How do I connect Jobber to ChatGPT or Claude?
If you regularly use ChatGPT or Claude to help run your business, you can now make those conversations even more useful by connecting your Jobber account. With the ChatGPT Plugin and Claude Connector, powered by Model Context Protocol (MCP), ChatGPT and Claude can use information from your Jobber account alongside your other connected business tools. That means you can ask questions about your business, get answers based on your actual data, and even get things done in Jobber without jumping between apps. What you can do by connecting Jobber to ChatGPT and Claude: Get a head start on your day. Ask “What’s my schedule looking like today?” and get a rundown of your upcoming jobs and visits. See who’s behind on payments. Ask “Which invoices are still outstanding?” to quickly see what’s overdue and needs your attention. Keep quotes moving. Ask “Which quotes need a follow-up?” to find quotes that are still waiting for a response. Turn emails into requests. Got a new customer inquiry sitting in your inbox? Ask ChatGPT or Claude to create a client and request in Jobber using the details from that email. Spend less time building quotes. Ask ChatGPT or Claude to draft a quote from an existing request or for a new job. It’ll prepare the quote in Jobber for you to review before sending it to your customer. And you’re not limited to asking about Jobber! Since ChatGPT and Claude can connect to other business tools, you can bring information from across your business into one conversation.You don’t need to know anything about coding or AI to get started. Just ask questions the same way you’d ask someone on your team. Learn more and give it a try: 🔗 Connect Jobber to ChatGPT 🔗 Connect Jobber to Claude We’d love to hear how you’d use this! If you could ask ChatGPT or Claude to take one task off your plate, what would it be?54Views0likes0CommentsHow Do I Build a Custom Report in Jobber Without Hiring Someone or Using Spreadsheets?
Every service business tracks things a little differently, and sometimes the answer you need is spread across different places in Jobber. Maybe you want to see which customers haven’t booked again this year, which neighborhoods bring in the most recurring revenue, or which jobs ran over their estimated hours. Getting answers that specific usually means exporting reports, digging through spreadsheets, or paying someone to build the report for you. With the new Custom Report Builder, you just type what you want to see and Jobber AI builds the report from your real numbers, with charts included if you want them. And unlike the standard reports, which only look at one area at a time, a custom report can pull data from across Jobber into one place: quotes, jobs, invoices, timesheets and more. What that looks like: Ask it like you'd ask your office manager. Something like "Show me revenue and labor hours by job type for the last 6 months" or "Which clients bring in the most revenue compared to the hours we spend on their jobs?" Need a change? Just say so. "Add a column for profit," "only show the previous 3 months." It updates and saves the report for you. Pulls from everything from across Jobber. Data from quotes, jobs, invoices, timesheets and more can live together in one report, so you can see the bigger picture without jumping from one report to the other. That's something the standard reports can't do. Save it and check back anytime. Reports live on your Custom Reports page and refresh with your latest numbers. Your team's permissions stay the same, so nobody sees what they shouldn't. Custom Reports are available on the Plus plan 🏗️ Build your first custom report 📖 Learn more 🎥 Watch it in the Jobber Now announcement What's the first report you'd build? Post your prompt below. Might give someone else a good idea!150Views0likes2CommentsJobber Media Opportunity! Using Jobber AI and seeing real results? 👀 We want to feature you.
Jobber's marketing team is looking to connect with a few pros who are using Jobber’s AI tools. We’d love to chat if you: Have noticed measurable wins (more booked jobs, revenue growth, faster replies, fewer missed calls, etc.) Can speak to operational efficiency gains (e.g., handling more inquiries without hiring, delaying headcount, saving meaningful time each week) Feel like AI is giving you a competitive edge in your market Are comfortable sharing high-level numbers (percent growth, hours saved, call volume handled, etc.) Would be open to speaking with media if selected If that sounds like you, send me a DM, and I’ll connect you with our PR team. We’d love to help amplify your story!85Views0likes0Comments