
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.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales18 min / weekManual quote follow-up
Sales reps track sent quotes in a spreadsheet and call clients individually to chase approvals before the expiry date.
Sales Agent0 minAgent 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.
- Marketing13 min / weekSeasonal campaign list-pull
Marketing manually exports Jobber client lists by service tag each season to build re-engagement email audiences.
Marketing Agent0 minAgent 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 Support18 min / weekPost-job satisfaction follow-up
Support reps manually compile completed-job lists each day and send survey emails one by one or in bulk from a template.
Customer Support Agent0 minAgent 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 Resources7 min / weekWeekly technician hours tally
HR staff manually cross-reference Jobber job completions against timesheets to verify hours before processing payroll.
Human Resources Agent0 minAgent 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.
- Finance13 min / weekInvoice-to-payment reconciliation
Finance manually matches incoming bank transfers to Jobber invoices, updating payment status one record at a time.
Finance Agent0 minAgent 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.
- Operations25 min / weekDaily job dispatch briefings
The dispatcher manually compiles job details for each technician each morning — address, client notes, equipment needed — and sends them via text or email.
Operations Agent0 minAgent 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.
- Legal6 min / weekService contract expiry tracking
Legal manually monitors spreadsheet records of service contract start dates and flags renewals 30 days in advance for client outreach.
Legal Agent0 minAgent 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.
Calculate what your team saves
Based on Jobber's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
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.