Automation for Jobber

Jobber, fed from everywhere work comes in.

Jobber's own automations already cover quote and invoice follow-ups and review requests. We connect what it can't see: enquiries that arrive somewhere else, repeat work hiding in your client history, and one view of which sources turn into approved quotes.

Let’s talk

Start from what’s there

What Jobber covers, and what it leaves.

  • What Jobber already does

    Online requests, quotes, scheduling, invoicing and payments, with QuickBooks Online and Xero connections. On its Connect plan and above it sends quote and invoice follow-ups by email or text and can ask for a review once a job is closed or an invoice is paid. It also lets you build your own automation rules.

  • Where work still slips

    Jobber's request form catches the people who use it. It doesn't catch the enquiry emailed to your own address, the lead a directory forwards, or the message someone sends through a website that isn't linked to Jobber. Its follow-ups stop after the messages you've set. And a client list built up over years sits there without anything asking who needs you again.

What we automate

How it works, step by step.

  • 01

    Every enquiry becomes a Jobber request

    Starts when: an enquiry arrives anywhere other than Jobber's own form: your inbox, a separate website, a directory notification.

    1. The message is read and the contact details, address and job description pulled out.
    2. A client and a request are created in Jobber, tagged with where the enquiry came from.
    3. The enquirer gets an acknowledgement email in your name.
    4. Duplicates, or anything unclear, are held for a person to confirm.
  • 02

    Quotes after the reminders run out

    Starts when: a quote has been sent and still isn't approved after Jobber's own follow-ups.

    1. Quote events arrive through Jobber's webhooks, so nobody has to check by hand.
    2. Once a quote passes your cut-off, it goes on a short list of open quotes worth a phone call, largest first.
    3. Optionally, one final email goes out in your wording.
    4. An approval in Jobber ends the sequence straight away.
  • 03

    Seasonal and repeat work

    Starts when: a client's last job of a given type is old enough that the next one is due.

    1. Past jobs and clients are read from Jobber and grouped by service and date.
    2. A reminder email goes out ahead of the season or the due date.
    3. A reply creates a new request in Jobber for you to quote.
    4. Opt-outs are honoured across every message.

What it connects to

Jobber, wired into the rest.

  • Your inbox and non-Jobber forms

    Enquiries that would otherwise sit in email are filed as Jobber requests.

  • Directory lead notifications

    Leads forwarded by email from the directories you pay for are read and filed the same way.

  • QuickBooks Online or Xero

    Jobber connects to both natively. We don't touch that link.

  • A source-to-quote report

    Every request tagged by source and followed through to approved or lost, in a sheet or dashboard.

The connection

Through Jobber's GraphQL API and webhooks.

Jobber publishes a GraphQL API through its Developer Center, with webhooks for events such as a quote being approved, an invoice updating or a client being created. It also has a Zapier app with triggers including New Request, Quote Sent, Quote Approved and Job Closed.

Access is granted from your Jobber account and can be withdrawn there. We confirm the events we need against your account before building anything that relies on them.

Who it suits

A good fit if…

  • You run a trade or home-services business on Jobber and enquiries reach you through more than one channel.

  • You offer seasonal or repeat services and have a client list worth working.

  • You want to see which lead sources end in approved quotes, not just which ones send enquiries.

If Jobber's request form already catches every enquiry and its follow-ups and review requests are switched on, there may be little left to automate. We'd rather tell you that on the call.

FAQ

Jobber automation, answered straight.

Jobber automation

  • Jobber already follows up on quotes. What's left to automate?

    Jobber's follow-ups cover the quotes inside it, for the messages you've set. We handle the enquiries that never make it into Jobber, the quotes still open after its reminders end, and the repeat work sitting in your client history.

  • Do I need a particular Jobber plan?

    Jobber's own quote and invoice follow-ups are on its Connect plan and above. We check what your plan allows during the first call, before scoping anything.

  • Can it text customers?

    Jobber can text through its own features. Texts from our side need an SMS provider set up for your business, which we scope separately rather than assume.

Keep reading

Ready to stop the leak?

Tell us where enquiries are slipping through, and we’ll show you what to build first.

Let’s talk

Reviewed September 2026.