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Automations · Jobber

Jobber automations, built and run for you

Jobber automations connect Jobber to your other tools, so new leads land in Jobber as clients and finished jobs post to QuickBooks without re-typing.

Lazer Lab builds these for field-service businesses on a flat monthly plan. We host them, monitor them, and when something breaks we fix it without an invoice. Your first automation is live in 1-3 weeks.

You keep your Jobber account, your logins, and your data; we store no copy. Cancel anytime, no exit fees.

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Zero

re-typing between apps for one client

Sauna Depot, the one engagement we publish

What we wire Jobber to and from

Jobber runs the job well. Money leaks at the edges: the lead that arrived by email while you were on site, and the invoice typed into QuickBooks a second time. We build the connections that close those gaps.

At Sauna Depot, the client we publish numbers for, automations handle ~80% of everyday requests, quotes go out same day, and nobody re-types between apps.

  • Lead intake to Jobber: a website form, an email inquiry, or a Calendly booking becomes a client and request in Jobber the moment it lands.
  • Quote follow-ups: a quote goes quiet and the automation sends the nudge on day 2, again on day 5, then flags you if nothing moves.
  • Jobber to QuickBooks: closed jobs and payments land in QuickBooks with zero double entry.
  • Job-complete triggers: mark the job done in Jobber and the automation files the photos in Google Drive and sends the review ask by text or email.
  • Owner alerts: a text or Slack message when a customer approves a big quote or a lead has waited too long.

Lead to booked job, step by step

This is a Core plan build, one trigger to one finished outcome, with nobody typing in the middle. The whole flow counts as one automation and goes live in 1-3 weeks.

01Trigger: a homeowner submits your website form at 2pm. You're on a roof.
02The automation creates the client and request in your Jobber account and replies with your booking link.
03You get a text: name, address, what they want.
04No booking after 2 days? It sends a follow-up. Still quiet at day 5, it sends one more, then flags you to call.
05Outcome: an assessment on your Jobber schedule while the lead is still warm, and a record of every touch if they ghost.

Your account, your data, still in Jobber

We connect to the Jobber account you already own. Clients, quotes, jobs, and invoices keep living in Jobber, where your team works today. We store no copy of your data; it passes through the automation and lands in your tools.

We own and run the automation itself, and the monthly fee covers hosting, monitoring, and every fix. Your logins stay under your control. Cancel anytime and the automation winds down with no exit fees; your clients, quotes, and history stay in Jobber, where they've been all along.

What it costs

One automation is the Core plan: $1,500 setup plus $599 per month, live in 1-3 weeks. The lead-to-booked-job flow above is a Core build. So is a QuickBooks sync or a review-ask flow on its own.

Running several at once, say lead intake plus quote follow-ups plus the QuickBooks sync, is the Growth plan: $2,500 setup plus $1,299 per month. That covers up to 4 live automations, with one focused improvement built every quarter.

Prices are CAD. Your rate locks for the first 12 months, and a 12-month term waives the setup fee. Every plan includes hosting, monitoring, and free fixes. We confirm final pricing in writing before we build anything. Book the 20-minute call.

Questions about this

Do we have to change how we use Jobber?

No. We connect to the account you already run and write into it. Your team keeps quoting and scheduling in Jobber the same way. The automation takes over the typing between Jobber and your other tools.

What happens when Jobber or QuickBooks updates something and the automation breaks?

We monitor every run. If something we built breaks, we fix it, and there is no invoice and no change order. That is what the monthly fee is for.

Can you answer our phones too?

Answering calls with AI is Telvo, our sister company (telvo.ai). We build what happens around the call: the lead logged in Jobber, the quote follow-up, the QuickBooks entry. If you want both, raise it on the call and we'll point you the right way.

How fast can a Jobber automation go live?

Core builds deliver in 1-3 weeks. Most automations across plans go live in 1-4 weeks. The written scope you get after the call shows a date, not a range.

Bring the job that eats the most hours.

A 20-minute call. Nothing to prepare. If automation isn't the right move, you'll hear it on the call.

Related: QuickBooks automation for service businesses · Lead follow-up automation · Plans and pricing