Jobber

Jobber

· #109 most-used

Run your field-service business on autopilot

SchedulingFinanceCRMAutomationProjectsFormsSupport

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.

Average time saved
10 hours
per person · per month
1 workdays back

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.

Schedule

What your Jobber agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
TueThu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Jobber × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~31 hrsSaved / week
6Personas served
For customer success
Featured4 apps

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.

~8 hrs / week

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new service request email arrives in the support inbox
Result
Create service request with job description and property detailsNotify account manager with client name and request summaryBlock site-visit assessment slot on dispatcher calendar
The win
Saved per run
20 min
Runs / week
~25×
Zero requests lost between inbox and Jobber
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    18 min / week
    Manual quote follow-up

    Sales reps track sent quotes in a spreadsheet and call clients individually to chase approvals before the expiry date.

    Sales Agent
    0 min
    Agent chases every quote automatically

    When 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.

  • Marketing
    13 min / week
    Seasonal campaign list-pull

    Marketing manually exports Jobber client lists by service tag each season to build re-engagement email audiences.

    Marketing Agent
    0 min
    Agent segments and launches on schedule

    Each 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 Support
    18 min / week
    Post-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 Agent
    0 min
    Agent sends surveys the moment jobs close

    When a Job Closed trigger fires, the agent dispatches the satisfaction survey instantly — response data is collected in real time, not days later.

  • Human Resources
    7 min / week
    Weekly technician hours tally

    HR staff manually cross-reference Jobber job completions against timesheets to verify hours before processing payroll.

    Human Resources Agent
    0 min
    Agent reconciles hours from job data

    Each 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.

  • Finance
    13 min / week
    Invoice-to-payment reconciliation

    Finance manually matches incoming bank transfers to Jobber invoices, updating payment status one record at a time.

    Finance Agent
    0 min
    Agent reconciles payments in real time

    When 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.

  • Operations
    25 min / week
    Daily 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 Agent
    0 min
    Agent sends crew briefings automatically

    When 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.

  • Legal
    6 min / week
    Service contract expiry tracking

    Legal manually monitors spreadsheet records of service contract start dates and flags renewals 30 days in advance for client outreach.

    Legal Agent
    0 min
    Agent flags renewals proactively

    The 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.

+ 100s of other Jobber automations
Average monthly
10 hrs / person / month
Average monthly
10 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 people
Hourly rate
$20 / hr
Hours saved / week
25
Hours saved / year
1,250
Annual ROI
$25,000

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.

Connect

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.

1
Open the Apps tab

Find Jobber in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Jobber

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.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Actions

17 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

10 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Jobber

Reusable agent skills that work well alongside this app.

Jobber

Direct Jobber API integration via managed OAuth — create and retrieve clients, jobs, invoices, quotes, and service requests for field-service operations.

MCP servers

MCP servers that work with Jobber

Connect Actionist to MCP servers built for or around this app.

No MCP servers indexed for this app yet.
FAQs

Questions about Jobber + Actionist

Which Jobber objects can the agent read and write?
Once connected, the agent can create and retrieve clients, jobs, quotes, invoices, and service requests. It can also add tags to clients, append notes to requests, update existing jobs, and list records with status filters. The full action catalog covers 17 operations across these core Jobber objects.
How does the agent connect to Jobber — OAuth or API key?
The recommended path is MCP, which uses a standard Jobber OAuth flow: you authorise Actionist in the Jobber interface, no tokens to copy or rotate. If you need server-side access without a browser flow, use the API Token method with a credential generated in the Jobber Developer Center at developer.getjobber.com.
Will the agent trigger infinite loops if it both listens for Job Updated events and updates jobs itself?
No, as long as you scope the trigger filter. Use Jobber's webhook payload fields to check which field changed before writing back — for example, only update a job if the status field has changed to a value your agent did not set. Add a provenance tag like 'actionist-updated' to job notes so the agent can skip events it originated.
Can the agent create invoices directly, or only from approved quotes?
Both. The Create Invoice action generates a Jobber invoice independently from any job or quote — useful for deposit invoices or ad-hoc billing. The Job Closed trigger workflow assembles line items from the completed job and creates the invoice automatically. The Quote Approved trigger can also fire a deposit invoice for high-value projects.
What permissions does the OAuth connection need?
The MCP connection requests read and write access to clients, jobs, quotes, invoices, and requests. If your Jobber plan restricts API access to certain user roles, ensure the account used during the OAuth authorisation has admin-level permissions — otherwise write actions like Create Job or Create Invoice will fail with a 403 error.
How many API requests can the agent make before hitting Jobber's rate limits?
Jobber's API uses a GraphQL quota system based on complexity points per request, not a flat requests-per-minute cap. List queries that return large result sets consume more quota than single-record reads. For high-volume batch workflows — like monthly invoice generation for hundreds of clients — sequence the writes 1–2 seconds apart or batch them in off-peak windows to stay well within quota.
Can the agent run scheduled workflows without a live trigger?
Yes. Calendar jobs in Actionist run on a defined schedule — for example, every Monday at 8 AM the agent lists Jobber jobs for the week and dispatches crew briefings, or every Friday it queries overdue invoices and queues payment chasers. No incoming Jobber event is required; the agent initiates the workflow on its own clock.
Does disconnecting Jobber from Actionist delete any data?
No. Disconnecting removes Actionist's authorisation token and stops any active triggers from firing, but it does not delete any records in Jobber or in Actionist's memory. You can reconnect at any time and workflows will resume. Jobber retains all client, job, and invoice data on your account independently of Actionist.