Business Operation Setup

Business operation setup is designed for service-based businesses needing help organizing and streamlining their operations using Jobber or something similar.

This package includes:

• Initial system account setup
• Customer intake workflow setup
• Quote and invoice template setup
• Job workflow organization
• Scheduling setup
• Basic automation recommendations
• Payment setup guidance
• Client communication workflow recommendations
• General operational recommendations
• System training session

Ideal For:

• Contractors
• Home service businesses
• Landscaping companies
• Cleaning businesses
• Trades and field service companies

Important:
This package is focused on foundational Jobber workflow setup and organization. Advanced custom automations, API integrations, accounting setup, bookkeeping, payroll, and ongoing management services are not included unless otherwise agreed upon. Third-party subscription fees are separate and paid directly by the client.