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Construction · Configuration

Construction on Jobber

For the smaller contractor who needs quoting, scheduling and invoicing done properly without a production system.

The Stack

What Runs Where

9 layers, with Jobber holding the record. Everything else is either switched on inside it or connected to it.

Construction is one of two industries where this rests on delivered work rather than inference.

System of record
Jobber
Clients, quotes, scheduling, invoicing and the client hub.
Intake
Jobber request form and phone
A request becomes a client and a quote with the source attached.
Quotes
Jobber quoting
Templated, sent from the phone, followed up automatically.
Scheduling
Jobber
Jobs on the calendar with routes and reminders to the customer.
Invoicing
Jobber
Invoiced on completion, paid online, synced to accounting.
Phone
OpenPhone or CallRail
A company line that rings every owner, with the source on every call.
Photos
CompanyCam
Job photos filed against the job, not the camera roll.
Reviews
Review automation on job close
Fires when the job closes, routed to one platform.
Accounting
QuickBooks
Costs and invoices posted once.

What We Switch On

Inside Jobber

  • Quote templates with the line items the business actually sells
  • Automated quote follow-up and appointment reminders
  • Online booking for the services that suit it
  • The client hub so customers see quotes, visits and invoices themselves
  • The review request when a job is invoiced
  • QuickBooks sync so the books are not retyped

What it does not do. Jobber does not do job costing in depth or marketing beyond reminders; for a crew that needs either, a general CRM or FieldPulse fits better.

The Path

One Job, Start to Finish

The call

A call or a form becomes a lead with a source and an owner, whoever was free.

The estimate

Priced from history, sent from the phone, signed electronically.

The follow-up

The estimate that goes quiet is chased on a schedule, not from memory.

The job

Scheduled, costed as it runs, change orders signed on site.

The review

The request fires when the job closes; the photos become the gallery.

Connections

What We Wire In

Phone line

Calls with the source attached, missed calls texted back

QuickBooks

Job costs and invoices posted once

CompanyCam

Photos on the estimate, the invoice and the review request

What It Costs

The Starter Build

Your platform holds the customer and just needs configuring properly, so this is the Starter Build.

Every line is priced on its own: the website, the Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, Starter$3,000

Two weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$8,750

$7,750 on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with Jobber or any platform named here.

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