01 · Direct answer
How do you send a thank-you postcard when a Jobber job closes?
Pass the Jobber client ID, job ID, closed time, customer mailing address, service type, and reviewed thank-you template. Exclude canceled, test, warranty, or internal jobs with a clear rule. Use the job ID as part of the duplicate key.
Jobber documents Zapier access on select plans. Confirm the current plan and connection owner before build.
- TriggerUse Job Closed for the job that actually finished.
- FilterExclude job types that should not receive the card.
- DelayChoose a fixed delay and recheck cancellation or suppression before release.
- Write backSave the mailpiece ID and result on the job or client record.
02 · Direct answer
How do you send a follow-up postcard when a Jobber quote is approved?
Jobber's current Zapier catalog lists Quote Sent and Job Updated, but it does not list a dedicated Quote Approved trigger. A tested Job Updated filter can be used only if it exposes a reliable approved state. Use the quote ID as the source key and recheck whether the customer already booked or canceled before release.
If the approved state cannot be proved from current account data, use Quote Sent with copy that matches that earlier event, or do not automate this message.
03 · Direct answer
How do you send a review-request card after a ServiceTitan booking or completed job?
The current ServiceTitan Zapier catalog exposes polling triggers such as New Job and Updated Job. Filter Updated Job for the exact completed state available in your account. A booking can be canceled or changed, so it is not proof of completed service. Map the customer ID, job ID, service address, completion time, and review-request template.
Do not say that mail delivery proves the customer reviewed the business. Track the actual response separately.
04 · Direct answer
How do you send a seasonal service reminder from a home-services CRM?
Select customers by last service date, equipment or service type, geography, and suppression status. Freeze the audience snapshot, deduplicate households, review the offer dates, and release a dated batch. Keep the source job IDs available for audit.
A seasonal reminder is a scheduled audience workflow. It needs a batch cutoff and offer-expiration rule.
Implementation worksheet
Home-services trigger matrix
Match the postcard purpose to the business event that proves it is timely.
| Business event | Good message | Control before release |
|---|---|---|
| Job closed | Thank-you or next-service note | Exclude canceled, internal, and warranty-only jobs. |
| Quote approved | Next-step or preparation note | Stop if the job is already complete or canceled. |
| Booking created | Preparation or confirmation message | Do not use it as proof of completed service. |
| Job completed | Review request or maintenance next step | Confirm final status and customer suppression. |
| Seasonal audience cutoff | Dated service reminder | Freeze the audience and check offer dates. |
Preflight checklist
- Use one stable source-event ID and save it with the mail record.
- Require recipient name, address line 1, city, state, and ZIP Code before release.
- Set a duplicate rule for the person, household, property, order, or job.
- Render a proof with a test record before any funded send.
- Define who can pause the workflow and who can approve release.
- Store the source record ID, campaign ID, and returned mailpiece ID together.
- Treat mailstream events as operational signals, not proof of attention or revenue.
FAQ
Questions to resolve before launch
Should a booking trigger a review request?
Usually no. A booking does not prove completed service. Use the event that proves the requested outcome.
Can Jobber use Zapier on every plan?
Jobber states that Zapier is available on select plans. Check the current plan and account permissions.
Is this a native Sendvo integration?
No native Jobber or ServiceTitan connector is claimed.
Primary sources
Sources and review notes
- Jobber: Zapier integrationOfficial trigger examples, plan note, and connection-owner warning.
- Jobber Developer Center: WebhooksOfficial at-least-once webhook model.
- ServiceTitan on ZapierCurrent New Job and Updated Job trigger catalog.
- ServiceTitan Developer PortalOfficial API and integration documentation.
- FTC: Soliciting and paying for online reviewsOfficial review-request and incentive guidance.
Product plans, trigger names, and connector access can change. Check the linked documentation and your account before production use. Sendvo last reviewed these sources on August 31, 2026.