Β· Reviewed by Issabela Masters
Why do Jobber users need a virtual assistant?
Jobber is bought by owners who are still on the tools. That is the whole problem it is asked to solve, and it is also why the office work happens at 9pm, badly. Requests sit for two days and the customer books someone else. Quotes go out without follow-up. Jobs get marked complete on a phone in a driveway and the invoice waits until the weekend. By the time the aged receivables report is opened, three customers have gone quiet. None of this is a Jobber problem: it is a nobody-is-in-the-office problem. An assistant is in the office. They answer requests within the hour, build quotes from your price list, schedule around your crew's real capacity and invoice the day work finishes.
What can a virtual assistant do inside Jobber?
- Requests
- Answers new work requests from your website form and phone within the hour, asks the qualifying questions and books the assessment or the job straight away.
- Quotes
- Builds quotes from your line items and pricing, sends them for approval, follows up on a set schedule and records the reason when one is turned down.
- Scheduling and visits
- Schedules one-off and recurring visits around real crew capacity, keeps drive time sensible and moves work when weather or a long job wrecks the day.
- Client hub and notifications
- Sends on-my-way texts, appointment confirmations and follow-ups so customers stop calling to ask when someone is coming.
- Job forms and completion
- Chases crews for completion notes, photos and checklist items, and fixes the visits marked done with nothing recorded against them.
- Invoicing
- Converts completed jobs into invoices the same day, applies deposits and approved discounts, and sends from your account with your payment terms.
- Payments and receivables
- Works the aged receivables list on your cadence, sends reminders and makes courteous follow-up calls with the payment options you have approved.
- Recurring contracts and client records
- Keeps contract schedules, property details and access notes current, merges duplicate clients and tidies the properties that never had a proper address.
Integrations we handle
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Jobber and QuickBooks Online
Invoices, payments and clients synced for your bookkeeper, with sync errors and duplicate customers cleared before the month closes.
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Jobber and Google Workspace
Calendar and Gmail connected under your own accounts so crew schedules and customer emails stay in one place.
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Jobber and Mailchimp
Seasonal service reminders and win-back campaigns built from Jobber client segments, with unsubscribes respected every send.
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Jobber and Stripe
Card payments and failed transactions monitored, with the customer contacted the same day a payment does not go through.
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Jobber and Zapier
Leads from ads, marketplaces and your website created as requests with the source recorded; zap errors reviewed every morning.