JOBBER CRM SETUP

for Construction companies

ready to increase revenue & work less

From chaos to confidence—set your business up to run smoother, faster, and more profitably with a Jobber system built just for you

You’re great at the work.
But chasing quotes, reminding your crew, and following up on payments? That part slows you down.

If your days feel disorganized, if your team is unclear, or if clients are slipping through the cracks—it’s not your fault.
It’s your systems.

I help service-based business owners like you set up Jobber so every quote is sent, every job is scheduled, and every invoice gets paid—without you having to micromanage it all.

You don’t need more hustle. You need smarter systems.

  • You’re manually sending quotes—when you remember.

  • Your crew texts you for daily updates.

  • Invoices go unpaid for weeks.

  • You forget to follow up—and lose the job.

Before Jobber Setup:

After Working With Me:

  • Clients receive automatic follow-ups + confirmations.

  • Your crew knows where to go and what to do—no more chaos.

  • You get paid faster—with less chasing.

  • You look professional and prepared from the first interaction.

what they’re saying..

Man wearing a black cap with a cartoon character, black vest, and white shirt, smiling in front of a festive, decorated backdrop.

I WISH WE HAD YOU TWO YEARS AGO. OUR BUSINESS WOULD BE LIGHTYEARS AHEAD!

TOMMY Safeguard Fence & Deck

i now have streamlined systems for nearly everything. i know what to expect and how to allocate my time and energy, which has given me the confidence to know i’m not missing important parts of my business.

JENNIFER Jennifer Griggs, MD

Two people smiling and working on laptops in a cozy setting, with a coffee cup on the table.

What a Done-Right Jobber Setup Can Do for You:

✅ Book jobs faster and stop letting hot leads go cold
✅ Look professional with branded quotes and invoices
✅ Automate follow-ups so you don’t lose clients who just “forgot”
✅ Get paid faster with integrated payments
✅ Track every job, every crew, and every dollar—without the notepad

Jobber Setup Packages

Basic Jobber Setup – $500

For service pros ready to ditch the chaos and run clean, organized jobs.

Includes:

  • Branded company setup (logo, client-facing emails, settings)

  • Custom quote & invoice templates

  • Setup for up to 10 services

  • Job calendar & team member structure

  • Client communication templates

  • Recorded walkthrough so you can use your system confidently

Perfect for small teams or solo contractors who want a clean, conversion-focused setup that just works.

Advanced Jobber Setup + Automations – $750

A complete client journey experience—from quote to payment, fully optimized and automated.

Everything in Basic, plus:

  • Automated quote + invoice follow-ups so you stop losing money on missed leads or unpaid work

  • A branded online request form that integrates seamlessly into your website to capture new leads 24/7

  • Automated follow-up to request client reviews once a job is complete—build trust while you sleep

  • Custom job forms + checklists to keep your crew consistent and accountable

  • Priority scheduling setup to keep your most profitable jobs on track

  • 1:1 live system review

  • 7 days of email support after setup

Ideal for growing teams who want to look more professional, automate their admin, and never lose a client again.

Add-On: Team Training – $150

45-minute Zoom session to walk your crew through the system and ensure everyone’s on the same page from Day 1.

Industries I Work With

Arborists | Commercial Cleaning | Construction | Electrical | HVAC | Handyman | Landscaping | Lawn Care | Painting | Plumbing | Residential Cleaning | Roofing

What they’re saying…

Testimonials
“Without having to manage systems myself”

I can’t tell you how refreshing it is to implement a whole new platform and its accompanying systems without having to manage it all myself or navigate unfamiliar software. This is amazing!

JOY

“She introduced effective systems to streamline processes, organize tasks, and manage finances.”

Working with Kaci has been an incredible experience for my business. She introduced effective systems to streamline processes, organize tasks, and manage finances, all with clear and seamless communication. Kaci is an absolute joy to work with, and I feel so blessed to have her as part of my business journey.

DENNIS

“I now have streamlined systems for nearly everything.”

I know what to expect and how to allocate my time. She has freed up my time and energy, which has given me the confidence to know I’m not missing important parts of my business.

JENNIFER

 FAQ

  • I work with businesses across various industries, focusing on streamlining operations, improving workflows, and creating systems that drive growth. My services are tailored to your unique needs, helping you make data-driven decisions, close more sales, and enhance overall business efficiency.

  • While you’ll begin seeing improvements early on, the real magic typically happens around month 3. By that time, the systems are fully integrated, workflows are optimized, and you’ll start noticing significant changes in sales, payment collection, and overall business efficiency.

  • As a system strategist and business manager, I don’t just offer advice—I actively implement solutions that streamline your operations. I work directly with you to design customized systems, automate processes, and create data dashboards, so you can focus on growth while I handle the operational details.

  • I take the time to thoroughly understand your business needs and challenges. By evaluating your existing systems, workflows, and goals, I design and implement tailored solutions that address a range of operational areas. Whether it's streamlining processes, improving team coordination, or building data-driven dashboards, my focus is on creating efficient systems that support your overall growth and success.

You’ve built something worth protecting.

Now it’s time to stop patching systems together and start building a business that runs as strong as you do.