You still have jobs and notes floating around in your head, messages spread between your phone and email...and a vague idea of where things stand.
Follow ups only happen when you remember, invoices only go out when you make time to send them, and nothing in your business feels clear (or reliable) unless you're the one doing it.
If you've got a team, you're double-checking their work, answering the same questions over and over... and no matter how many people you hire, everything still comes back to you.
Doing admin at night after working all day
Feeling like everything still depends on you
A clear process so jobs get done right the first time
To see your revenue in seconds… not piece it together at night
Your team to just know what to do (without asking you all day)
Chasing quotes and payments
For getting Jobber set up properly from the start.
Includes:
Client setup + organization
Services and pricing built out
Quote + invoice templates ready to go
Simple workflow (quote → job → invoice)
Job statuses so you can see where things stand
Payment settings connected
Walkthrough so you know how to use everything
Includes:
Automations + Follow-Ups Built For You
Appointment confirmations + reminders
Quote emails + automatic follow-ups
Job scheduled notifications + reminders
Job completion follow-ups
Invoice emails
Invoice reminders + overdue notices
Plus:
Done-for-you email templates (written + set up)
Job statuses so everything stays organized
Workflow refinement so things move cleanly from start to finish
You’ve got Jobber (or you’re getting it set up)…
but right now, everything still relies on you to keep it moving.
This is where we take that off your plate.
For when you’re done piecing things together…
and you want your business to actually run on a system.
Right now, things feel reactive.
Your team asks you what to do.
You’re double checking everything.
And no matter how busy you are…
it still all comes back to you.
This is where we fix that.
Includes:
Full Workflow Design
Lead → quote → job → invoice → payment mapped out clearly
Clear steps so nothing gets missed
Built around how your business actually runs
System Build Inside Jobber
Custom setup aligned to your workflow
Automations, statuses, and structure built out
Everything connected so it flows without gaps
Team Clarity + Processes
Clear expectations for each stage
Defined steps your team can follow
Less back-and-forth, less confusion
+ 30 Days Support
Adjustments as you start using it
Refinement so it actually works in real life
Support while everything settles in
@kacifrenette
come hang with me on