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Field Service · Configuration

Field Service on Jobber

For the home-service business whose day is quotes, visits and invoices, and whose customers expect the client hub.

The Stack

What Runs Where

9 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 fits better.

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

Phone line

Calls on the job, missed calls texted back

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 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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Eight categories, scored against your three closest competitors. We need nothing from you but your business name — every signal we check is already public.

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