Jobber is the most common CRM for small home-service businesses. We connect through Jobber's GraphQL API after an OAuth handshake. The chat widget and AI voice agent create Clients, Requests, Quotes, and Jobs in your Jobber account.
Jobber's webhook subscriptions fire on Client, Request, Quote, Job, Invoice, and Payment events. Those are the moments where AI follow-ups make the biggest difference: a polite SMS when a quote has been sitting unread, an AI voice call when an invoice is overdue, an email reminder before a scheduled visit.
Popular workflow recipes
When this happens → do that
When
Jobber quote sent + unread for 48h
Then
AI follow-up SMS asking if there are questions
When
Jobber invoice 7+ days overdue
Then
Polite dunning email + AI voice at day 14
When
Chat books a service request
Then
Create Jobber Client + Request, send confirmation SMS
Triggers & Actions
4 triggers · 4 actions
Triggers
From Jobber
events that fire workflows
Quote sent / updated
Fires on each quote state change.
Job scheduled / completed
Drive pre-visit reminders and post-job reviews.
Invoice updated
Outstanding, overdue, paid — each one a workflow trigger.
Payment received
Halts dunning sequences instantly.
Actions
Into Jobber
what we do in the connected app
Create Client + Request
From chat, voice, and forms, with deduplication.
Create Quote
Tied to the right client and property.
Create Job
Scheduled into the right service category and crew.
Attach conversation summary
On the Client record.
How to connect Jobber
~10 minutes
1
Open Workflows → Integrations → Jobber in the dashboard and click Connect with Jobber.
2
Walk through Jobber's OAuth login and approve the requested scopes (clients, requests, quotes, jobs, invoices, webhook subscriptions).
3
Pick the default request type / job category for new chat-sourced requests.
4
Subscribe to the Jobber webhook events you want to drive AI follow-ups — typically Quote Updated, Job Created, Invoice Updated, and Payment Received.
5
Run a test chat and confirm a Client + Request appears inside Jobber with the conversation summary.