The two follow-ups Jobber already has.

Transcript

Jobber automation. Here's every follow-up Jobber can run on its own, the one it can't, and the backlog it will never touch.

This is for owners and office managers already paying for Jobber. Everything here is in your account today. Every customer you'll see is made up.

Start with the leak. A quote goes out Tuesday. A deck rebuild, nine thousand two hundred dollars, example numbers. The homeowner opens it, and then nothing. Ten days later it's still sitting in Sent, and nobody has called.

That quote isn't lost. Nobody owns the next step. Jobber has two tools for exactly this, and most offices use neither.

Here's the same quote with Jobber's own tools switched on. Follow-up one: quote follow-up automations. In Settings, under Automations, open a quote follow-up card. Name it for what it does, pick how many days after the quote was sent it fires, and write the message.

Three details decide whether it works. The customer has to have outstanding quote follow-ups turned on in their communication settings, or nothing sends. It goes out through the same channel as the original quote, email or text, at the original local send time. And if you turn on both follow-up cards, read them side by side so the same quote doesn't get two messages in one week.

Write the message like a person. Not "just checking in." Ask one real question about the project: is the deck still on for this fall, and does the Thursday start date still work? Name who gets the reply.

Follow-up two: the staff quote reminder. In Work Settings, under Quotes, turn on the reminder and choose the number of days. This one doesn't message the customer. It puts a task on the quote creator's schedule on jobber dot com, not in the mobile app.

That's the right tool when the next step is a phone call: a bigger scope, a question only your estimator can answer. Just make sure the person who created the quote is the person who should make the call. If an admin created it, the reminder lands on the admin.

Now the part Jobber won't do. New automations do not apply to old quotes. Jobber's own help says rules are not retroactive. Turn on a fourteen-day rule on Monday, and a quote sent forty days ago never gets touched.

So the backlog is a separate job. Pull every unsold quote in scope, read the last conversation, check whether a job or visit already exists, and assign one action to one person. Don't change the sent dates to force a trigger. That wrecks your reporting.

After the yes, one more place work slips. Open the approved quote and use Convert to Job. Set the timing, the team and the invoicing, then open the job and check the property and the scheduled window. Conversion doesn't carry later quote edits into the job, so a changed scope has to be checked in both.

Two gaps hide here: approved quotes with no job, and jobs with no first visit. We put both on one exception report, each line with its quote or job reference, the source link and the next owner. A line stays until someone verifies the step, closes the opportunity, or marks a deliberate hold. And a failed read shows as needs refresh, not as a missing visit.

That's the whole system: a customer follow-up with a real question, a staff reminder for the calls that need a person, a one-time backlog review, and a report that shows what slipped after the yes. All inside the Jobber you already pay for.

You can set up the first two yourself this afternoon. The backlog review and the exception report are where offices stall, and that's what we build.

GoodHandoff sets these up inside your Jobber, writes the messages with you, works the backlog once, builds the report, and runs it. Every month you get a report of what got done: quotes followed up, jobs handed off, invoices collected.

Here's the price, up front. A workflow build runs from fifteen hundred to five thousand dollars, depending on how much it covers. Then fifteen hundred a month for the Care plan, month to month. Jobber's own follow-ups are part of your Jobber plan. Anything beyond Jobber, like phone numbers or AI minutes, is billed by those providers directly to you.

If you've got quotes sitting in Sent right now, book a free twenty-minute call at goodhandoff dot com. Bring five open quotes. We'll tell you which of these four pieces would have moved each one.

Example with made-up customers. Narration is an AI voice.