Jobber
Jobber for a small contracting crew
Read the current job context, prepare estimate follow-ups and keep customer decisions tied to the right quote.
Check open estimates
CrewBuddy can sort a dated export into accepted, waiting and needs-an-answer groups. Check the latest customer replies before using the list. Start with Check open estimates.
Prepare a follow-up
Draft a short question from the real quote. Jobber has its own plan-dependent quote automations, so check those before adding a manual message. Start with Prepare a follow-up.
Find the original job
Use the job number, service notes and supplied photos to prepare a callback intake for the assigned person. The note does not decide warranty coverage. Start with Find the original job.
What you provide
For file-based work, provide a fresh export or screenshots with dates and quote numbers. For browser work, enable Logins and authorize the Jobber site during private setup. Your own login and any sign-in challenge may be needed there; never send a password in a text.
Limits to know
This is not a claim of a native Jobber API connection. Browser actions depend on the account, permissions and site behavior checked at setup. Jobber sends its own automations. A CrewBuddy draft does not disable them, accept a quote or collect a deposit.
Sources: Jobber automations
Setup in 3 steps
Read the current job context, prepare estimate follow-ups and keep customer decisions tied to the right quote.
- Choose exports or authorized Logins access.
- Check one sample quote and any running Jobber reminders.
- Draft one follow-up and verify the live record before sending.