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Jobber clients, jobs and quotes, handled on your business calls.

Connect Jobber and your agent can look up clients, create new client records, open jobs for existing properties, and draft quotes while it is on the phone. Callers get answers from your live Jobber data, and you get the record created before the call ends. Connect with your own Jobber credentials from its settings, and your agent works only within the access you give it.

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What your agent can do with Jobber

  • Look up a client and their notes by name or ID while on the call
  • Create new client records with name, email and phone captured from the caller
  • Open a one-off job for an existing property with your chosen invoicing setup
  • Draft a quote with line items for a client and property, ready for you to review
  • Add a note to a client, job or quote so the next team member sees what was said

Jobber exposes 36 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound quote request from a new customer

  1. Caller

    Hi, I need someone to look at a leaking pipe at my house on Alder Street. Can you set that up?

  2. Agent

    Of course. Can I take your first and last name and the best number to reach you?

  3. Caller

    Dana Whitfield. The number is 555 0142.

  4. Agent

    Thanks, Dana. I have created your client record and noted the leak on Alder Street. Our team will draft a quote and you will get it by email today.

Existing client checking a job

  1. Caller

    Hello, this is Marcus Bell. Is my kitchen repair still scheduled for Thursday?

  2. Agent

    Let me check, Mr. Bell. I can see your kitchen repair job on Thursday morning. Would you like me to add a note asking the crew to call before arriving?

  3. Caller

    Yes, please. That would be helpful.

  4. Agent

    Done. The note is on your job, so the crew will see it before they head out.

Follow-up call on an outstanding quote

  1. Agent

    Good morning, this is calling from the office on behalf of Riverside Landscaping. Am I speaking with Priya Nair?

  2. Caller

    Yes, speaking.

  3. Agent

    We sent you a quote for the garden redesign last week. Did you have any questions, or would you like me to book a site visit?

  4. Caller

    Book the visit for next Tuesday afternoon, please.

  5. Agent

    Booked for Tuesday afternoon. I have added a note to your quote so the team knows you are ready to go ahead.

How to connect Jobber

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Jobber

    From Integrations in the dashboard, choose Jobber and enter the connection details from your Jobber account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Jobber actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Use cases that use Jobber

Industries

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Questions, answered.

Does the agent work with Jobber during the call or after it?

It works during the call. Your agent can look up clients, create records and add notes while the caller is still on the line. Anything it creates is saved in your Jobber account straight away.

What do I need to connect Jobber?

You need an active Jobber account and its connection details from your Jobber settings. Sign in to your AgentCalls dashboard, choose Jobber and enter those details. Your agent only uses the access you grant.

Which plan includes the Jobber integration?

Tool integrations, including Jobber, are included from the Growth plan.

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Put your agent to work with Jobber.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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