Stack Page
Starter Stack for 1–5 Techs: Jobber + OpenPhone + Square
A starter stack for 1–5 techs: Jobber (scheduling, job tracking, invoicing), OpenPhone (shared texting and calls so no lost threads), and Square (on-site card and payment links). Schedule in Jobber, talk and text in OpenPhone, get paid via Square. Set up Jobber first, then OpenPhone, then connect Square; plan 4–6 hours total and 2–3 hours training so the team uses all three.
For teams of 1–5 techs who want simple tools that work together and are tired of scattered calendars, lost texts, and slow payments.
Next: If scheduling, texting, and payments are all pain points, set up Jobber first, then OpenPhone, then connect Square; train in one block so everyone knows where to look.
Ready check
Start here if…
- You're ready to use multiple tools together.
- You want tools that work together seamlessly.
- You're ready to invest time in setup and training.
Skip for now if…
- You want a single all-in-one tool.
- You don't have time for setup and training.
- You prefer simpler solutions with fewer tools.
Rule of thumb: If 2+ are true, this stack is a good fit.
What this stack solves
- Scheduling that's scattered across calendars or spreadsheets so nobody has one view of who's where.
- Texts that get lost between personal phones so customer threads disappear when someone's off.
- Payments that are slow or require chasing because you're invoicing after the job with no link or card at closeout.
- Customer history that's hard to find because it's in notes, texts, and memory instead of one place.
Tools in this stack
How they work together
- Jobber handles scheduling and sends job details to techs so the board and customer info are in one place.
- OpenPhone keeps customer texts in one shared inbox so no thread is stuck on a single phone.
- Square collects payments on-site or via payment links so you get paid faster than checks or chasing invoices.
- Jobber tracks customer history and job notes; Square payments can flow to Jobber so everything stays connected.
Setup notes
- Set up Jobber first (takes 2-3 hours to configure scheduling, job types, and invoicing).
- Add OpenPhone for shared texting and calls (takes about 1 hour to set up number and train team on the app).
- Connect Square to Jobber for payment processing (takes about 30 minutes once both accounts exist).
- Train team on all three tools in one block (plan 2-3 hours) so everyone knows where to schedule, where to text, and how to run payment.
When to consider
- You have 1-5 techs and want simple tools that work together without a big implementation.
- You want scheduling, shared texting, and payments in one stack so you're not switching between five apps.
- You're ready for setup time (4-6 hours) and training in exchange for one calendar, one inbox, and same-day payment.
- You want tools that scale as you grow so you're not redoing the stack in a year.
Next step
Pick one path so you can keep moving.
Take the quick check