Jobber For Workflows
Automate Your Field Service Management
Jobber for Workflows helps you streamline client management, job scheduling, invoicing, and more. Automate key tasks to improve efficiency and keep your operations running smoothly.
Auto Client Setup
Fast Job Scheduling
Instant Quotes
Track Expenses
Detailed Information
Actions
Client & Property Management
Easily manage clients and their properties—add, retrieve, and organize client information and associated properties for accurate scheduling and service delivery.
Financial & Tax Management
Track your finances with ease—set up tax rates and log business expenses to maintain accurate accounting and ensure compliance.
Job & Request Handling
Streamline your workflow—create service requests, jobs, and visits to manage field operations efficiently from start to finish.
Product & Service Management
Access details of your offered products and services to keep your catalog accurate and ready for quoting or job scheduling.
Event & Quote Handling
Plan and manage events, appointments, and quotes—ensure seamless communication with clients and provide accurate estimates for upcoming jobs.
Detailed Information
Triggers
Client Created
Trigger workflows when a new client is added.
Expense Created
Automate processes when an expense is logged.
Job Created
Trigger notifications and workflows upon new job creation.
Property Created
Automate actions when a new property is added.
Quote Created
Kickstart workflows when a quote is generated.
Request Created
Automate follow-ups when a service request is made.
Detailed Information
Use Cases
Automate Client Onboarding
Automatically create clients, log properties, and send welcome messages when new customers sign up.
Streamline Job Scheduling & Dispatching
Ensure service requests are instantly assigned, jobs are scheduled, and visits are planned seamlessly.
Optimize Financial Tracking
Log expenses in real time, retrieve tax rates, and ensure accurate cost management.
Improve Quote & Request Handling
Generate quotes instantly, track requests, and automate follow-ups for improved customer engagement.
Jobber For Workflows
Why Choose Jobber For Workflows?
Automate Client & Job Management – Reduce manual tasks and improve response times.
Enhance Scheduling & Service Efficiency – Keep track of events, visits, and jobs seamlessly.
Optimize Financial Tracking – Ensure accurate invoicing and expense management.
Apps Installation and Integration
Custom Actions
Create Client
Get Client
Create Tax Rate
Create Property
Create Request
Get Tax Rate
Get ProductOrServ
Get Property
Get Request
Create Event
Get Event
Create Quote
Create Job
Create Expense
Create Visit
Custom Triggers
Client Created
Expense Created
Job Created
Property Created
Quote Created
Request Created
Visit Created
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