Easy Solutions for Jobber to implement
There are several quick items in jobber that can be changed by the programmers to make our lives a bit easier. Case in point - Under "JOBS" , why can the programmer add a drop down to filter for "SALESMAN" , just like in the "QUOTES" Section. I even tried to pull this under the custom reports and it responded with "I can’t create this custom report because the available quote data does not include a salesperson field to group current approved quotes by" Please use this thread to add any items you may think jobber can help out with.How Are Home Service Businesses Preparing for AI Search Visibility?
Search is changing fast. We’ve already seen Google test online estimates and AI-assisted pricing in local search. Now, AI tools are helping homeowners decide who to call, sometimes before they ever visit a website. Scorpion Marketing published a report with the following stats: 22% of homeowners are already using AI tools to research services or get recommendations 80% of business owners say they don’t know how to prepare for AI-driven search visibility We’d love to hear what you’re seeing👇 Have you noticed changes in how customers find you or ask questions? Are you doing anything intentionally today to prep for AI-driven search? If AI search on your radar but still confusing, what question do you have? This space will continue to evolve. Sharing what’s working (or not) across different trades helps everyone get ahead of it!Missed call / Auto text back AI agent
I see a lot of people have these set up with High Level. Is this a game changer do I need this? I do have a human admin that takes all our calls during the day, but sometimes she's already on that line or she's busy, and we miss the odd call. Just thinking I should probably set this up. Looking for some feedback. Thanks a lot.
Best way to handle inbound calls to company line?
Curious yalls thoughts. Looking to not just grow, looking to scale and improve / continue to implement systems. Currently have myself, 1 outside sales rep, and field labor crew (fence install company) current process: customer calls into company # (my cell phone). I try to answer as if it were an office line to answer asap. From that, I confirm I can Text them, I then send a request form via jobber that has basic info / few questions to answer. If / when they fill it out, I add to the schedule for a confirmed day / time to quote on site. etc…… I feel this part is a lot of back and forth, and until I have an in house admin office worker that can answer these calls the first ring - I won’t be able to truly grow / stay efficient. (If I’m tied up, I don’t like calling them back 2 hours later, etc) but also - I love having them fill out the form bc the way I have questions on it, it turns it from a warm lead, to a warmer lead. Any way to streamline this, get more efficient, improve this current process? ANY thoughts or advice - real thankful.AI Integration w/ Jobber! What's Working for Your Stack?
Hey everyone, first post here, excited to be part of the community. I run a residential cleaning operation in McKinney, TX, and I've been building an AI-assisted ops stack around Jobber. Claude is my primary AI layer for things like client communications, scheduling logic, and business analysis, but Jobber doesn't have a native Claude integration, which creates friction. I'm currently evaluating two paths: 1. Build a custom integration via Make, Zapier, or N8N (I have experience with all three) 2. Use an existing AI app that already connects with Jobber natively Before I invest time in a custom build, I wanted to ask the community: has anyone found a solid AI tool that connects directly with Jobber and handles tasks like drafting client messages, analyzing job data, or automating follow-ups? Open to any direction, like: native apps, workflow tools, or APIs you've had success with. Thanks in advance. Rafael AndradeChatGPT with Jobber
Anyone doing anything cool with this ? I'm thinking it could be used for estimating... any other neat things people are doing. Right now all I'm doing is putting some invoices from the wholesaler in chatgpt and asking it to remove the pricing and put it in a point form list for me which it's doing great. I'll also take the notes from the guys in the field and get chat gpt to make it into a nice professional point form list as well. One other thing I've done is take a CSV file report from jobber and put it into chatgpt and get it to analyze the data. Thanks !How Fast Do You Pick Up a Phone Call or Call Someone Back After a Missed Call?
Curious how everyone here handles this, because a new Jobber survey of recent homebuyers turned up a stat that stuck with me: 15% had to follow up repeatedly just to get a response from a contractor 9% never heard back at all Losing potential business due to something that is not a pricing problem or a skill problem should be a wake up call. In a world where 75% of new homeowners hire a pro within their first two years of buying, being the one who calls back first might be the easiest job you win all week! So, what's your business standard? Do you answer within a certain time frame or let it go to voicemail and call back same day? Are there systems set up so nothing slips through the cracks? 👉 Recent Homebuyer Report: It's got homeowner quotes on what made them trust (or ditch) a contractor, plus a breakdown of how each generation actually finds a pro.
Built my own AI operating system on Jobber. One gap: Jobber's text conversations
I run a home services company, and since late September I've been building what I call our "OS": a private web app that connects Claude AI to Jobber, GoHighLevel, RingCentral and Google. I'm not a coder. I built it by describing what I wanted to Claude Code, the same way I built our end-of-day reporting app. Claude connects to the OS through a custom MCP connection, and the OS talks to Jobber through my own Jobber API apps (one read-only, one with write access). Nothing gets sent or created without my approval. Claude proposes it, and I approve it. Here's what it does today: JOBBER - Read: find clients by name, phone, email or address - Read: properties and custom fields - Read: jobs, visits, requests and invoice summaries - Read: price history (past invoices and quotes) - Read: team calendar and open estimate time slots - Read: new requests still waiting on a reply - Write: create new clients (with texting turned on) - Write: create draft quotes GOHIGHLEVEL - Read: contacts, conversations and message history - Write: send SMS replies (opt-outs checked first) RINGCENTRAL (our office texting line) - Read: text conversations and recent calls - Write: send text replies GOOGLE - Read: check service addresses before they go into Jobber SCREENSHOT INTAKE - I drop in a screenshot of a lead, and it pulls out the details, checks whether they're already in Jobber, then creates the client or adds a note BEHIND THE SCENES - Our business rules and price list live in the OS, and Claude reads them live - On/off switches for every kind of write - An activity log of everything it did in each app - When I correct a draft, it logs the change so the drafts get closer to how we actually talk THE ONE GAP: text conversations inside Jobber. Claude can read a customer's texts in GoHighLevel and RingCentral, but not the conversation they're having with us through Jobber's own texting. As far as I can tell, the public API doesn't expose those messages, and there are no webhooks or Zapier triggers for them. Right now I work around it with screenshots and copy/paste. I've emailed Jobber API support and I'm waiting to hear back. Has anyone found a way to read (or send) Jobber text messages through the API or an integration? Or is there a setting or solution I'm missing? I'd love to hear how others are handling it, and I'm happy to share what I learned along the way.
