JObb+Make.com

Seamless Automation for Home Service Businesses: Connecting Jobber with Our CRM Using Make.com

January 06, 20252 min read

⚙️ Why Automation is a Game-Changer for Home Service Businesses

In the fast-paced world of home services, time is your most valuable resource. Every minute spent copying data, following up on leads, or manually updating systems is a minute you're not spending on growing your business.

That’s where automation bridges the gap. By integrating your current CRM (like Jobber) with our system using Make.com, we eliminate repetitive tasks, reduce errors, and ensure your workflows operate like a well-oiled machine.


🔗 What is Make.com, and Why Should You Care?

Make.com is an advanced automation platform that connects your favorite tools, like Jobber, QuickBooks, and our CRM, creating seamless workflows without human intervention.

Imagine This:

  • A new lead enters Jobber → Automatically pushed into our CRM

  • A job is marked as complete in Jobber → Triggers an automated follow-up email or review request

  • Customer details updated in Jobber → Instantly reflected in our CRM

No more double data entry. No more missed opportunities.


📊 Real-World Example: Jobber + Our CRM Integration

Before Automation:

  • A lead comes in through your website.

  • You manually enter the lead into Jobber.

  • You follow up via email/text… if you remember.

  • You lose track of follow-ups, and leads fall through the cracks.

After Automation with Make.com:

  1. Lead Captured: Automatically pulled from your website into Jobber.

  2. Synced Across Platforms: Details pushed to our CRM in real time.

  3. Follow-Up Triggered: Automated text and email follow-ups nurture the lead instantly.

  4. Job Completed: Review requests are sent immediately after service.

Every Step Is Automated. Every Opportunity Is Captured.


🚀 Benefits of Connecting Jobber with Our CRM Using Make.com

Save Time: Eliminate repetitive tasks and data entry.
Reduce Errors: Accurate and consistent customer data across platforms.
Boost Customer Satisfaction: Automated follow-ups and reminders keep customers happy.
Maximize Leads: Never let a lead slip through the cracks again.
Scalable Systems: As your business grows, your automation grows with you.


🤖 What Can We Automate for You?

  • Lead Management: Automatically sync leads across systems.

  • Job Updates: Real-time status updates between Jobber and our CRM.

  • Billing and Invoicing: Automate invoice creation and follow-up reminders.

  • Review Requests: Trigger personalized review requests after every completed job.

  • Customer Communication: Send automated reminders, follow-ups, and check-ins.


🔑 Why DIY Automation Fails (and How We Fix It)

Setting up automations through Make.com isn’t plug-and-play—it’s complex, technical, and easy to mess up. Without the right setup:
❌ Automations break easily.
❌ Data doesn’t sync properly.
❌ You lose valuable leads and waste even more time troubleshooting.

We’ve built proven automation workflows specifically for home service businesses. Our expertise ensures everything runs smoothly, securely, and efficiently.


💼 Stop Managing. Start Scaling.

You didn’t start your home service business to get buried in spreadsheets, emails, and missed follow-ups.

Automation isn’t just a luxury—it’s a competitive advantage.

👉 Let’s connect your Jobber account with our CRM and build an automated system that works while you sleep.

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