Jobber

Jobber

· #109 most-used

Run your field-service business on autopilot

SchedulingFinanceCRMAutomationProjectsFormsSupport

Jobber is the operations platform built for home-service businesses — it manages scheduling, quoting, invoicing, and client records for contractors, landscapers, plumbers, cleaners, and every trade in between. Connect it to Actionist and your agents can create clients on inbound leads, dispatch jobs from approved quotes, generate invoices the moment a technician marks a job complete, and chase overdue payments without a human touching a single screen.

Average time saved
10 hours
per person · per month
1 workdays back

Eliminates manual work. Automating the manual steps between a new enquiry and a paid invoice — client creation, job dispatch, invoice generation, and payment follow-up — eliminates the repetitive admin that eats 6 or more hours a week in a typical field-service operation.

Schedule

What your Jobber agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Mon
Tue
Wed
Thu
Fri
7am
8am
9am
10am
11am
12pm
1pm
2pm
3pm
4pm
5pm
6pm
Agents
Multi-app workflows

Jobber × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~31 hrsSaved / week
6Personas served
customer-success★ FeaturedSaves 20m saved · runs ~25× /week

New service request to booked job in 60 seconds

When a homeowner emails requesting a quote, the agent finds or creates their Jobber client record, creates a service request with the job description and property details, notifies the assigned account manager in Slack, and blocks the initial site-visit slot on Google Calendar — from inbox to scheduled in under a minute, with zero dispatcher involvement.

Trigger: When a new service request email arrives in the support inbox
Step 1 trigger
Gmail
Detect inbound service request email
Step 2 read
Jobber
Find or create client from email address
Step 3 write
Jobber
Create service request with job description and property details
Step 4 write
Slack
Notify account manager with client name and request summary
Step 5 write
Google Calendar
Block site-visit assessment slot on dispatcher calendar
Zero requests lost between inbox and Jobber
Savings

What this looks like for your team

The comparison strip shows real manual tasks your agent replaces. The calculator translates that into your team's numbers.

Without Actionist
With Jobber agent
  • Sales
    Manual quote follow-up
    Sales reps track sent quotes in a spreadsheet and call clients individually to chase approvals before the expiry date.
    18 min/week
    Sales Agent
    Agent chases every quote automatically
    When a quote is sent, the agent schedules personalised follow-up emails at 48 hours and 1 day before expiry — approval rates climb without a rep lifting a finger.
  • Marketing
    Seasonal campaign list-pull
    Marketing manually exports Jobber client lists by service tag each season to build re-engagement email audiences.
    13 min/week
    Marketing Agent
    Agent segments and launches on schedule
    Each quarter the agent lists clients by tag, builds the campaign segment, and fires the email sequence — campaigns run on time without a manual data pull.
  • Customer Support
    Post-job satisfaction follow-up
    Support reps manually compile completed-job lists each day and send survey emails one by one or in bulk from a template.
    18 min/week
    Customer Support Agent
    Agent sends surveys the moment jobs close
    When a Job Closed trigger fires, the agent dispatches the satisfaction survey instantly — response data is collected in real time, not days later.
  • Human Resources
    Weekly technician hours tally
    HR staff manually cross-reference Jobber job completions against timesheets to verify hours before processing payroll.
    7 min/week
    Human Resources Agent
    Agent reconciles hours from job data
    Each Friday the agent lists completed jobs by technician, sums scheduled durations, and posts a verified hours summary to the HR Slack channel for final review.
  • Finance
    Invoice-to-payment reconciliation
    Finance manually matches incoming bank transfers to Jobber invoices, updating payment status one record at a time.
    13 min/week
    Finance Agent
    Agent reconciles payments in real time
    When a payment arrives, the agent fetches the matching Jobber invoice, verifies the amount, marks it paid, and updates the AR sheet — reconciliation is continuous, not monthly.
  • Operations
    Daily job dispatch briefings
    The dispatcher manually compiles job details for each technician each morning — address, client notes, equipment needed — and sends them via text or email.
    25 min/week
    Operations Agent
    Agent sends crew briefings automatically
    When a new job is created, the agent compiles the client property notes, access code, and job instructions into a Slack message sent directly to the assigned technician — zero manual prep.
  • Legal
    Service contract expiry tracking
    Legal manually monitors spreadsheet records of service contract start dates and flags renewals 30 days in advance for client outreach.
    6 min/week
    Legal Agent
    Agent flags renewals proactively
    The agent queries Jobber for recurring clients and creates renewal-reminder tasks 45 days before contract expiry, surfacing them to legal before the deadline — no spreadsheet required.

+ 100s of other automations your agent handles

Average monthly savings
10 hours / person
ROI calculator

See what your team gets back

Team size
10 people
Fully-loaded rate
$20 / hour
Hours / week
25
Hours / year
1,250
Annual ROI
$25,000

Baseline: 2.5 hrs saved per person per week, across the full Jobber automation set.

Connect

How to plug Jobber into Actionist

Pick the connection method that suits your environment.

The fastest path to Jobber. Install Jobber's MCP server in one click — the agent reaches your clients, jobs, quotes, and invoices through a permissioned OAuth handshake with no tokens to rotate or store.

1
Open the Apps tab

Find Jobber in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Jobber

You'll be redirected to Jobber's OAuth screen. Log in with your Jobber account and grant Actionist access to read and write clients, jobs, quotes, and invoices for your company.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Read the Jobber docs →
Actions

17 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

10 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Jobber

Reusable agent skills that work well alongside this app.

Jobber

Direct Jobber API integration via managed OAuth — create and retrieve clients, jobs, invoices, quotes, and service requests for field-service operations.

MCP servers

MCP servers that work with Jobber

Connect Actionist to MCP servers built for or around this app.

No MCP servers indexed for this app yet.
FAQs

Questions about Jobber + Actionist

Which Jobber objects can the agent read and write?
Once connected, the agent can create and retrieve clients, jobs, quotes, invoices, and service requests. It can also add tags to clients, append notes to requests, update existing jobs, and list records with status filters. The full action catalog covers 17 operations across these core Jobber objects.
How does the agent connect to Jobber — OAuth or API key?
The recommended path is MCP, which uses a standard Jobber OAuth flow: you authorise Actionist in the Jobber interface, no tokens to copy or rotate. If you need server-side access without a browser flow, use the API Token method with a credential generated in the Jobber Developer Center at developer.getjobber.com.
Will the agent trigger infinite loops if it both listens for Job Updated events and updates jobs itself?
No, as long as you scope the trigger filter. Use Jobber's webhook payload fields to check which field changed before writing back — for example, only update a job if the status field has changed to a value your agent did not set. Add a provenance tag like 'actionist-updated' to job notes so the agent can skip events it originated.
Can the agent create invoices directly, or only from approved quotes?
Both. The Create Invoice action generates a Jobber invoice independently from any job or quote — useful for deposit invoices or ad-hoc billing. The Job Closed trigger workflow assembles line items from the completed job and creates the invoice automatically. The Quote Approved trigger can also fire a deposit invoice for high-value projects.
What permissions does the OAuth connection need?
The MCP connection requests read and write access to clients, jobs, quotes, invoices, and requests. If your Jobber plan restricts API access to certain user roles, ensure the account used during the OAuth authorisation has admin-level permissions — otherwise write actions like Create Job or Create Invoice will fail with a 403 error.
How many API requests can the agent make before hitting Jobber's rate limits?
Jobber's API uses a GraphQL quota system based on complexity points per request, not a flat requests-per-minute cap. List queries that return large result sets consume more quota than single-record reads. For high-volume batch workflows — like monthly invoice generation for hundreds of clients — sequence the writes 1–2 seconds apart or batch them in off-peak windows to stay well within quota.
Can the agent run scheduled workflows without a live trigger?
Yes. Calendar jobs in Actionist run on a defined schedule — for example, every Monday at 8 AM the agent lists Jobber jobs for the week and dispatches crew briefings, or every Friday it queries overdue invoices and queues payment chasers. No incoming Jobber event is required; the agent initiates the workflow on its own clock.
Does disconnecting Jobber from Actionist delete any data?
No. Disconnecting removes Actionist's authorisation token and stops any active triggers from firing, but it does not delete any records in Jobber or in Actionist's memory. You can reconnect at any time and workflows will resume. Jobber retains all client, job, and invoice data on your account independently of Actionist.