customers.
Whether you're starting with Jobber, cleaning up an existing account, or looking to automate your workflow, I'll configure your system around the way your business actually operates.
My Services:
- Jobber CRM account setup & configuration
- Client & lead organization
- Request forms & lead intake
- Quote and estimate workflows
- Job scheduling & calendar setup
- Invoice & payment workflows
- Client Hub setup
- Automated quote follow-ups
- Workflow optimization
- Data organization and cleanup
- QuickBooks integration
- Zapier / Make integrations
- Website & booking integrations
Built for home services businesses
- Cleaning companies
- HVAC contractors
- Plumbing businesses
- Roofing
- Handyman services
- Electrical
Let's turn your Jobber account into a system that works with your business not against it.
Software:
Jobber
Industry:
Construction
•
Engineering
•
Real estate
Other Software Management Services I Offer
FAQ
Can you set up Jobber from scratch?
Yes. I can configure a new Jobber account based on your services, team, workflow, scheduling process and customer journey.
Can you optimize my existing Jobber account?
Yes. I can review your current setup, identify workflow gaps and reorganize the system around your actual business process.
Can you automate quote follow-ups?
Yes, where the client's Jobber plan supports the relevant automation. I can configure quote follow-ups and other available workflows based on your requirements. Jobber currently supports automated quote follow-ups on select plans.
Can you set up Jobber Client Hub?
Yes. I can configure Client Hub so customers can access relevant requests, quotes, appointments and invoices. Jobber describes Client Hub as the customer-facing self-service portal for these activities.
Can you integrate Jobber with QuickBooks?
Yes, where the client's Jobber/QuickBooks setup supports the required integration. I can help configure the connection and organize the workflow.
Can you integrate Jobber with Zapier or Make?
Yes. I can help connect Jobber with supported third-party tools through Zapier or Make when the required triggers/actions are available
Can you set up Jobber for HVAC, cleaning or plumbing?
Yes. I can structure the workflow around the specific needs of home service businesses such as cleaning, HVAC, plumbing, landscaping, roofing, electrical and handyman services.
Can you migrate my data into Jobber?
Yes, depending on the source and data structure. Send me details about your current system before ordering so I can confirm the migration requirements.
Do you provide training?
Yes. Training can be included in the Standard or Premium package so you can understand how to manage your new workflow.
Do I need a Jobber account before ordering?
For a full setup, you should have access to your Jobber account. If you're unsure which Jobber plan or setup is right for your workflow, message me before ordering.
