Field Service

Jobber

Create clients and jobs directly in Jobber during live phone calls.

How it works

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.

During a call

Caller requests service → AI calls jobber_create_job with caller info → finds or creates client → creates job in Jobber → confirms job number to caller.

Features

Duplicate detection by phone number
Auto-create client records
Job creation with title, time, and notes
Full caller details pre-filled
Real-time sync to Jobber
Job number confirmation to caller

Setup

Connect your Jobber account via API key. Map your job types and default workflow settings in the Dialfyne dashboard.

Ready to connect Jobber?

Book a free audit and we will get you set up in under 48 hours.