How to Automate Jobber

Jobber holds the working day of a home service business

Jobber is field service management software for home service trades: plumbers, landscapers, cleaners, HVAC engineers and the fifty or so other trades that turn up at somebody's house at a booked time.

It holds the things that decide whether a day works. Who is going where. What the quote said. Whether the job is done. Whether the customer paid. For a business of three vans it is not one system among several, it is the business, rendered as a schedule.

The people running it are rarely at a desk. The owner is on a job themselves until four, then does the office work afterwards. That single fact shapes everything about what is worth automating: any task that can only happen at a keyboard is a task happening at eight in the evening.

The office job is keeping everyone else moving

Ask what the admin actually consists of and it is rarely the scheduling. Jobber handles that.

It is checking whether the part ordered last week has shipped, on a merchant portal with a login and no notifications. It is submitting a warranty claim on a manufacturer's site. It is downloading the supplier invoice so the bookkeeper has it. It is checking that the payment taken on Tuesday actually reached the bank. It is copying job totals into the accounts package because the numbers have drifted again.

Every one of those happens outside Jobber, in somebody else's web portal, and every one of them needs a person who has finished for the day.

None of it is skilled. All of it is the difference between finishing at five and finishing at nine.

Jobber

The evening admin Supplier portals checked, warranty claims lodged and paperwork filed, without it waiting until after dinner.

Two systems agreed What Jobber says and what the accounts package says, compared before the difference becomes a month's work.

Nothing sent unread Anything going to a customer is prepared and waits, because a wrong message to a homeowner costs a review.

Quote follow-ups and reminders come built in

Jobber automates the customer relationship thoroughly, and this part is worth setting up fully before adding anything to it.

Online booking can schedule the job, assign an available team member and notify you. Automated Quote Follow-ups chase a customer who has not responded. Visit reminders go out by email or text before an appointment, and On My Way texts tell the customer the van is coming. Invoice reminders prompt billing after a job, and Automated Invoice Follow-ups chase outstanding balances. Job follow-up emails ask for feedback and reviews. Time tracking can start automatically when a crew arrives near a job site.

The pattern is that all of it faces the customer, and all of it is triggered by something that already happened inside Jobber.

Nothing in it reaches outward. Jobber cannot log into a merchant's parts portal, cannot submit a warranty claim, and cannot check whether a payment cleared at the bank. Those live on the other side of a login it has never heard of.

The work that surrounds a job sits outside it

The evening shift is made of other companies' logins: the merchant's site, the warranty portal, the bank. All three can be opened overnight, by something that was not out on jobs all day.

The parts ordered against each open job, checked every morning on the merchant's site, with anything delayed flagged before an engineer drives to a job without the part. Warranty claims submitted the day the job closes rather than in a monthly catch-up, which is usually where the ones that missed the window went.

Supplier invoices collected from each account portal and filed against the right job. Card takings compared against what actually arrived in the bank. Job values reconciled with the accounts package, so the two agree while the gap is still one week rather than one quarter.

Keep the boundary where the customer is. Checking a portal and filing paperwork can run unattended quite safely. Anything that messages a homeowner should be prepared and read by a person, because in this trade a bad message becomes a public review.

Copying between systems is the leftover

The skilled work is the job. The judgement is in the quote. The rest is opening portals and moving numbers, and it is what has colonised the evening.

WebRun is an AI agent that works a real Chrome browser, signed in as you. It opens the merchant portal, the manufacturer's warranty site or the bank, reads what is there, and updates Jobber or the accounts package to match.

It runs on your schedule in your own private environment, and you can watch a run and stop it. Anything customer-facing drafts and waits.

The workflows below are already built, and each one names the sites it opens.