Workflow playbook · Home services
Automate home-services postcards from Jobber or ServiceTitan
Mail from the event that proves the job is done. Map the customer and service address, then apply timing and duplicate rules.
- Reviewed against primary sources
- Last updated: October 11, 2026
- No setup fees
Timing
Thank them after the job, not the booking.
A booking can still cancel. Wait for Job Closed or a tested completion status.
Home services direct mail
The playbook
How do you send a thank-you postcard when a Jobber job closes?
Use the Job Closed event and delay only as long as the message requires.
- 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.
Read the full answer
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.
Field map
Match the message to the event.
Pick the business event that proves the postcard 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 prep note | Stop if already complete or canceled. |
| Booking created | Prep or confirmation | Not proof of completed service. |
| Job completed | Review request or maintenance step | Confirm final status and suppression. |
| Seasonal audience cutoff | Dated service reminder | Freeze the audience; check offer dates. |
Home services FAQ
Settle these before the first job.
Pricing it out? See plans and per-piece rates.
Primary sources
- Jobber: Zapier integration
- Jobber Developer Center: Webhooks
- ServiceTitan on Zapier
- ServiceTitan Developer Portal
- FTC: Soliciting and paying for online reviews
No native Jobber or ServiceTitan connector claimed. Plans: list upload, dedupe, and automated mail need Operator or Growth. Integrations and API access need Growth and connect through a no-code tool or our API. Product plans, trigger names, and connector access can change. Confirm yours before production use.
How do you send a follow-up postcard when a Jobber quote is approved?
Do not build this exact trigger until the approved state is verified in the connection you will use. 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.
How do you send a review-request card after a ServiceTitan booking or completed job?
Use Updated Job plus a tested completion-status filter. Do not call it an instant Job Completed trigger. 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.
How do you send a seasonal service reminder from a home-services CRM?
Build the audience from prior service records and a declared season, not from one real-time event. 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.
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.
Before launch
Preflight checklist before the first live send
- 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.
Match each postcard to the event that proves its timing.
Use closed jobs for thank-you mail, completed service for review requests, and a frozen audience for seasonal reminders.