# Jobber AI: 24 Workflows

Source: https://maito.app/workflows/tool/jobber

24 AI workflows for teams using Jobber, like call back every missed call, turn site notes into a quote draft, book each customer's next recurring visit. Each shows the steps, an example and how to set it up.

24 workflows. Jobs Maito handles with Jobber, from Slack or email. Jobber connects through its MCP server, so setup is a sign-in.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fjobber)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)

$149/month per workspace · Unlimited people · AI usage billed by your provider

## All Jobber workflows.

24 workflows

-   [Start here Call back every missed call Missed calls go on a callback list, so no customer slips through while you're on a job. Sales · When something happens Works with Slack, Email.](https://maito.app/workflows/call-back-every-missed-call)
-   [Start here Turn site notes into a quote draft Voice memos and notes from a job visit become a priced quote draft by the evening. Sales · When you ask Works with Box.](https://maito.app/workflows/turn-site-notes-into-a-quote-draft)
-   [Start here Book each customer's next recurring visit When a visit is done, the next one on the customer's cadence is proposed, respecting end dates and cancellations. Operations · On a schedule Works with Google Calendar, Microsoft 365.](https://maito.app/workflows/book-each-customers-next-recurring-visit)
-   [Plan a crew's day by route Give it tomorrow's jobs and crew sizes, and get a sequence that fits travel time and time windows. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/plan-a-crews-day-by-route)
-   [Reschedule jobs when the weather turns When rain or wind blocks outdoor work, get a proposed new schedule and drafted customer notices ready to approve. Operations · When something happens Works with Slack, Email.](https://maito.app/workflows/reschedule-jobs-when-the-weather-turns)
-   [Cover a crew member's absence When someone calls in sick, see which jobs are hit and get swap options with the right skills. Operations · When something happens Works with Google Calendar, Microsoft 365.](https://maito.app/workflows/cover-a-crew-members-absence)
-   [Send each crew tomorrow's access notes Each evening, every crew gets only the gate, parking and pet notes for the jobs they are assigned. Operations · On a schedule Works with Slack, Email.](https://maito.app/workflows/send-each-crew-tomorrows-access-notes)
-   [Check service plans for unused visits Before a plan ends, see which included visits were never delivered and propose dates to schedule them. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/check-service-plans-for-unused-visits)
-   [Check skills and equipment before dispatch When a job is assigned, confirm the technician has the right certification and the equipment is booked. Operations · When something happens Works with Airtable, Microsoft 365.](https://maito.app/workflows/check-skills-and-equipment-before-dispatch)
-   [Check jobs have their parts before the visit Each afternoon, see which of tomorrow's visits don't yet have parts, so you can rebook before a truck rolls. Operations · On a schedule Works with Airtable, Gmail, Microsoft 365.](https://maito.app/workflows/check-jobs-have-their-parts-before-the-visit)
-   [Update every future visit when a schedule changes When a client changes their cleaning day, see every affected visit and invoice before anything is edited. Operations · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/update-every-future-visit-when-a-schedule-changes)
-   [Turn spoken job notes into a job record Dictate what you did on site and get a tidy job record to check and sign, without retyping. Operations · When you ask Works with Box.](https://maito.app/workflows/turn-spoken-job-notes-into-a-job-record)
-   [File job photos and check what's missing Photos sent by crews get matched to the right job and checked against the required views. Operations · When something happens Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/file-job-photos-and-check-whats-missing)
-   [Get customers to sign off finished work Customers get a clear summary of finished work to sign, and disputes go to a person. Customer support · When something happens Works with Slack, Email.](https://maito.app/workflows/get-customers-to-sign-off-finished-work)
-   [Turn completed jobs into invoice drafts Completed jobs become one invoice draft with labor, parts and approved changes, checked for duplicates. Finance · When something happens Works with QuickBooks, Xero.](https://maito.app/workflows/turn-completed-jobs-into-invoice-drafts)
-   [Find finished jobs that were never invoiced Weekly, list completed jobs with no invoice and separate warranty and prepaid work from real gaps. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.](https://maito.app/workflows/find-finished-jobs-that-were-never-invoiced)
-   [Tell customers when a visit is running late When a route slips, draft a short delay message with a realistic arrival window for you to approve. Customer support · When something happens Works with Slack, Email.](https://maito.app/workflows/tell-customers-when-a-visit-is-running-late)
-   [Turn a complaint into a linked rework task A quality complaint becomes one linked issue with evidence, an owner and a rework visit, so nothing floats. Operations · When something happens Works with Gmail, Microsoft 365, Linear, Asana.](https://maito.app/workflows/turn-a-complaint-into-a-linked-rework-task)
-   [Prepare the facts for a warranty request When a customer asks for a repeat visit, pull the original job and warranty terms so a person can decide. Customer support · When you ask Works with HubSpot, Salesforce, Box.](https://maito.app/workflows/prepare-the-facts-for-a-warranty-request)
-   [Match travel and receipts to the right job When a job closes, tie its receipts and travel to the job, flag missing receipts, and draft billable costs. Finance · When something happens Works with Ramp, QuickBooks, Xero.](https://maito.app/workflows/match-travel-and-receipts-to-the-right-job)
-   [Check visits against what customers are billed Each month, flag customers billed for more or fewer visits than they got, so errors are caught before the statement. Finance · On a schedule Works with Stripe, PayPal, Airtable, Microsoft 365.](https://maito.app/workflows/check-visits-against-what-customers-are-billed)
-   [Ask for a review after each finished job Each finished job gets the same neutral review request, and unhappy customers are routed to support first. Customer success · When something happens Works with Slack, Email.](https://maito.app/workflows/ask-for-a-review-after-each-finished-job)
-   [Send a weekly list of what's late One Monday message lists late jobs, unpaid invoices and open quotes with owners, so you stop opening five apps. Founders and leadership · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.](https://maito.app/workflows/send-a-weekly-list-of-whats-late)
-   [Compare booked work to crew capacity Turn the next weeks of booked jobs into hours needed against hours available, before you promise more. Operations · On a schedule Works with Google Calendar, Microsoft 365, Airtable.](https://maito.app/workflows/compare-booked-work-to-crew-capacity)

## Questions.

### How does Maito connect to Jobber?

Through Jobber's MCP server. Connect it once in Maito; if it isn't connected yet, your agent sends you a link to sign in.

### Can it change things in Jobber?

Only what you allow. You choose which Jobber actions Maito can use, and the workflows here prepare changes for a person to approve unless you set them to run on their own.

### Which teams use these workflows?

Sales, Operations, Customer support, Finance, Customer success and Founders and leadership.

### How long does it take to set up?

Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs.

### Do we need a developer?

No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work.

### What does it cost?

$149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately.

## Put your AI teammate to work.

Set it up in minutes. Start with one workflow, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fjobber)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
