Expert Needed
We’re looking to hire an experienced Jobber CRM setup & automation specialist to fully configure and optimise our system for a mobile tyre fitting business operating across London and the UK.
Business: Mobile Tyre Giant
Service: Mobile tyre fitting & roadside tyre replacement
Goal: Create a streamlined, automated workflow from booking → dispatch → invoicing → follow-up, integrated with phone and WhatsApp communication.
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Scope of work
1. Complete Jobber setup
- Client database structure & service configuration
- Quotes → jobs → invoices workflow
- Automated reminders, follow-ups, and review requests
- Scheduling, routing, tags, and internal notes system
- Payment integration, branded invoice templates, and reporting dashboard
- KPIs such as revenue, technician performance, and conversion tracking
2. VOIP integration (JustCall or similar)
- Full setup and connection to Jobber
- Click-to-call, automatic call logging, and recordings stored per customer/job
- SMS automation for confirmations, ETA updates, and reviews
- Call routing for multiple team members and dispatch
3. WhatsApp Business integration
- WhatsApp Business API setup and template approval
- Messages linked to customer/CRM records
- Automated notifications (booking confirmation, technician on the way, review request)
- Guidance on UK compliance and scalability
4. Automation & efficiency consulting
- Best workflow for a mobile field service company
- Reduce admin time and improve lead-to-booking speed
- Ensure the system is scalable for UK growth
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Deliverables
- Fully configured Jobber account ready for daily use
- VOIP and WhatsApp integrations tested end-to-end
- Working automation flows
- Zoom training + recorded handover
- Simple written SOP for our team
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Please reply with
1. Examples of similar Jobber/CRM projects
2. Your recommended approach
3. Availability for an intro call this week
We’re ready to start immediately and want a long-term technical partner if this goes well.
Thank you,
Iain Maloney
18
7 comments
Iain Maloney
3
Expert Needed
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