Jobber for Workflows: Automate Your Field Service Management

• Streamline:
  • Client Management
  • Job Scheduling
  • Invoicing
  • And more!

Available Actions:

• Client & Property Management:

  • Create Client: Add new customers.
  • Get Client: Retrieve client details.
  • Create Property: Add a property for a client.
  • Get Property: Quickly access property details.

• Quotes, Jobs & Requests:

  • Create Request: Generate service requests.
  • Get Request: Access request details.
  • Create Quote: Easily generate quotes.
  • Create Job: Schedule and organize jobs.

• Scheduling & Events:

  • Create Event: Plan field service events.
  • Get Event: Retrieve event details.
  • Create Visit: Add job-related visits.

• Financial & Tax Management:

  • Create Expense: Log business expenses.
  • Create Tax Rate: Define tax rates for invoicing.
  • Get Tax Rate: Access tax rates for compliance.
  • Get Product/Service: Retrieve available services and products.

Available Triggers:

• Client & Property Events:

  • Client Created: Trigger on new client addition.
  • Property Created: Start actions on new property registration.

• Job & Service Requests:

  • Request Created: Automate on new service request.
  • Quote Created: Trigger on quote generation.
  • Job Created: Automate follow-ups for new jobs.
  • Visit Created: Initiate actions on visit addition.

• Expense Tracking:

  • Expense Created: Streamline management of new entries.

Why Choose Jobber for Workflows?:

• ⚙️ Automate Client & Job Management: Reduce manual tasks.
• 📅 Enhance Scheduling & Service Efficiency: Track events and jobs seamlessly.
• 💰 Optimize Financial Tracking: Ensure accurate invoicing and expense management.

Start Automating with Jobber Today:
Optimize your field services—install now to streamline scheduling, client interactions, and job tracking effortlessly! 🚀