Integrations

Connecting Jobber

Jobber is where a home-services business runs its day — clients, requests, jobs. Connect it and your agent works in your Jobber account during the call rather than leaving you a message to type up afterwards: the caller rings about a blocked drain, and the job is filed against their client record before they have hung up.

What your agent can do

  • Find the client. Given a name or a phone number, the agent looks the caller up in Jobber, so a returning customer doesn't have to spell their address out again.
  • Add a new client. A first-time caller goes into Jobber with their name, phone number and address, so the job has somewhere to attach to.
  • File the request. The job goes in with what's wrong in the caller's own words — not summarised, not translated into trade terms — plus the urgency, when somebody is home, and any access notes about gates, dogs, parking or landlords.

Filing a request is a confirmed action: the agent reads the details back to the caller and gets a yes before anything is written to your Jobber account. Looking a client up isn't — it happens quietly mid-conversation, the way it would if a person were typing while they talked.

Connecting your Jobber account

  1. Open Actions & Integration and press Connect on the Jobber card.
  2. Sign in on Jobber's own consent screen and approve the access. There is no key to paste — it is the same one-click sign-in as Google Calendar and Zoom.
  3. Switch on the operations you want, and enable them on each agent that should use them. Nothing is enabled by default.

Good to know

  • A request is a job somebody still has to schedule. Jobber has no "when are you free" an agent could read out, so the agent never promises an arrival time from it — offering time slots stays with whichever calendar connector you also have on.
  • The problem goes in exactly as the caller said it. "There's water coming through the kitchen ceiling" is more useful to the person turning up than "suspected pipe failure".