How to Set Up Jobber So You Can Actually Watch the World Cup This Summer

It is June 2026. The US Men’s National Team is playing their opening World Cup match. You are sitting on the couch. The game is on. For the first time in three weeks, nobody needs anything from you.

Then your phone rings. It is a customer whose AC just died. Then a text comes in from your lead tech asking where the next job is. Then you remember you forgot to send the invoice for yesterday’s water heater install.

Suddenly, you are not watching the World Cup. You are running dispatch from your couch.

This is the reality for most small HVAC, plumbing, and electrical shop owners during the summer rush. You pay for software like Jobber, but you use it like a digital notepad. You are still doing the heavy lifting.

I audit software setups for service businesses. The difference between the owner who watches the game and the owner who misses it comes down to three specific automations. Here is exactly how to set up Jobber right now, before the summer rush hits, so the software does the work for you.

The Problem with Most Jobber Setups

If you search YouTube for “how to set up Jobber,” you will find 30-minute videos showing you how to upload your logo and add tax rates [1]. That is basic data entry. It does not buy you your time back.

The real power of Jobber is in its Automations [2]. But most contractors never turn them on because they are buried in the settings menu, or they are afraid the automated messages will sound like a robot.

Let’s fix that. We are going to set up three specific workflows that handle the most time-consuming parts of your day: quoting, dispatching, and getting paid.

1. The “Auto-Draft” Quote Workflow

When a customer calls with a broken AC in June, they want a price fast. If you wait until you get back to the office to build the quote, you lose the job.

Jobber has a feature that automatically drafts a quote the moment a new request comes in [2]. You just need to review it, add the price, and hit send.

How to Set It Up:

1. Open Jobber and click the Gear Icon (Settings) in the top right.
2. Select Automations from the menu.
3. Scroll down to the Quote Automations section.
4. Find Automatically draft quotes from new requests and toggle it ON [2].

The Consultant’s Tweak: Do not stop there. Go to your Services & Pricing settings and build pre-set line items for your most common summer calls (e.g., “Emergency AC Diagnostic - $150”). When the auto-draft quote is created, you just tap that line item from your phone and send it. No typing required.

2. The “Set It and Forget It” Follow-Up

You sent the quote. The customer said they need to “talk to their spouse.” Now you have to remember to call them back tomorrow.

If you have 15 outstanding quotes during the summer rush, you will forget. Jobber will not.

How to Set It Up:

1. Go back to Settings > Automations.
2. Under Quote Automations, click on Quote follow-up [2].
3. Set the trigger: 2 days after the quote is sent.
4. Customize the message.

The Consultant’s Tweak: Make the message sound like you actually typed it. Change the default text to this: “Hey [Client First Name], just checking in on the estimate I sent over for the [Job Title]. Summer schedule is filling up fast, so let me know if you want to get on the calendar for this week. - [Your Name]”

You sent 15 quotes last month. How many did you manually follow up on? Jobber will follow up on all 15. According to Jobber’s own published data, contractors who use automated follow-ups close significantly more quotes than those who rely on manual callbacks [2].

3. The “Zero-Touch” Invoice Chaser

The job is done. The tech left. The customer has not paid.

Chasing money is the worst part of running a service business. It is also the easiest thing to automate.

How to Set It Up:

1. In Settings > Automations, scroll to Invoice Automations.
2. Click on Invoice follow-up [2].
3. Set the first follow-up for 3 days after the due date.
4. Set a second follow-up for 7 days after the due date.

The One Setting That Actually Gets You Paid Faster: Turn on Jobber Payments [3]. If you send an automated text that says “Your invoice is past due,” but the customer has to mail you a check, you are still waiting. If that text includes a link where they can pay with Apple Pay in two taps, the money hits your account while you are watching the second half of the match.

The Consultant’s Verdict

You are paying for Jobber every month. If you are still manually following up on quotes and invoices, you are doing the software’s job.

The summer rush is coming. The World Cup is coming. You cannot control when a customer’s AC breaks, but you can control how much manual work it creates for you.

Your 7-Day Action Plan: Do not try to overhaul your entire business today.

1. Log into Jobber right now.
2. Go to Settings > Automations.
3. Turn on the Quote follow-up automation and paste in the custom script from above.
4. Turn on Invoice follow-up with a 3-day trigger.
5. Enable Jobber Payments so every automated text includes a pay link.
6. Build 3 pre-set line items for your most common summer calls.
7. Check your Automations report. See how many follow-ups Jobber sent on your behalf. That is your time back.

It will take you under 30 minutes total. When that first automated text closes a $3,000 install while you are watching the second half, you will understand why this matters.

References

[1] SuperbCrew. “Step By Step Guide: How To Use Jobber, A Field Service Management Software.” https://www.superbcrew.com/step-by-step-guide-how-to-use-jobber-a-field-service-management-software/ [2] Jobber Help Center. “Automations.” https://help.getjobber.com/hc/en-us/articles/24244124296471-Automations [3] Jobber Official Website. “Jobber Payments.” https://www.getjobber.com/

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