Guides · · Hunter Hammonds
Jobber Follow-Ups: Automating Estimate and Invoice Chasing (and Where It Stops)
How Jobber's automatic follow-ups chase unanswered quotes and past-due invoices, the exact setup steps, where they stop, and copy-paste reminder templates.
Yes, Jobber can automatically chase your unanswered quotes and past-due invoices. On the Connect plan and up, Jobber's quote follow-ups send up to two email or text reminders when a client has not responded to an estimate, and its invoice follow-ups send up to two reminders after an invoice goes past due, with a one-click pay link attached (Jobber Help Center). You set the wording and the schedule once, and Jobber runs it.
That covers a lot of the nagging. It does not cover everything. Jobber only chases work that lives inside Jobber, it stops after two reminders, and it sends the same templated message to a client who already promised to pay as it does to one who has gone silent. This guide walks the exact setup for both, shows you where the automation ends, and gives you copy-paste templates for the follow-ups Jobber will not send for you. Remi is one option for that last stretch, and it comes at the end, after you have everything you need to do it yourself.
Does Jobber automatically follow up on quotes and invoices?
Yes. Jobber has two separate automations, and they work differently. Quote follow-ups touch base with a client who has not responded to an estimate that is still in awaiting-response status. Invoice follow-ups remind a client whose invoice has passed its due date, and each reminder carries a one-click option to pay (Jobber Help Center).
Both are capped at two reminders per quote or invoice, and both send in the same channel the original went out in. If you texted the invoice, the reminder texts. If you emailed it, the reminder emails. Here is how the two compare.
| Feature | Quote follow-ups | Invoice follow-ups |
|---|---|---|
| Triggers on | Quote in awaiting-response status | Invoice past its due date |
| Max reminders | 2 | 2 |
| Timing control | From an hour after a client views it, out to days later | From the due date out to 90 days past due |
| Channel | Email or text (matches the original) | Email or text (matches the original) |
| Pay link included | No | Yes, one-click pay |
| Plan needed | Connect and up | Connect and up (as of 2026) |
Pricing on Jobber as of 2026 runs Core at $49 per month, Connect at $139, Grow at $199, and Plus at $499, billed monthly with no commitment, with lower rates on annual billing (Jobber pricing). Quote follow-ups start at the Connect tier, so the automation and the plan cost travel together.
How do I turn on automatic quote follow-ups in Jobber?
Quote follow-ups live in your communication settings, and you turn them on with a toggle. As of 2026, the path is:
- Click the Gear icon, then open Settings.
- Go to Emails and Text Messages (newer accounts may see an Automations section instead).
- Find Quote follow-ups and switch the toggle to ON.
- Click Edit to set the wording and the schedule for the first reminder.
- Choose when it sends, anywhere from an hour after the client views the quote to several days later.
- If you want a second nudge, enable the second quote follow-up and set its timing.
- Save.
Two details worth knowing. Quote follow-ups send at the same time of day the original quote went out, in the client's local time. And a client only receives them if outstanding quote follow-ups is enabled in the communication settings on their client profile, which it is by default for most, but is worth checking on your best customers (Jobber Help Center).
How do I turn on automatic invoice reminders in Jobber?
Invoice reminders work the same way, keyed to the due date instead of a view. The setup:
- Click the Gear icon, then open Settings.
- Go to Emails and Text Messages, or the Automations section if your account shows it.
- Find Invoice follow-ups and switch the toggle to ON.
- Click Edit and write the reminder message.
- Set how many days after the due date the first reminder sends. You can pick anything from the due date itself out to 90 days.
- Enable the second invoice follow-up if you want a second reminder, and set its day.
- Save.
Invoice reminders send shortly after 8am local time on the day they are scheduled, and they go out in the same channel as the original invoice. As with quotes, each client needs overdue invoice follow-ups enabled on their profile to receive them (Jobber Help Center). The one-click pay link is the part that earns its keep here, because it removes the step where a client means to pay and then forgets which envelope the invoice was in.
Where do Jobber's automated follow-ups stop?
This is the honest part. Jobber's automations are good at the mechanical reminder and blind to almost everything around it. Five limits to plan around:
Two reminders, then silence. Jobber sends at most two follow-ups per quote and two per invoice. A quote a client keeps meaning to approve, or an invoice that drifts past 90 days, falls off the automation entirely. After the second nudge, the chasing is back on you.
It only sees Jobber. The automations chase quotes and invoices created inside Jobber. An invoice you raised in QuickBooks, an estimate you texted from your own phone, a job you agreed to over email in your inbox: none of it is visible to Jobber, so none of it gets followed up. If your money lives in more than one system, Jobber is only watching one room of the house.
It reads status, not conversation. The automation fires on whether a quote is awaiting response or an invoice is past due. It does not read the thread. A client who replied will pay Friday will still get the scheduled Monday reminder, because as far as the toggle is concerned nothing changed. You are the one who has to notice the reply and turn the reminder off.
Same message for everyone. Jobber sends one templated reminder to your whole list. It will not soften the tone for a repeat customer, escalate for a serial late-payer, or decide that a $12,000 invoice deserves a phone call instead of a text.
No judgment about what happens next. Jobber will not suggest a payment plan, flag which stale quote is actually worth a personal call, or tell you that three of this month's invoices are all from the same slow-paying client. It reminds. It does not think about the account.
None of that makes the automation not worth turning on. Two out of three contractors are paid late (Built, 2025), and an automatic reminder with a pay link recovers real money you would otherwise leave on the table. It just means the reminders are a floor, not the whole job. QuickBooks' own guidance on collecting from customers makes the same point: the businesses that get paid are the ones that follow up consistently and personally, not just once through a template (QuickBooks).
Copy-paste follow-up templates you can use today
For the follow-ups Jobber will not send, the ones after reminder two, or on invoices that live outside Jobber, here are three you can send verbatim. Keep them short, name the number, and make the next step obvious.
The stalled quote, a week after Jobber's last automated nudge:
Hi [Name], circling back on the estimate for [project] I sent on [date]. No pressure at all, but I want to make sure it did not get buried. Are you good to go ahead, or is there anything on it you want me to adjust? Happy to walk through it by phone if that is easier.
The friendly invoice reminder, once the automated two have run:
Hi [Name], quick note that invoice [#] for [amount] is now [X] days past due. If it is already on its way, thank you and ignore this. If not, here is the link to pay in one click: [link]. Let me know if you need anything from me to close it out.
The firmer nudge, 30-plus days out:
Hi [Name], following up again on invoice [#] for [amount], now [X] days overdue. I want to get this settled without it becoming a bigger deal for either of us. Can you let me know today when payment will go out? If there is an issue with the invoice, tell me and I will fix it.
FAQ
Does Jobber follow up on quotes automatically?
Yes, on the Connect plan and up. Jobber can send up to two automatic email or text reminders on a quote that is still awaiting a response, on a schedule you set. After the second reminder it stops.
How many times will Jobber remind a client about an invoice?
Up to two times. Jobber's invoice follow-ups fire after the due date, and you can set each one to send anywhere from the day it goes past due out to 90 days later. After two reminders, the automation goes quiet.
Which Jobber plan do I need for automated follow-ups?
Quote follow-ups require the Connect plan or higher, per Jobber's Help Center. Invoice follow-ups are documented on Connect and up as well, though Jobber's pricing page lists invoice reminders on lower tiers, so confirm against your own plan.
Can Jobber follow up on invoices I sent from QuickBooks?
No. Jobber only chases quotes and invoices created inside Jobber. An invoice you sent from QuickBooks, or an estimate you texted from your own phone, is invisible to Jobber's automations.
Do the automated reminders keep sending if the client replies?
The automation triggers on status, not on the conversation. It stops when a quote leaves awaiting-response status or an invoice is marked paid, but it will not read a client texting back will pay Friday and pause on its own.
If you'd rather not be the one chasing at 9pm
You can run all of this yourself. Turn on Jobber's two quote reminders and two invoice reminders, then use the templates above for everything that falls through the gaps: the stalled quote after nudge two, the invoice that lives in QuickBooks, the client who replied and still has not paid. That is a complete system, and it costs nothing beyond the plan you already have.
If you would rather not be the one holding it together at 9pm, this is the exact job Remi was built for. Remi is an AI teammate for small business owners. Remi watches the sources your money actually lives in, not just one app, so the QuickBooks invoice and the estimate you texted from your phone get the same attention as the ones in Jobber. Remi flags the quote going stale and the invoice going quiet, and Remi drafts the follow-up for you to approve.
The line Remi does not cross is the one that matters most. Remi prepares and proposes. Nothing gets sent, and nothing gets marked paid, without your say-so, and every action comes with a receipt you can point to later. Remi is an AI teammate, and we say so plainly, because Remi will never pretend otherwise and neither will we.
If you want to see what is already slipping, connect your inbox and Remi will show you the unpaid invoices, unanswered quotes, and waiting customers in about 60 seconds. You get the report either way. We delete everything unless you hire Remi.