crm

Add Jobber to your AI agent

Jobber is a field service management platform for managing clients, jobs, scheduling, quotes, invoices, and payments.

Things your agent can do in Jobber
36

Things your AI can do in Jobber

Your FormWise AI can handle any of these in Jobber — on its own, without you needing to click a button.

  • Create Client

    Create an individual or company client in Jobber with optional primary email and phone contact details. Provide at least one of first_name, last_name, or company_name. Jobber provides no client deletion path, so this leaves a persistent record.

  • Create Custom Field Configuration

    Create one Jobber TEXT, LINK, AREA, TRUE_FALSE, NUMERIC, or DROPDOWN custom-field definition through a fixed type-specific mutation. WARNING: this persistent administrative write requires Jobber Connect+ (Connect or higher) and the Custom Field Configurations write permission. Creation is persistent, and Jobber provides apps no supported cleanup or deletion path for a custom field they configure.

  • Create Job

    Create a basic one-off Jobber job for an existing property with an explicit invoicing strategy. Jobber provides no job deletion path, so this leaves a persistent record.

  • Create Note

    Create a note on exactly one Jobber client, job, quote, invoice, or request. The resource type selects a fixed provider mutation, and unsupported cross-resource link options are rejected. Created notes persist, and this toolkit has no general delete-note action across all five resource types. Attachments are not supported.

  • Create Quote

    Create a persistent draft quote for an existing Jobber client and property with one or more explicit line items. Setting a line item's save_to_products_and_services flag to true also creates a persistent copy in Jobber's products and services catalog. Jobber exposes no quote deletion root, so this action leaves a persistent business record.

  • Disconnect App

    Permanently disconnect this connected account from the Jobber app, immediately revoking its access and refresh tokens. This cannot be undone; future Jobber calls require reconnecting through OAuth.

  • Get Account

    Return the connected Jobber account's identity and basic company details.

  • Get Client

    Return one client, its basic properties, and up to 10 normalized notes by opaque Jobber client ID. Note IDs can be passed to Update Note.

  • Get Invoice

    Return one invoice's receivables summary, client, salesperson, and up to 10 normalized notes by opaque Jobber invoice ID.

  • Get Job

    Return one job's status, schedule, totals, client, property, and up to 10 normalized notes by opaque Jobber job ID. Note IDs can be passed to Update Note.

  • Get Product Or Service

    Return one catalog product, service, or labour item by opaque Jobber catalog ID. A supplied unknown catalog ID fails with Jobber's GraphQL error because this root is non-null.

  • Get Property

    Return one service property and its owning client by opaque Jobber property ID.

Show 24 more things it can do
  • Get Quote

    Return one quote's financial summary, client, property, salesperson, and up to 10 notes by opaque Jobber quote ID.

  • Get Request

    Return one work request and up to 10 normalized notes by opaque Jobber request ID. Note IDs can be passed to Update Note.

  • Get Time Sheet Entry

    Return one time sheet entry by opaque Jobber ID.

  • Get User

    Return a Jobber user by ID, or the current authorized user when user_id is omitted.

  • List Clients

    Search and filter clients in the connected Jobber account, returning one cursor-paginated page.

  • List Custom Field Configurations

    List custom-field definitions by target, value type, or creating app, with type-specific defaults and one cursor page. This read was verified on Core; Jobber documents custom-field configuration features as Connect or higher.

  • List Invoices

    Search and filter invoices by client, status, or due date, returning one cursor-paginated page.

  • List Jobs

    Search and filter jobs by status, type, schedule, or assignee, returning one cursor-paginated page.

  • List Notes

    List one cursor page of notes for a Jobber client, job, quote, invoice, or request. An initial call requires resource_type and resource_id. Each opaque LIST_NOTES continuation retains the original resource type, resource ID, and limit, so pass only its cursor for later pages. A raw notes_next_cursor from the matching bounded GET tool requires resource_type and resource_id.

  • List Products And Services

    Return one cursor-paginated page of catalog products, services, and labour items.

  • List Properties

    Search properties or list those belonging to a client, returning one cursor-paginated page.

  • List Quotes

    Search and filter quotes by client, status, salesperson, or creation time, returning one cursor-paginated page.

  • List Requests

    Search and filter work requests by client, property, status, assignee, or timestamp, returning one cursor-paginated page.

  • List Scheduled Items

    List visits, tasks, events, assessments, and reminders for a required date-time range, optionally including unassigned or unscheduled items, one cursor-paginated page at a time.

  • List Time Sheet Entries

    Filter time sheet entries by user, approval, payable state, active timer, or timestamps, returning one cursor-paginated page.

  • List Users

    Search Jobber users by name or activation status and return each user's account status and role details in one cursor-paginated page.

  • List Visits

    Filter scheduled or unscheduled visits by status, time, assignee, or billing state, returning one cursor-paginated page.

  • Update Client

    Update a Jobber client's identity, communication preferences, or tags, or add primary email or phone details. Provide at least one update field in addition to client_id; added contact records do not replace existing records.

  • Update Custom Field Configuration

    Rename or update the type-specific default of an existing Jobber custom field. Requires Jobber Connect or higher and the app's Custom Field Configurations permission. field_type is needed only for type-specific updates and must match the existing field; this action cannot change appliesTo, readOnly, transferable, or the field's value type.

  • Update Invoice

    Update an existing Jobber invoice's customer-facing text, issue or due terms, discount, salesperson, or payment options. This is a financial write: discounts can change the invoice total, due terms can change when payment is owed, and payment switches can change how the client may pay.

  • Update Job

    Update an existing Jobber job's basic details, timeframe, salesperson, or review-request preference. Provide at least one update field.

  • Update Note

    Update a note discovered on a Jobber client, job, quote, invoice, or request. Dispatches only to the fixed mutation for resource_type and requires at least one supported update field. Link compatibility: CLIENT supports invoices/jobs/quotes/requests; JOB supports invoices; QUOTE supports invoices/jobs; REQUEST supports invoices/jobs/quotes; INVOICE supports no link flags.

  • Update Product Or Service

    Update an existing Jobber catalog item's pricing, visibility, scheduling, classification, or self-serve quantity settings. Financial fields affect the item as follows: default_unit_cost changes the default customer price, internal_unit_cost changes the internal cost used to track profitability, markup changes the markup percentage, and taxable controls whether the item is subject to tax. Provide at least one update field in addition to product_or_service_id.

  • Update Quote

    Update an existing Jobber quote's customer-facing text, quote number, pricing modifiers, salesperson, or payment options. Provide at least one update field in addition to quote_id.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Jobber is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Jobber, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Jobber for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Jobber work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Jobber to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Jobber in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Jobber.

  3. 3

    Hit "Connect"

    Click "Connect Jobber" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Jobber

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Jobber actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Jobber for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Jobber workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Jobber users had before signing up

Do I need to know how to code?

Not even a little. If you can use Jobber today, you can set this up. You'll connect Jobber, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Jobber login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Jobber or delete everything any time.

What happens when Jobber updates their app?

We handle it. When Jobber adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Jobber takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Jobber — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Jobber on FormWise

Jobber is a field service management platform for managing clients, jobs, scheduling, quotes, invoices, and payments.

Connect Jobber once and your FormWise AI gets 36 things it can do inside it. That means your AI can handle the Jobber work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Jobber? Take a look at www.getjobber.com.

Stop doing the Jobber work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.