Jobber Invoice Follow-Up Automation | Get Paid Faster | ToolDesk
Get Paid 47% Faster with Jobber Invoice Automation
Stop chasing payments manually. ToolDesk automatically sends friendly payment reminders that get results without damaging customer relationships.
The Hidden Cost of Manual Invoice Follow-Ups
Every day you wait to follow up on unpaid invoices costs your business money
15+ Hours Per Month
Average time home service businesses spend manually following up on overdue invoices
$47,000 Outstanding
Typical accounts receivable balance for a mid-sized home service company
Damaged Relationships
Awkward phone calls and aggressive collection tactics hurt customer loyalty
The ToolDesk + Jobber Solution
Intelligent automation that gets you paid without the awkwardness
Smart Reminder Sequences
Create multi-step reminder campaigns that escalate naturally:
- Day 3: Friendly reminder with payment link
- Day 7: "Did you receive our invoice?" check-in
- Day 14: Offer payment plan options
- Day 21: Final notice before late fees
Each message is personalized with customer name, invoice amount, and direct payment link from Jobber.
Hi Sarah! Just a friendly reminder that invoice #1234 for $850 is due. You can pay securely here: [payment link]
Sent 3 days after invoice
Jobber Event Triggers
Automations trigger based on real-time Jobber data:
- Invoice created and sent
- Payment partially received
- Invoice overdue status
- Custom payment terms reached
No manual intervention needed - just set it and forget it.
Intelligent Stop Conditions
Our system is smart enough to stop reminders when:
- Payment is received in full
- Customer responds asking for more time
- Payment plan is set up
- Invoice is marked as disputed
This prevents embarrassing situations and maintains professionalism.
Calculate Your Invoice Automation ROI
See how much faster you could get paid with ToolDesk
Your Potential Results
Proven Invoice Reminder Templates
Start with our battle-tested templates that maintain relationships while getting you paid
Friendly First Reminder
Hi [FirstName]! Hope you're doing well. Just a quick reminder that invoice #[InvoiceNumber] for $[Amount] is due today. You can pay securely here: [PaymentLink]
Let me know if you have any questions!
Service Reminder + Invoice
Hi [FirstName], thanks again for choosing us for your recent [ServiceType] service! Your invoice #[InvoiceNumber] for $[Amount] is now available.
Pay online: [PaymentLink]
Payment Plan Offer
Hi [FirstName], I noticed invoice #[InvoiceNumber] is still outstanding. If the full amount is challenging right now, we can split it into 2-3 payments. Just reply "PLAN" and we'll set it up!
Seamless Jobber Integration
Works with your existing Jobber workflow - no double entry or manual updates
Real-Time Sync
- Invoice status updates instantly
- Payment tracking in both systems
- Customer communication history
- Automatic opt-out management
Smart Targeting
- Exclude VIP customers
- Different rules for commercial vs residential
- Custom payment terms per client
- Seasonal adjustment options
Compliance Built-In
- TCPA compliant messaging
- Automatic quiet hours
- Opt-out handling
- Message frequency limits
"We went from 45-day average payment to 24 days. That's literally hundreds of thousands in better cash flow. The automation paid for itself in the first week."
"No more awkward collection calls. ToolDesk sends friendly reminders that actually work. Our customers appreciate the payment links and we get paid faster."
Frequently Asked Questions
Will automated reminders annoy my customers?
No! Our templates are friendly and helpful, not aggressive. We include payment links to make it easy for customers to pay. Most customers actually appreciate the reminder - they're busy too!
What if a customer has already paid?
ToolDesk syncs with Jobber in real-time. The moment a payment is recorded in Jobber, all reminders stop automatically. No double-messaging.
Can I customize the reminder schedule?
Absolutely! Set different schedules for different customer types, invoice amounts, or service types. You have complete control over timing and messaging.
Do reminders work for partial payments?
Yes! If a customer makes a partial payment, ToolDesk automatically adjusts the remaining balance in future reminders.
How do payment links work?
We pull the payment link directly from your Jobber invoice. Customers click and pay through your existing Jobber payment processing - simple and secure.
What's the setup process like?
After connecting your Jobber account, we'll help you set up your first automation. Most customers are seeing results within the first week of setup.
Stop Leaving Money on the Table
Join hundreds of home service businesses getting paid faster with ToolDesk + Jobber invoice automation.
No setup fees • Cancel anytime