Platforms / Jobber
Jobber CRM services and setup
Sage Kite is a business growth consultancy that implements Jobber — the field-service platform for home-service businesses — around how your team actually wins work, schedules crews and gets paid: requests, quotes, scheduling, jobs, invoicing and recurring work.
Configured Jobber accountExample scope
- Client records, tags and job historyClients
- Online request form and bookingRequests
- Quote templates with approval and follow-upQuoting
- Scheduling, dispatch and recurring visitsScheduling
- Automated reminders and on-my-way textsComms
- Invoicing and payments via client hubPayments
Who it's for
Jobber is built for home and field-service businesses.
If your work takes a team to a customer's property, Jobber fits. We set it up for lawn care and landscaping, cleaning, HVAC, plumbing, electrical, roofing, painting and pest control businesses — around the way each one quotes, schedules and gets paid.
Recurring, seasonal visits and route-based crews, with schedules and invoices that generate on their own.
Recurring bookings, per-property details and checklists, so every clean is consistent whoever turns up.
Requests and assessments, quotes that convert to jobs, and a mix of booked work, callouts and maintenance plans.
Larger quotes and assessments, multi-day jobs, deposits and progress payments tracked to completion.
Recurring treatment schedules, automated reminders and follow-ups that keep contracts running.
Dispatching several teams, routing and real-time tracking as the business grows past one or two people.
If your work is office-based or done online rather than at a customer's property — professional services or client work at a desk — Jobber is the wrong tool, and we would point you to something like HubSpot or Dubsado instead. See also our home services work.
The problem
When the operation runs on phone notes, texts and memory.
- Requests come in by phone and text and get written on whatever is nearby.
- Every quote is built from scratch, so pricing and wording drift between jobs.
- The schedule lives in one person's head, and double-bookings happen.
- Crews turn up without the details, and the office fields "where are they?" calls.
- Invoices go out late, and some jobs are finished but never billed.
- Jobber is paid for but only lightly used — recurring work and automations were never set up.
Jobber is designed to be easy to start, so the issue is rarely the software. It is usually that the account was switched on without the operation being designed around it.
Our approach
We build the system around the operation, not the other way around.
We map how your business handles a job from the first request to payment and repeat work — what happens in the office, what happens in the field, and what should happen on its own — then configure Jobber to fit, rather than reshaping the way your crews work to suit default settings.
- RequestOnline / phone
- AssessOn site
- QuoteClient hub
- ScheduleDispatch
- JobField crew
- UpdateOn-my-way text
- InvoiceFrom the job
- PaymentClient hub
- RecurringAuto-schedule
We set Jobber up so the requests, reminders, invoicing and follow-up run on their own, and the assessment and the work itself stay with the people doing them.
What we implement
What Jobber CRM services cover.
Account & team setup
Business details, users, roles and permissions, and crews, so the office and field teams see the right things.
Client management & CRM
Client records, tags, leads and requests tracked separately, and job history so anyone can pick up a client's context fast.
Requests & online booking
Request forms for your website, social and client hub, routed so each enquiry lands ready to assess or quote.
Quoting
Quote templates and line items that match how you price, client-hub approval, and automated follow-up on quotes not yet approved.
Scheduling & dispatch
A drag-and-drop calendar, crew assignment, routing and recurring visits set up around how your teams actually move.
Jobs & field workflows
Job details, forms and checklists captured on the mobile app with photos, times and signatures from the field.
Client communication
Automated appointment reminders, on-my-way texts, two-way texting and follow-ups that cut the status calls.
Invoicing & payments
Invoices generated from completed jobs, payments through the client hub, reminders, and accounting sync where you use it.
Automation & handover
Recurring work and follow-up automations, existing-account cleanup where needed, testing, then team training and documentation.
Scope, exclusions and a fixed project price are agreed before any build starts.
Two starting points
A new Jobber setup, or
fixing an existing account.
New Jobber setup
We map your operation, then configure the account, quoting, scheduling, jobs and automations around it.
- Operation mapped from request to payment and repeat work
- Clients, requests, quotes, jobs and templates built
- Scheduling, recurring work and automations set up and tested
- Office and field-team training and handover
Existing account audit & optimisation
We review what is already there, find where the setup and the real operation have drifted apart, and rebuild the parts holding you back.
- Audit of quoting, scheduling, jobs and automations
- Inconsistent templates and pricing standardised
- Recurring work and follow-ups finished properly
- Underused features introduced where they earn their place
Doing it yourself, or not
Why hire Jobber experts?
Jobber is deliberately easy to start, so a solo operator can often set it up alone. The value of a specialist shows as you grow — consistent quoting across a team, several crews to dispatch, recurring work to automate, and an account that has outgrown its first setup.
- 01Process design first. The operation is mapped before anything is configured, so Jobber reflects how you actually work.
- 02Consistent quoting. Templates and pricing built once, so every quote looks the same and nothing is missed.
- 03Scheduling that fits the crews. Dispatch, routing and recurring visits set up around how your teams move, not a generic calendar.
- 04Less office admin. Reminders, on-my-way texts, invoicing and follow-up run through the system instead of a person.
- 05The whole team adopts it. Office and field crews are trained on the parts they use, so it actually gets used.
- 06Clean handover. The setup is documented and yours to run, with support available when you want it.
Hire Jobber specialists
A Jobber implementation partner, not a one-off setup.
If you already know Jobber is the right platform, Sage Kite can handle the implementation: process mapping, account and team setup, quoting, scheduling, jobs, automations and handover — and stay on to adjust it as you add crews and services.
Sage Kite is an independent implementation partner. Jobber is a trademark of its owner; Sage Kite is not a Jobber reseller or listed partner and is not affiliated with or certified by Jobber.
How it works
How a Jobber
implementation runs.
Discovery
Your services, crews, current process and tools, and whether Jobber is the right fit.
Process mapping
The journey from request to payment and repeat work, agreed before anything is configured.
Configuration
Account, team, clients, requests, quote and invoice templates, scheduling and job forms.
Automate
Recurring work, reminders, on-my-way texts and follow-ups built around the agreed flow.
Test
The full flow run against real jobs and corrected before your crews rely on it.
Train & handover
Office and field-team training, and documentation of how it is set up.
Optimise
Refinements and further setup as you add crews, services or locations.
What you receive
At handover.
- A configured Jobber account, matched to your operation
- Client records, tags and request handling set up
- Quote and invoice templates that match how you price
- Scheduling, dispatch and recurring work configured
- Job forms and field workflows for your crews
- Reminders, follow-ups and payment automations, tested
- Training for the office and field teams
- Documentation of the setup, and optional ongoing support
New account or existing — we start by understanding how you work.
Where Jobber sits
The platform is one part
of the growth system.
- Consultancy
- Jobber and CRM
- Marketing
- AI and automation
- People
- Execution
- Growth
Sage Kite is a business growth consultancy. Jobber is one of the platforms we implement, alongside the consultancy that decides what to change, the marketing that keeps the schedule full and the people who keep it running. On its own, Jobber runs your day-to-day operation; connected to the rest, it becomes part of how the business grows.
Frequently asked questions
Jobber CRM services
What are Jobber CRM services?
Jobber is field-service management software for home-service businesses, with client management built in. Jobber CRM services cover configuring that platform around how your business runs: client records, tags and job history, requests and online booking, quoting, scheduling and dispatch, jobs and job forms, client communication, invoicing and payments, recurring work and automations. Sage Kite maps how you actually operate first, then sets Jobber up to match, tests it and hands it over.
What does a Jobber specialist do?
A Jobber specialist designs how the platform should reflect your operation, then configures it and sets up the automations that reduce office admin. That means quote templates that match how you price, a schedule and dispatch flow that fits your crews, recurring work set up properly, automated reminders and follow-ups, and invoicing and payments that run themselves — plus training so the office and field teams use it consistently.
Isn't Jobber easy enough to set up myself?
For a solo operator, often yes — Jobber is built to work quickly, and it includes onboarding and data import. The value of a specialist shows up as you grow: when quoting needs to be consistent across a team, when several crews need dispatching, when recurring work and automations have to be reliable, or when an account set up in a hurry has become messy. We are honest about this in discovery rather than selling a setup you do not need.
Can Sage Kite set up a new Jobber account?
Yes. A new setup starts by mapping your operation from request to payment and repeat work, then configuring client records, request forms, quote and invoice templates, scheduling and dispatch, job forms, client communication and automations to match — and testing the flow before your team relies on it.
Can you audit and improve an existing Jobber account?
Yes. Many businesses start on Jobber themselves and outgrow the original setup: inconsistent quoting, scheduling that does not fit the crews, recurring work half-configured, automations that were never finished. We audit what is there, clean it up, rebuild the parts holding you back, and document it so the team can keep it running.
Scope and configuration
Can you set up quoting, scheduling and dispatch?
Yes. That covers quote templates with optional line items, approval through the client hub and automated follow-up on unapproved quotes; and a scheduling and dispatch flow — drag-and-drop calendar, crew assignment and routing — that matches how your teams actually work in the field.
Can you configure jobs, job forms and field workflows?
Yes. Jobs can carry the details, checklists and job forms your crews need on site, captured through the mobile app along with photos, notes, times and signatures. We set these up so the field team records the right information and the office sees it without chasing.
Can you set up recurring work and automations?
Yes. Recurring jobs and visits are one of Jobber's strengths for services like lawn care, cleaning and pest control, and we set them up so the schedule and invoices generate on their own. Automations handle appointment reminders, on-my-way texts, follow-ups and review requests around them.
Can you set up invoicing and payments?
Yes. Invoice templates generated from completed jobs, payment collection through Jobber Payments and the client hub, automated payment reminders, and syncing to accounting through the QuickBooks or Xero integrations where you use them.
Can you connect Jobber to the tools I already use?
Where they are supported. Jobber connects to tools like QuickBooks and Xero and others through its app marketplace and open API. We confirm what your stack allows in discovery so the systems stay in sync rather than needing double entry.
Working with Sage Kite
Which industries do you work with?
The home and field-service trades Jobber is built for: lawn care and landscaping, cleaning, HVAC, plumbing, electrical, roofing, painting and exterior work, pest control, and other businesses whose work happens at a customer's property. Each has a slightly different flow, and the setup is tailored to it rather than generic.
Is Jobber right for my business?
Jobber fits businesses whose work takes a team to a customer's property — quoting, scheduling, dispatching crews, and getting paid. If your work is office-based or online — professional services, or client work done at a desk — a different platform such as HubSpot or Dubsado usually fits better, and we implement those too. Discovery is where we tell you honestly which way we would go.
Is Sage Kite a Jobber partner?
Sage Kite is an independent implementation partner. Jobber is a trademark of its owner; Sage Kite is not a Jobber reseller or listed partner and is not affiliated with or certified by Jobber. We implement the platform on your behalf and are paid by you, not by Jobber.
What happens after setup?
You own the account and can run it. Handover includes training for the office and field teams and documentation of how it is set up. Where it helps, Sage Kite offers maintenance with a defined support scope, further work as you add crews or services, and the wider marketing, automation and staffing that turn a well-run operation into growth.
Is Sage Kite only a Jobber agency?
No. Sage Kite is a business growth consultancy. Jobber is one of the platforms we implement, alongside consultancy, marketing, automation and specialist staffing. Jobber runs the day-to-day operation; the broader work decides what to change and creates the demand that keeps the schedule full.
Get Jobber built around how you work.
Stop managing spreadsheets and text messages. We configure Jobber to handle the scheduling, dispatch, communication and payments so your team can focus on the work.