Assistants who work in Jobber

AssistBPO's Jobber virtual assistant is an employed office assistant who works inside your own account. Turning requests into quotes, scheduling visits, confirming appointments, converting completed jobs into invoices and chasing what is owed.

  • Field service management
  • Your account, your data

Your account, your crews, your pricing. We supply the person, a trained backup and a team lead, working your hours.

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Jobber

Field service management by Jobber (Octopusapp Inc.) Β· US, UK, CA, AU

Jobber is a product of Jobber (Octopusapp Inc.). The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held.

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

  • Jobber and QuickBooks Online

    Invoices, payments and clients synced for your bookkeeper, with sync errors and duplicate customers cleared before the month closes.

  • Jobber and Google Workspace

    Calendar and Gmail connected under your own accounts so crew schedules and customer emails stay in one place.

  • Jobber and Mailchimp

    Seasonal service reminders and win-back campaigns built from Jobber client segments, with unsubscribes respected every send.

  • Jobber and Stripe

    Card payments and failed transactions monitored, with the customer contacted the same day a payment does not go through.

  • Jobber and Zapier

    Leads from ads, marketplaces and your website created as requests with the source recorded; zap errors reviewed every morning.

Which Jobber admin tasks can you delegate?

  • Answer new requests within the hour
  • Build and send quotes from your price list
  • Follow up unapproved quotes on your cadence
  • Schedule one-off and recurring visits
  • Confirm tomorrow's visits with customers
  • Re-route the day when a job overruns
  • Chase crews for completion notes and photos
  • Convert completed jobs into invoices
  • Apply deposits, discounts and approved adjustments
  • Work the aged receivables list
  • Keep property access notes and client details current
  • Send the weekly quotes, conversion and receivables summary

Roles that work in Jobber

Services delivered in Jobber

Other field service management tools we work in

Frequently asked questions

What does a Jobber virtual assistant do day to day?

Mornings belong to the schedule and the inbox: tomorrow confirmed, today's route checked, every new request answered and either booked or quoted. Through the day they handle customer calls and texts, move visits when a job overruns, and build quotes from your price list. Late afternoon is completion and money: chasing crew notes and photos, converting finished jobs into invoices, and working the receivables list. The end-of-day report shows requests answered, quotes sent, visits booked, invoices raised and payments received.

Do you have Jobber certified assistants?

Assistants on our home services desk are trained on Jobber before they join a client account: requests, quotes, scheduling and recurring visits, client hub notifications, job forms, invoicing and the receivables reports. That training is ours and it is internal. We do not claim Jobber vendor certification for our staff, and AssistBPO holds no Jobber partner, reseller or affiliate status. The product name identifies the software you use. During the match we will tell you which trades the proposed assistant has supported and how they sound on the phone.

How much does a Jobber virtual assistant cost?

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated office assistant is priced per person for a monthly block of hours in your time zone, not per quote or per invoice, so a strong spring does not change what you pay. Your Jobber subscription and user seats stay on your own account and are billed by the vendor directly. Small crews often start with part-time hours covering requests, quotes and invoicing, then add scheduling as volume grows.

Can the assistant price and send quotes on our behalf?

They build quotes from your saved line items and your pricing, which covers most standard work. Anything outside the price list, a custom job, an awkward access problem, a discount beyond your limit, is prepared and held for your approval before sending. Many owners set a ceiling below which the assistant sends without asking and above which they do not. Every quote sent is logged under their user, so you can see exactly what went out, at what price, and what the customer said back.

How does the assistant handle customer texts and calls?

In your business name, from your numbers, using your wording. That covers on-my-way messages, confirmations, rescheduling, quote follow-up and payment reminders. All outbound calls and texts run with lawful consent and do-not-call scrubbing: existing customers with a service relationship are the bulk of it, calling windows are respected and an opt-out is honored the first time it is given. Complaints and anything about workmanship are escalated to you the same day with the full history attached.

How do we give the assistant access safely?

Add them as a user in your own Jobber account at the access level you choose, usually full office access with billing and account settings reserved for you. They sign in from a managed company device with two-factor authentication and never share a login with anyone. Actions are recorded against their name on quotes, jobs and invoices, so an audit of a week's work is quick. The user can be removed in seconds, and we request removal ourselves when an engagement ends.

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  • A named assistant proposed within 72 hours
  • Employed, screened and managed staff, never freelancers
  • Your hours, your tools, your data
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