
Jobber
· #109 most-usedRun your field-service business on autopilot
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.
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.
What your Jobber agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Jobber × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
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.
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.
- SalesManual quote follow-upSales reps track sent quotes in a spreadsheet and call clients individually to chase approvals before the expiry date.18 min/weekSales AgentAgent chases every quote automaticallyWhen 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.
- MarketingSeasonal campaign list-pullMarketing manually exports Jobber client lists by service tag each season to build re-engagement email audiences.13 min/weekMarketing AgentAgent segments and launches on scheduleEach 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 SupportPost-job satisfaction follow-upSupport reps manually compile completed-job lists each day and send survey emails one by one or in bulk from a template.18 min/weekCustomer Support AgentAgent sends surveys the moment jobs closeWhen a Job Closed trigger fires, the agent dispatches the satisfaction survey instantly — response data is collected in real time, not days later.
- Human ResourcesWeekly technician hours tallyHR staff manually cross-reference Jobber job completions against timesheets to verify hours before processing payroll.7 min/weekHuman Resources AgentAgent reconciles hours from job dataEach 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.
- FinanceInvoice-to-payment reconciliationFinance manually matches incoming bank transfers to Jobber invoices, updating payment status one record at a time.13 min/weekFinance AgentAgent reconciles payments in real timeWhen 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.
- OperationsDaily job dispatch briefingsThe dispatcher manually compiles job details for each technician each morning — address, client notes, equipment needed — and sends them via text or email.25 min/weekOperations AgentAgent sends crew briefings automaticallyWhen 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.
- LegalService contract expiry trackingLegal manually monitors spreadsheet records of service contract start dates and flags renewals 30 days in advance for client outreach.6 min/weekLegal AgentAgent flags renewals proactivelyThe 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
See what your team gets back
Baseline: 2.5 hrs saved per person per week, across the full Jobber automation set.
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.
Find Jobber in the Apps library and click Connect. MCP is selected by default.
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.
Actionist runs a read-only call to verify the handshake. You're ready.
17 actions your agent can call
Read and write operations available to your Actionist agent.
10 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Jobber
Reusable agent skills that work well alongside this app.
Direct Jobber API integration via managed OAuth — create and retrieve clients, jobs, invoices, quotes, and service requests for field-service operations.
MCP servers that work with Jobber
Connect Actionist to MCP servers built for or around this app.