# Jobber

Create a client and a request in Jobber for each booking or call with Zapier, with the call summary as the request's details.

Updated Nov 3, 2026. Source: https://smallbusinesschatbot.com/docs/integrations/field-service/jobber

- **Route:** Zapier, with the Small Business Chatbot app's triggers and Jobber's Zapier actions
- **Sign-in:** Your Small Business Chatbot account and your Jobber account, both from Zapier
- **Time to set up:** About fifteen minutes

## What this does

When the AI receptionist books an estimate or a visit, or finishes a call, a Zap finds or creates the client in Jobber and adds a request with the address, the time and what the customer asked for. Your team quotes and schedules it from Jobber as usual.

## Before you start

- The Small Business Chatbot app connected in Zapier: [Zapier](https://smallbusinesschatbot.com/docs/integrations/automation/zapier).
- A Jobber account on a plan that includes Jobber's Zapier integration. Jobber lists it on its Connect and Grow plans.

## Build the Zap

1. **Pick the trigger**

   In Zapier, create a Zap with the Small Business Chatbot app and **Appointment Booked** to send each booked visit. Use **Call Ended** ([what a call carries](https://smallbusinesschatbot.com/docs/workflows/triggers/call-ended)) or **Chat Ended** to send every new caller, booked or not.

2. **Find or create the client**

   Add Jobber's **Find or Create Client** action. Map the invitee's name, phone and email from the booking, or First name, Phone and Email from a call.

3. **Create the request**

   Add Jobber's **Create Request** action for that client. Put the appointment's start time and location in the request, and **Action items** in its details when the trigger is a call or a chat.

4. **Turn the Zap on**

   Test each step in Zapier, then turn the Zap on.

What each trigger carries is under [Payload sample](https://smallbusinesschatbot.com/docs/integrations/automation/zapier#payload-sample). An appointment event carries the title, start and end times, time zone, the invitee's name, email and phone, and the location ([Appointment events](https://smallbusinesschatbot.com/docs/workflows/triggers/appointment-events)).

## Other Jobber actions

Jobber's Zapier app also has **Create Client**, **Create Job**, **Create Quote**, **Add Note to Request**, **Add Tags to Client** and **Find Client**. **Add Note to Request** is a good place for the call transcript.