Field Service
Dialfyne + Jobber
Create clients and jobs directly in Jobber during live phone calls.
Conversation completed
Call details captured in Dialfyne
Outcome prepared
Caller requests service → AI calls jobber_create_job with caller info → finds or creates client → creates job in Jobber → confirms job number to caller.
Jobber updated
The right record now has the context
One clean handoff
From conversation to system of record.
Your AI can create clients and jobs directly in Jobber during a live phone call. When a caller books service, the AI first searches Jobber by phone number to avoid duplicates. If they're new, it creates a client record with name, phone, email, and address. Then it creates a job linked to that client with a title, scheduled time, and notes. Your field service team sees the new job in Jobber immediately with all caller details pre-filled.
What moves automatically
ConnectedControlled setup
Connect your Jobber account via API key. Map your job types and default workflow settings in the Dialfyne dashboard.
Visible by design
Every sync stays attached to a real conversation and outcome, so your team can review the context.
Built for the next step
The integration moves the useful detail forward instead of dumping another block of unstructured notes.
Ready when you are
Put Jobber in the loop.
We’ll map the workflow with you and make sure the handoff fits how your team works.