Scope of Work & Specific Deliverables:
1. Set Up Phase 1 Fields (Lead Info): Add 5 custom text boxes inside Jobber Requests so we can quickly type in the Lead Source, Move Date, and Move Size while talking to customers on the initial call.
2. Build Phase 2 Form (Booking Checklist): Create a digital checklist inside Jobber for deep booking questions (Crew size, Truck size, Flights of stairs, Elevators, and heavy items like Pianos or Safes).
3. Set Up the 9 Pipeline Columns: Change Jobber’s native Kanban board columns to match our exact 9 sales steps: New Lead -> Lead Contacted -> Quote Sent -> Follow-Up 1 -> Follow-Up 2 -> Follow-Up 3 -> Awaiting Inspection -> Booked -> Lost.
4. Add Contract to Quotes: Paste our legal moving contract text into Jobber’s quote settings so customers are forced to type their digital signature on their phones to approve and book the move.5. Connect Jobber to Google Calendar (Zapier): Build one automated link using Zapier. The second a job is booked in Jobber, it must automatically create an event on our Google Calendar containing the customer’s name, phone number, addresses, and all our checklist notes for the crew.
6. Test the System: Run one fake customer through the entire system to prove that data flows smoothly from the phone call all the way to the calendar and QuickBooks before the project is marked complete.