The AI playbook written for Jobber, not for generic SaaS.
A Jobber-specific AI guide with prompts and workflows engineered for the exact moments that run a field-service shop — Jobber ecosystem mapping, the daily dispatch board cadence (request → quote → schedule → visit → job → invoice), 30/60/90 rollout for both 1-truck owner-operators and 5–15-truck dispatchers, and the failure-mode prompts that catch silent QBO-sync drops, unconverted-quote aging, and double-booked visits before close.
- Default pick is a quarterly subscription — see the live checkout for included materials and cadence
- 7 turn-key workflows covering the Jobber ecosystem map, the daily dispatch board cadence, the 30/60/90 rollout for both 1-truck operators and 5–15-truck shops, and the failure-mode prompts that catch silent QBO-sync drops, unconverted-quote aging, double-booked visits, technician-photo-not-attached invoice line items, and the Jobber Payments / Stripe split-fee gap before the books close
- 30+ copy-paste prompts engineered for the exact moment a Jobber operator needs them — at the morning dispatch board, on the on-site visit close, or at the Tuesday reconciliation
- A 30/60/90 adoption plan so your Jobber shop puts AI to work this service week — not "someday"
Purchase terms
Review the Refunds and cancellation policy and Terms of Service before purchase. The playbook is educational workflow material; it does not promise a particular business result.
Inside the playbook
Every workflow, every prompt, in one PDF.
The PDF runs about 80 pages and is built to be opened at the dispatch board in the morning or on a Tuesday during close. Print the dispatch-board section per tech if that’s how your crew works best.
- A 1-page Jobber ecosystem map — what sits around Jobber (QBO / Xero for the bookkeeper handoff, Jobber Payments for the merchant deposit split, Twilio SMS for the customer-facing text cadence, Mailchimp for the follow-ups, Zapier for the connector glue, Google Reviews for the 14-day review ask, Client Hub for the homeowner-facing status page) — so the operator knows which sync touches the customer ledger in QBO, which writes to Undeposited Funds, and which writes to the payout side of Stripe
- A 5-Custom-Fields setup checklist — job source, service type, technician, recurring flag, property type — wired on week one of the rollout so the QBO Classes the bookkeeper reconciles against have a matching Jobber Custom Field on every job
- A morning dispatch board prompt — read the day's assigned visits, confirm each visit has the technician, service window, and Line Items that match the quote the homeowner signed (not a generic Line Item bundle that was the dispatcher default), batch-assign the unassigned visits, fire the morning Twilio SMS to each homeowner with the ETA and the technician name
- An end-of-day invoicing prompt — the on-site visit close fires the moment the tech hits 'Complete' so the homeowner gets the invoice at dinner, not at morning coffee two days later; includes the 14-day Mailchimp review request wired to the visit close so it lands while the work is still fresh
- A weekly unconverted-quote follow-up cadence — the Monday-morning scan that ages the quote from 'Sent' to 'Reminder' at day 14 to 'Follow-up phone' at day 30, so a stale quote can't quietly age past 60 days
- A partial-sync reconciliation checklist for QBO / Xero — read Jobber's sync status for the prior day, identify any invoice where the sync shows 'Complete' on the Jobber side but the corresponding QBO invoice is missing a Line Item, post the missing line manually with the same job number and Customer:Job, flag the partial sync to Jobber support so the next daily sync retires it
- A 30/60/90 rollout plan for a 1-truck owner-operator (Custom Fields → Jobber Payments → automatic invoicing → review request in four steps) and a separate 5–15-truck dispatcher rollout (the same first two steps, then dispatch-board assignment rules, tech-specific Line Item bundles, and a weekly unconverted-quote follow-up cadence before the QBO sync lands on day ninety)
- Double-booked-visits prompt — Mailchimp re-confirms on top of a Jobber booking and the tech gets two SMS reminders for one visit; the prompt walks the operator through the de-duplication rule (which automations can fire, which have to wait for the dispatcher) and the Mailchimp tag reset
- Technician-photo-not-attached invoice prompt — the on-site close skipped the required photo step and the homeowner is left with an invoice that no one can defend; the prompt walks the scheduler through the photo-required Line Item rule and the rollback path when a tech forgets
- A 30/60/90 adoption plan so AI goes from an emailed-in PDF to a daily tool at the dispatch board, the on-site visit, and the Tuesday reconciliation — built around the Jobber-specific moments that run a field-service shop's week
Real Jobber workflows
What you’ll use the prompts for.
Scenario
A 12-visit Tuesday morning — the dispatcher needs the board shipped in 15 minutes
Run the morning dispatch board prompt — read the day's assigned visits, confirm each has the technician + service window + Line Items that match the quote the homeowner signed, batch-assign the unassigned, fire the morning Twilio SMS with the ETA and tech name, and flag the Line Item re-keying trap (a quote sent with bundled labour+materials but the dispatcher created the visit Labour-Only).
Scenario
A partial Line Item sync drops silently in the QBO handoff Monday morning
Run the partial-sync reconciliation prompt — identify the invoice where the Jobber side shows 'Complete' but the QBO side is missing a materials line, post the missing line manually with the same job number and Customer:Job, flag the partial sync to Jobber support so the next daily sync retires it, and post the same reconcile check as a recurring task until upstream is fixed.
Scenario
A month of unconverted quotes quietly ages past 60 days
Run the weekly unconverted-quote follow-up — age the quotes from 'Sent' to 'Reminder' at day 14 to 'Follow-up phone' at day 30, identify the Mailchimp tag-format drift that's why the reminder never fired, reset the tag for the affected quotes, and post the same sweep the next Monday so a stale quote can't quietly age past 90 days.
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