Follow-up automation for your Jobber shop

One coordinated sequence

Lead follow-ups, estimate follow-ups, invoice reminders, review requests, win-back offers, seasonal campaigns, on-my-way and running-late updates and appointment reminders all run from one place, with wording you approve before anything sends.

Voicemails become callback cards

Point your phone system's voicemail emails at Frontline and each one becomes a callback card on Today: who called, the start of their message, and a Call back button. When your phone system includes a transcript, a voicemail that reports a gas smell, smoke, carbon monoxide, sparking or a fire, in English or Spanish, is flagged EMERGENCY at the top of Today and in the alert your team gets, and every owner gets that email even with their own alerts turned off.

Customers book online, into Jobber

Turn on a request page with your shop's name on it and link it from your website, Google Business Profile or Facebook. A new customer picks the problem, answers a few questions and books a real open time from your Jobber schedule, and the visit lands in Jobber as a new job. Existing customers, urgent problems and addresses outside your service area come in as requests on Today, with an email reply and the same two follow-ups as any new lead. Gas, smoke, carbon monoxide or sparking shows safety steps instead, never a booking, alerts your team and puts it at the top of Today. After a booking or a routine request, the customer can add a photo of the unit's model and serial label. Their phone shrinks it and strips its location first, and only your staff can open it, from the request's card on Today or the customer's page. It stays in Frontline and is not attached to the Jobber job. You set how many visits it books a day.

Membership reminders

Jobber has no membership plans to sync, so Frontline keeps your members: bring the list in from a spreadsheet, with Undo, or add a member on the customer's page, and renewal and tune-up reminders go out by email.

A pay link in every invoice reminder

Add your own payment page, Square, Stripe, QuickBooks or your bank's, and every invoice reminder ends with a link to pay online.

Warranty registration on a countdown

A Jobber job whose title or type says install, replacement, new system, changeout or upgrade gets a registration to-do on Today with the days left, a heads-up to your team two weeks before the deadline, and an email to the homeowner when your office marks it registered. You set the window, 30 to 180 days.

Replacement offers and referral asks, when you want them

Two follow-ups you switch on and approve in Settings. When a customer's system reaches the replacement age you set, 10 years unless you change it, they get an email offer on its install anniversary, unless an estimate or install is open or recent or they opted out of offers. After a visit that drew no complaint, a customer gets a referral ask, 10 days later unless you change it, with your phone number and your request page when it is on. Each goes at most once a year per customer.

Spanish, when you turn it on

Spanish is off for a new shop. Turn it on and approve the Spanish wording, and any customer whose record says they prefer Spanish gets their emails, and the pages they open from them, in Spanish.

Set up yourself, help if you want it

You connect Jobber yourself with a normal Jobber sign-in, check the starter email wording, and switch your shop live from the app when its checklist is done. A free walkthrough is available if you want one. It is never required.

What Frontline reads

Clients, jobs, quotes and invoices, so Frontline can run your estimate, invoice, review, win-back and appointment follow-ups from your own Jobber records.

What Frontline writes

A booking from your request page creates the client, their property and a job with its visit in Jobber, with a Frontline reference in the job's instructions.

Rescheduling

A customer's pick for a new time does not move the Jobber visit by itself. It becomes a request on your Today list, and your office moves the visit in Jobber.

Rescheduling: a customer's request for a new time becomes a request on Today. Your office moves the visit in Jobber.

Members: Jobber has no membership plans to sync, so your members live in Frontline. The import matches each one to a customer Jobber already synced, by phone or email, and never creates a customer.

On my way names "Your technician," not a real name: Jobber's sync does not carry which technician is on the job.

Texting: automated texting is off. When a customer has no email, Frontline writes the text and your office sends it from its own phone in one tap, then marks it sent.