Do I have to stop using Jobber to work with LaniHQ?
No. If the crew already runs on Jobber, it stays the system for quotes, scheduling, and invoicing. We build the website and follow-up around it and point inquiries to its request form.
FIELD SERVICE SOFTWARE
Jobber, fed from the front door.
Jobber runs the job side of a service business: requests, quotes, scheduling, invoicing, and payments. LaniHQ does not replace it. We build the website, Jobber request forms, missed-call follow-up, review requests, and reporting around it, so a request submitted through the site lands in Jobber where the office already knows how to work it.
WHAT WE CONNECT
What actually moves.
Scope depends on the systems already in place. These are the connections that usually matter most.
- 01
Jobber’s request form embedded on the website, so inquiries land in Jobber as requests
- 02
Missed calls answered with a text that points the caller to the Jobber request form
- 03
Lead source recorded on the website side, so booked jobs can be matched back to the channel that produced them
- 04
Review requests sent after finished jobs, on a routine the office controls
- 05
Follow-up on quotes that have not been accepted yet, on a schedule the office sets
Where this usually breaks.
Specific to Jobber, and worth checking whether or not we do the work.
The website form emails the office while the Jobber request form sits unused, so inquiries live in two places
Lead source dropped on the way in, so nobody can say which channel booked the work
The same homeowner created as a new client on every inquiry
Review requests sent before the job is actually complete
Common questions.
Can I use Jobber’s request form on my website?
Yes. Jobber provides an embeddable request form, and that is what we put on the site. We place it where visitors decide to get in touch, so every submitted request lands in Jobber.
Does Jobber connect to QuickBooks?
Jobber has its own QuickBooks Online sync. When both are in play, we decide which system owns each record before anything else connects, so customers are not duplicated.
RELATED
Usually connected together.
These tend to be decided as one stack rather than one tool at a time.
- 01
ServiceTitan
Website, online booking, missed-call follow-up, and review requests built around the ServiceTitan account the shop already runs.
- 02
Housecall Pro
Online booking, missed-call follow-up, and review requests built around the Housecall Pro account the crew already runs.
- 03
QuickBooks
Linking customers, estimates, invoices, and payments to the CRM so admin stops being re-entry.
Need Jobber connected properly?
Tell us what is in place now and what is being re-keyed by hand. We will tell you what is worth connecting and what is not.
Request a systems review