Jobber appears in Settings under “Your job software” for home service businesses.
How to connect
- In your dashboard, open “Settings”. (On a phone, tap the menu button at the top left first.)
- Find “Your job software”, then Jobber, and tap “Connect Jobber”.
- Sign in to Jobber and allow access.
- You come back to Settings with “Jobber connected”.
Only owners and admins of the business can connect or disconnect apps. Members can see them but not change them.
When something is sent
Only when the customer asked for work: the call or chat was booked, a message was taken, or it was urgent. Questions alone aren't sent.
What gets sent
- The client: found by phone number (or email), or added if they're new.
- A request, titled with what they need. Urgent ones start with “URGENT:”.
- A note on the request: what they need, how urgent it is, the service address, the time they asked for, their phone and email, and the summary.
- The address is only filed as the property when it's clear. Otherwise it stays in the note, so nothing goes to the wrong property.
It needs the customer's phone number or email. Test calls and test chats from your dashboard are never sent.
Reconnect or disconnect
- If the row says “Needs attention”, it shows what went wrong in plain words. Press “Reconnect” (or change the key) to fix it.
- To stop, press “Disconnect” and confirm. New calls and chats won't be sent to Jobber any more. Nothing already in Jobber is deleted.