Facebook, Instagram and Google bring people in. The website takes their details. Automation carries those details into Jobber. The job runs through quoting, scheduling and delivery, then into invoicing and payment. Tracking shows what brought the work in.
Find
Facebook, Instagram, Google
Enquire
The website takes the details
Route
Details move into Jobber
Run
Quote, schedule, complete
Invoice & pay
Carried into billing and payment
Every join is a place work normally stalls. Those joins are what we build, where your tools and plan support it.
In detail
Each part of the workflow, and why it matters
Prospecting: Facebook, Instagram and Google
What we do. On Growth System we set up or clean up your Facebook business page, Instagram connection and Google Business Profile, get tracking in place and hand you a workflow you can run. You own and operate the accounts and run your own ads. On Managed Revenue we plan and run the campaigns, offers and creative testing for you.
Why it matters. This is the front of the workflow. It is how a homeowner finds you in the first place, and where the source information starts that later tells you what brought in the job.
Included: Begins at Growth System: setup, cleanup and connection, with you running your own ads. Campaign strategy, creative testing and full management are Managed Revenue. Not included in Foundation.
Enquiry capture: website and landing pages
What we do. We build a fast, mobile-first, multi-page site with clear service pages, visible calls to action and enquiry forms that capture the details your team actually needs to quote. For campaigns, we build focused landing pages that match the ad the visitor just tapped.
Why it matters. This is where a prospect becomes a customer record. If the details are captured cleanly here, every later step is easier. The free website preview is a separate pre-purchase process, not a Foundation feature.
Included: All packages include the website build and maintenance. Campaign landing pages and funnel improvements are Managed Revenue only.
Automated handoffs: moving the information forward
What we do. On Growth System we connect your website forms and enquiry sources into your Jobber lead and customer workflow with standard automations, so a new enquiry arrives with the detail your team needs and the source attached, then we hand it over for you to operate. On Managed Revenue we keep improving those connections for you.
Why it matters. This is the part most businesses are missing. A detail that has to be retyped is a detail that gets delayed, lost or entered wrong. What can be automated depends on your tools and plan, and we will tell you plainly which steps still need a person.
Included: Begins at Growth System: standard automated handoffs and routing, handed off to you. Continuous improvement of the connections is Managed Revenue. New or custom integrations are quoted separately or handled at Managed Revenue. These workflow integrations are not included in the base Foundation package; optional paid Shopify and Amazon add-ons are available separately with any tier.
Quote, schedule, complete, invoice: Jobber and supported tools
What we do. We set up the Jobber lead and customer workflow so the request, the quote, the schedule, the job details and the invoice all sit on one customer record. Follow-up, invoicing and payment steps stay easier to keep moving, where supported by your tools and plan.
Why it matters. The back half of the workflow is where the money is. A job that reaches invoicing without its notes or change orders is a job that gets paid late.
Included: Begins at Growth System: workflow setup and routing, handed off to you, with minor configuration covered by monthly care. Ongoing pipeline visibility and the lead-quality feedback loop are Managed Revenue. Not included in Foundation.
Tracking: knowing what brought the customer in
What we do. Analytics and conversion tracking configured so calls and enquiries are counted and the source stays attached to the customer through the workflow. On Managed Revenue we keep refining the measurement and report on it.
Why it matters. Without it you cannot tell which work came from where, so you cannot tell what is worth repeating next season.
Included: Begins at Growth System: tracking setup and monitoring. Ongoing refinement, reporting and optimization are Managed Revenue. Not included in Foundation.
Ongoing care: keeping the connections working
What we do. A Monthly Care & Maintenance plan that begins at launch and continues while North Shield hosts and supports your system: website hosting, security, backups, performance checks and routine website changes such as copy, image and pricing updates, with a 72-hour target on routine requests.
Why it matters. Platforms change on their own schedule. A connection that quietly stops working is worse than no connection, because nobody notices until the enquiries stop arriving.
Included: Monthly Care & Maintenance is $49.99/month on the base Foundation package, covering the website only. Optional Shopify Basic Setup is $250 CAD one-time plus $29.99 CAD/month for basic care and updates; Amazon Basic Seller Setup is $500 CAD one-time plus $39.99 CAD/month. Setup includes a documented handoff, with ongoing basic technical care on a normal service schedule—not store operations. You own and manage the accounts. Add-on fees are separate from every core package’s setup and monthly fees. On Growth System it is $199.99/month and adds monthly testing of forms and Jobber routing, monitoring of your existing tracking, repair of broken existing connections, minor Jobber configuration, access and permission help, and a quarterly systems-health check. On Managed Revenue it is $399.99/month and adds operating and improving the whole workflow, with highest-priority support.
Improvement: operating the whole workflow
What we do. On Managed Revenue we run and review the full prospecting-to-payment workflow: campaigns and creative, landing pages, form and offer changes, the connections between tools, tracking and reporting. Small, deliberate changes on a schedule, within supported tools and agreed scope.
Why it matters. Fixing the weakest handoff usually costs less than raising the ad budget, and it helps every job that comes after it.
