Phone Line
Calls on the job, missed calls texted back
Field Service · Jobber
Jobber Setup for Field Service Businesses
For the home-service business whose day is quotes, visits and invoices, and whose customers expect the client hub.
At a Glance
- Platform
- Jobber
- Build
- Starter, $3,000
- Built In
- About Four Weeks
- First Engagement
- $7,750
The Stack
What Runs Where
Nine layers, with Jobber holding the record. Everything else is either switched on inside it or connected to it.
Reasoned from the pattern; no field-service engagement has been delivered yet.
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
One number for the office and the trucks, with missed-call text-back.
Reviews
Review Automation on Invoice Paid
Fires when the invoice is paid.
Visibility
Google Business Profile
Service areas and hours kept right; reviews answered from the record.
Accounting
QuickBooks
Invoices and payments 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 is the right fit.
The Path
One Job, Start to Finish
The Call
A call becomes a job with a source and a technician.
The Visit
Dispatched by skill and drive time; the customer told who is coming.
The Estimate
Options priced on site, signed on the phone, followed up if left open.
The Invoice
Paid at the door or online, posted to accounting once.
The Agreement
Recurring work tracked with a renewal date, so it is renewed rather than forgotten.
Connections
What We Wire In
QuickBooks
Invoices posted once
Google Business Profile
Reviews answered from the record
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 CRM Build and each connection.
The CRM Build, Starter$3,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$7,750
$6,750 with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with Jobber or any platform named here.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.