ChatGPT with Jobber

Hey TurfT and everyone here! This thread has been a great look at what's possible, and WiringByron, you heard right!

Jobber now has an official Claude Connector, a direct MCP connection between Jobber and Claude. You don't need a self-hosted server or a custom developer app, and you don't have to manage credentials yourself. You connect from the App Marketplace and authorize your Jobber account.

On write access, which was Simon's original question: the connector goes beyond read-only. You can:

• Ask about your clients, jobs, quotes, invoices, requests and schedule
• Have Claude point out what needs your attention
• Create new clients, properties and requests directly from Claude

It doesn't cover everything people here have built, like full job creation, status updates or dispatching, but it's a solid starting point. It also means you don't have to deal with the token refresh problems described.

HUGEHomePros, on your question about why this is useful: the biggest win we hear about is asking questions across your data in plain English. For example, "Which clients have open quotes older than two weeks?" or "What does my schedule look like tomorrow?" Those questions would otherwise take several clicks and filters.

Brad-B, matt_kaleafirm, and roofintent, your builds are a great reminder of how much further people want to take this. The team is listening, and threads like this help shape what comes next.

You can find the details and connect here: Claude Connector in the Jobber App Marketplace. Give it a try! 

Love this thread! It's great to look back at how people here were using AI a couple of years ago: WiringByron's cleaning up field notes, ryaantuttle's custom estimator, and Carl_Jarvis's training a CSR on his SOPs.

Seanroz mentioned that connecting AI to Jobber was "a hassle aside from manually uploading CSV files," and WiringByron was copying and pasting between the two. Jobber now has an official ChatGPT Plugin. It links your Jobber account directly to ChatGPT so you don't have to export and upload CSVs anymore.

With it, you can:

• Ask questions about your clients, jobs, quotes, invoices, requests and schedule in plain English, using live Jobber data
• See what needs your attention without digging through reports
• Create new clients, properties and requests from a chat

WiringByron's original CSV workflow becomes a quick question, like "Which invoices are still outstanding this month?" ChatGPT also supports Projects where you can upload your SOPs, price lists and manuals, much like Carl's custom CSR setup, and it can pull live Jobber data on top of that.

You can find the details and connect here: ChatGPT Plugin in the Jobber App Marketplace! 

I think one thing that's cool with Jack GPT is you can take a picture. Tell it to outline each window input of value from small medium to large. It's pretty cool feature. I would check it out. Saves a lot of time and makes the pictures look neat and professional

I have a Handyman business in the UK and worked on the tools for many years until managed to build systems and work on my business as opposed to in my business. Quoting has always been a nightmare and it's been one of the biggest bottlenecks i've came accross apart from hiring subcontractors.

I know live in Vietnam and operate my business remotely while I build systems and processes that automate and streamline.

We heavily rely on Whatsapp quoting now as it's a win-win for us and the customer but we have a lead scoring matrix system which decides if this is viable.

Conju just launched on the Jobber marketplace. We use chat GPT to text back your missed callers and book them so that when you miss calls you don't miss new sales.

ChatCPT is part of my tech stack now. I upgraded to the paid version last month and it's been helping me re work my company handbook.

I am self-taught with AI. I have an Appliance Repair company now, but I used to work in a field that utilized a ton of automation, so it has always fascinated me. I am always looking at ways to integrate automation into my daily routines. ChatGPT was a natural progression in my business. I have been playing with ChatGPT for a couple of years now. 

Being able to upload documents and pictures has been a game changer. There are also several AI models that are specialized for appliance repair. I can upload a 100 page tech manual for a machine and then ask ChatGPT questions and it is basically like having a conversation with the engineer of the unit.

I use the paid version of ChatGPT. I have created my own custom CSR where I uploaded my business details. Name, address, etc. and the different staffing roles. I uploaded my policy and procedure manual, my safety manual, and a plethora of SOP's. I told it how I do my billing based on location for travel costs etc. 

I also gave it a personality that is friendly and understanding, but firm and fair. I use it to quote jobs, generate replies to emails, write up liability waivers and contracts. Make offers to purchase etc.

Basically, anything that you would want to run by the hive mind.

I'm curious to learn more about the note summerizing you mentioned. How did you go about connecting internal notes within Jobber to Chat GPT -- does Chat GPT automatically update notes for you?

I've found connecting Chat GPT and Jobber can be a hassle aside from manually uploading CSV files and asking questions about the data.

YESSSS! We've built out our own custom Chatgpt estimator which allows us to price projects and send out exact scopes of work within minutes. Up until now, this was the ONLY part of the business I could not have someone else do. Now the sky's the limit!