Jobber
Email to Jobber,
the easy way
ForwardThis is the simple tool that connects your email to Jobber. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect Jobber
Create a free account and connect Jobber. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made - and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Gutters overflowing again - 12 Elm Street
Add this to Jobber as a work request for Dana Whitfield, and add a task for me to call her back today.
---------- Forwarded message ----------
Hi - the gutters at the front are overflowing again after last week's rain. Could someone come and take a look? We're usually home after 3pm.
Created a work request
Gutters overflowing again - 12 Elm Street
Call Dana Whitfield re: gutters
Due today
Undo available for 24 hours if something does not look right.
Some other examples
- “Draft a quote for this: gutter clean and repair, $180.”
- “What jobs do we have on for the Hendersons?”
- “Add them to Jobber as a new client.”
- “Update Marco's phone number to the one in this email.”
Everything ForwardThis can do in Jobber
Look up a contact
Find a client
Look up records
Find jobs, quotes, requests or invoices
Read a record
Read a job, quote, request or invoice
Look up calendar
See what's on the schedule
Create contact
Add a client
Update contact
Correct a client's details
Add CRM record
Create a work request, or add a service address
Create task
Put a job on the board
Update task
Change a job's title or instructions
Update CRM record
Edit a draft quote
Create draft
Draft a quote
Add note
Add a note to a job or client
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Jobber?
- Forward the email to your ForwardThis address with your instructions, like "add this as a work request for Dana Whitfield". ForwardThis creates it in Jobber and replies to confirm. The first time, you'll need a free account with Jobber connected, which takes about 30 seconds.
- Can I forward a customer's email straight into Jobber?
- Yes. Forward it to your ForwardThis address and say where it belongs: a work request on their file, a note on their job, or a brand new client if they're not in Jobber yet. One address covers all of it, and ForwardThis replies to confirm what it did.
- Do I have to set anything up first?
- Connect Jobber once - it takes about 30 seconds - and you're done. There's nothing else to set up: each email you forward says what should happen to it.
- Will ForwardThis send quotes or anything else to my customers?
- No, never. When you ask for a quote, it's saved as a draft in Jobber and nothing goes to the customer until you open it and press send yourself. ForwardThis never emails or texts your customers, and it never touches invoices or payments.
- Can it create jobs in Jobber?
- No, and that's deliberate. Creating a job in Jobber means scheduling a crew and choosing how it gets billed, and those calls belong to you. ForwardThis creates the client, the work request, the draft quote and the notes, and you turn the request into a job in Jobber the way you always have.
- What if it gets something wrong?
- Everything it creates in Jobber can be deleted again: the confirmation email includes an undo that works for 24 hours. And the undo is careful - if the work has already been picked up, say a quote you drafted has since gone out to the customer, it steps back and leaves things alone.
- How is this different from Jobber's own email tools?
- Jobber's email tools send mail out - quotes, invoices, campaigns. Nothing built in turns an email you received into a client, a work request or a quote; that's the gap ForwardThis covers. For enquiries from your website, Jobber's own request form is still the better front door, and if the same email arrives the same way every day, a Zapier rule you build once may suit you better. ForwardThis is for the emails that are all different.