Integration guide

Jobber

Connect Jobber and your agent runs your job board. Your schedule, quotes, jobs, and clients, handled from a text, without opening Jobber.

Real screen. Ask in plain words, it does the work.

What your agent can do

Once Jobber is connected, this is the work it takes off your plate:

See your scheduleToday, tomorrow, the week, in one answer.

Update & close jobsMark done, add notes, log a visit.

Send & track quotesDraft, send, and chase quotes.

Look up a clientTheir jobs, history, and what's open.

Book with drive timeSchedule a job and add the buffer.

Text confirmationsCustomers get a heads-up automatically.

How to connect it

About 30 seconds. You only do it once.

Open your Connect page

Tap the link in your welcome email.

Find Jobber, tap Connect

It's under “Field service management.”

Sign in to Jobber and approve

Jobber's own secure sign-in opens.

Done

The card shows “Connected.” Try: “What's on my schedule tomorrow?”

10 things to ask it

Copy these, or say them your own way.

What's on my schedule tomorrow?

Mark the Davis job complete.

Send the Miller quote for $4,200.

Who's booked this week?

Move the Garcia job to Friday 9am.

Text tomorrow's customers a confirmation.

Pull up the Thompson job history.

What quotes haven't I heard back on?

Add a note to the Wilson job.

Book the Lee estimate Thursday at 2.

What it can see

Only your Jobber jobs, quotes, schedule, and clients, so it can answer and act for you.

It uses Jobber's own secure sign-in, never your password, and you can disconnect anytime from your Connect page. Your data is never changed by disconnecting.

Common problems

Jobber says “disconnected”

Sign-in expired. Open your Connect page, tap Jobber, sign in again.

It can't find a job

Give it a bit more (client name + address), or check the spelling in Jobber.

A quote didn't send

Make sure the client has an email in Jobber, then ask it to resend.

Wrong job updated

Be specific: client name plus job type. It confirms before big changes.

Still stuck on Jobber?

Email your business name and what you were trying to do. A real person answers, usually same day.

✉ support@nodesk.io