Field Service

AI Agent for
Jobber

Connect Jobber to your AI voice and chat agent to look up customers, schedule jobs, create quotes, and pull work history — all during live calls.

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How It Works

Get up and running in minutes — no code required.

1

Log into the Client Portal and assign Jobber to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts handling service calls with live Jobber data — booking appointments, looking up customers, and checking schedule availability.

Key Features

Everything your AI needs to handle Jobber inquiries like a pro.

Customer Lookup

Your AI searches Jobber clients by phone, email, or name — pulling up property details, service history, outstanding quotes, and upcoming appointments instantly.

Job Scheduling

Callers can book service visits through your AI. It checks your Jobber schedule for available time slots and creates jobs with the right service type and team assignment.

Quote & Invoice Access

Your AI pulls up existing quotes and invoices during calls so customers can check pricing, approve estimates, or ask about outstanding balances.

Work History

Your AI accesses a customer's full job history — past visits, completed work, photos, notes, and follow-up recommendations — for informed phone support.

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See It in Action

Here's how your AI handles a real Jobber conversation.

Caller

Hi, I got a quote from you guys last week for gutter cleaning. I'd like to go ahead with it.

AI Agent

Great! Let me pull up your account. What name is it under?

Caller

Mike Thompson.

AI Agent

I found your account, Mike. I see the quote from March 7th for gutter cleaning and downspout flush at $275. I can schedule that for you. We have availability this Thursday morning or Friday afternoon — which works better?

Caller

Thursday morning is good.

AI Agent

You're booked for Thursday, March 20th, between 8 and 10 AM. You'll get a confirmation text with your technician's details. The quote of $275 stands. Is there anything else I can help with?

Frequently Asked Questions

Can it create jobs directly in Jobber?
Yes. Your AI creates jobs in Jobber with the correct service type, assigned team, and customer record — following your scheduling rules and availability.
Does it see my team's availability?
Yes. Your AI checks your Jobber schedule in real time to offer callers accurate time slots, avoiding double-bookings and respecting team capacity.
Can customers approve quotes by phone?
Your AI can walk customers through quote details and note their approval. The actual quote approval is recorded in Jobber for your team to finalize.
Does it work with Jobber's client hub?
Yes. Information your AI provides is consistent with what customers see in their Jobber client hub — same pricing, same job statuses, same appointment details.
What trades does this work for?
Any home service business using Jobber — HVAC, plumbing, electrical, landscaping, cleaning, pest control, roofing, painting, and more.

Ready to Connect Jobber?

Set up your AI + Jobber integration in under 5 minutes.

Get Started Talk to DASH