Jobber ships with a handful of automations that, turned on and written well, replace a part-time office person. It also gets credit for things it does not do, and owners find out the hard way when a follow-up they assumed was happening never went out.

This article lists the automations that save real time, in rough order of payoff. For each one: what it does, how to set it up so it does not annoy customers, and whether it is actually built in. Where Jobber stops, we cover what Zapier or an AI agent picks up.

One honest note up front. Jobber changes feature names and moves things between plans. Where we are not sure of the current name or the plan it lives on, we describe what the function does. Check your account.

1. Quote follow-ups

What it does: when a quote goes out and the customer has not approved it, Jobber sends automatic reminder messages on a schedule you set.

Why it matters: this is the single highest-value automation in the product. In our experience, most contractors send a quote and never follow up. An automatic nudge at day 2 and day 7 recovers jobs that would have died in an inbox.

How to set it up:

  • Turn on automatic quote follow-ups in the quote settings.
  • Set two or three touches. Day 1 or 2, day 7, day 14 is a good default.
  • Rewrite the message. The stock text is polite and says nothing. Try: “Hi [first name], checking in on the quote for the gutter work. Happy to answer questions or adjust the scope. You can approve it right from the link if you are ready.”
  • Include the approval link so they can say yes on their phone.

Built in: yes. What it cannot do: call the customer, respond to their reply with anything smarter than a notification to you, or change the message based on quote size. Automate quote follow-up covers the layer on top.

2. Appointment reminders

What it does: sends the customer a text and email before the visit, at a lead time you choose.

Why it matters: fewer no-shows and locked gates. It also gives the customer a chance to reschedule before your tech drives across town.

How to set it up:

  • Turn on visit reminders. Set them to go out the day before, and optionally the morning of.
  • Include the arrival window, not a fixed time, unless you actually hit fixed times.
  • Include what the customer needs to do. “Please clear the area around the dryer.” “Please unlock the side gate.”
  • Turn on the option for customers to confirm.

Built in: yes.

3. On-my-way texts

What it does: when the tech starts driving to the job, the customer gets a text saying the tech is on the way, sometimes with the tech’s name.

Why it matters: fewer “where are you” calls to the office. Customers rate the experience higher when they know when to expect you.

How to set it up:

  • Turn on on-my-way notifications and make sure techs know the button exists in the app.
  • Include the tech’s first name and an ETA if the setting allows.
  • Train techs to tap it before they pull out, not when they are in the driveway.

Built in: yes. The failure mode is human. If techs do not tap it, it does not go.

4. Invoice reminders

What it does: sends automatic reminders when an invoice is unpaid, on a schedule.

Why it matters: your days sales outstanding drops without anyone making an awkward call. This matters double for commercial accounts on net 30 where the invoice gets lost in an AP queue.

How to set it up:

  • Turn on automatic payment reminders.
  • Set a reminder a few days before due, on the due date, and at 7, 14, and 30 days past due.
  • Include the pay-now link every time.
  • For commercial accounts, rewrite the past-due message to ask for the PO status rather than sounding like a collections notice.

Built in: yes.

5. Review requests

What it does: after a job is marked complete, the customer gets a message asking for a review with a link to your Google Business Profile.

Why it matters: reviews drive local rankings and close rates. Companies that ask automatically get several times more reviews than companies that ask when they remember. Google Business Profile for field service explains why the count and recency matter.

How to set it up:

  • Jobber has a review feature that connects to Google on some plans. If yours has it, connect the profile and turn it on.
  • If your plan does not include it, use the job follow-up message and paste your direct Google review link into it.
  • Send it within a few hours of completion. Same day is best.
  • Two sentences. “Thanks for having us out today. If you have a minute, a Google review helps us more than you know: [link].”

Built in: yes on plans that include the review feature, otherwise a workaround with the job follow-up message.

6. Request form auto-replies

What it does: when a customer submits a request through your form, they get an immediate confirmation that it was received and when to expect a response.

Why it matters: speed to lead. The customer who submits at 9 p.m. and gets an instant “we got it, we will call you by 9 a.m.” stops calling your competitors.

How to set it up:

  • Turn on the confirmation message for new requests if your plan has it, and write it in your voice with a real response time.
  • Set an internal notification so the office sees new requests immediately, by text if possible.
  • If your plan does not send a customer-facing confirmation, this is the first place a Zapier connection or an AI agent earns its keep. See below.

Built in: partly, depending on plan. The customer confirmation is the piece to check.

7. Job follow-up messages

What it does: a message after the job closes asking how it went, or offering the next service.

Why it matters: catches problems before they turn into bad reviews, and sets up the next sale. “Your dryer vent is clean. We recommend annual service. Want us to book next year now?”

Built in: yes, as a job follow-up message. What it cannot do: pick different follow-ups by service type without setup, or ask for a referral 30 days later on its own.

8. Custom automations

Jobber has added a workflow builder on higher plans that lets you trigger actions on events, like tagging a client when a quote is approved or sending a message when a job hits a certain status. It is limited compared to Zapier but it keeps everything inside one tool.

If you have it, use it for:

  • Tagging clients by service type when a job is created, so you can send targeted campaigns later.
  • Internal alerts when a high-value quote is approved or a visit is left incomplete at end of day.
  • Reminders to the office when a recurring job’s contract renewal date is 60 days out.

Built in: on some plans. Check yours.

What Jobber cannot do, and what picks it up

Here is where the built-in automations stop, and what fills the gap.

Need Jobber alone Zapier AI agent
Text a customer back when they reply to a quote follow-up Notifies you Can forward to Slack or an SMS tool Reads the reply, answers questions, books the visit
Call a lead within 5 minutes of a form submit No Can trigger a call tool Makes the call or texts and qualifies
Ask for a referral 30 days after a job No Yes, with a delay step Yes, and handles the response
Different follow-up by quote size or service No Yes, with filters Yes
Chase a commercial PO before invoicing No No Yes, by email to AP
Pull a completion report and email it to a property manager Manual Partial Yes
Re-engage past customers for seasonal service Basic campaigns on some plans Yes Yes, with personalized messages

Where Zapier fits

Zapier connects Jobber events to other tools. New request in Jobber, send a text from your SMS platform. Quote approved, add a row to a spreadsheet and post in Slack. Job completed, wait 30 days, send a referral email from your email tool.

It is cheap and reliable for simple if-this-then-that. It gets messy when you need branching logic or anything that has to read and understand a message.

Where an AI agent fits

An AI agent is software that can read a message, decide what to do, and act across tools. The things Zapier cannot do, an agent can: reply to a customer who texted back “can you do Thursday instead,” qualify a new lead by asking three questions, chase a PO number by emailing AP and following up until it gets one, or draft the completion report from the job notes and photos.

This is the layer we build most often for clients who have Jobber running well and want the office to stop answering the same questions all day. What an AI agent can do for field service covers the full list.

The three we turn on first

If you only have an hour, do these.

  1. Quote follow-ups with rewritten messages.
  2. Appointment reminders with the arrival window and what the customer needs to do.
  3. Invoice reminders with the pay link.

Then review requests, then on-my-way, then the request confirmation. Then look at what is still eating office time and decide whether it is a Zapier problem or an agent problem.

Where Intrepid fits

Intrepid sets up Jobber’s built-in automations as part of every implementation, and we build the layer on top when the built-in ones run out. That includes Zapier connections and AI agents that handle lead response, quote follow-up conversations, and commercial invoicing chores. See the Jobber page and the agentic page, or book a call if you want to know which of these would pay off first for your company.