Jobber

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Overview

Jobber is a leading field service management platform that helps businesses handle scheduling, quotes, invoices, and client communications. OpenPhone’s Jobber integration automatically syncs AI-powered call summaries and transcripts, eliminating manual data entry and providing instant context for every client interaction.

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How the integration works

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Automatic client and request creation

Smart client matching:

• OpenPhone checks Jobber for existing clients by phone number on incoming calls
• Creates placeholder client records for new callers automatically
• Generates new Request objects for unmatched calls
• Ensures no lead or client information is lost

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AI call summary sync

Automated data transfer:

• OpenPhone AI generates concise call summaries after each conversation
• Complete call transcripts sync directly to Jobber
• Time-stamped transcripts for easy reference
• Eliminates manual note-taking and data entry

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Click-to-call from Jobber

Call clients in one tap:

• Click a client’s name on any synced Jobber request
• After clicking on the phone number marked as ‘Call from OpenPhone’, you’ll be taken to the OpenPhone desktop app where you can click “Call” to dial that number
• Save time and avoid switching apps or copy-pasting numbers

Note: Requires a Connect plan or higher in Jobber to support custom fields for this feature.

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Per-number sync settings

Control what syncs to Jobber:

• Choose which OpenPhone numbers sync with Jobber
• Turn syncing on or off for each number independently
• Keep Jobber organized by only syncing the numbers you want

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Benefits for field service teams

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Enhanced client management

Streamlined workflow:

• Create Clients and Requests automatically from new caller interactions
• Quick context access from past conversations in Jobber
• Complete conversation history with detailed transcripts
• Reduced data entry with automatic synchronization

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Improved service delivery

Better customer insights:

• Full conversation context before service visits
• Historical communication patterns and preferences
• Detailed service request information from calls
• Enhanced follow-up capabilities

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Setting up Jobber integration

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Prerequisites

Requirements:

• OpenPhone Business or Scale plan
• Active Jobber account (sign up here)
• Call transcription and summarization enabled
• Workspace Owner or Admin permissions

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Installation process

To connect OpenPhone to Jobber:

1. Navigate to Settings → Integrations → Jobber
2. Follow prompts to grant permissions
3. Connect your Jobber account
4. Verify call summary settings are enabled

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Configuration requirements

Essential settings:

• Enable Transcribe and summarize calls for phone numbers
• Ensure AI call summaries are activated
• Verify Jobber account permissions
• Test with sample calls

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Using the integration

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Automatic synchronization

What syncs to Jobber:

• AI-generated call summaries
• Complete conversation transcripts
• Call metadata (duration, timestamp, participants)
• Client identification and contact information

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Data organization in Jobber

Structured information:

• New clients created automatically
• Service requests generated from calls
• Call summaries attached to appropriate records
• Transcripts available for detailed review

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Workflow integration

Daily operations:

• Review call summaries before service visits
• Use transcripts for service request clarification
• Access complete conversation history
• Plan follow-up activities based on call content

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Synchronization limitations

Data flow restrictions:

• Client information updated in Jobber doesn’t sync back to OpenPhone
• No two-way contact synchronization
• Changes in Jobber require manual updates in OpenPhone
• Future versions may include bidirectional sync

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Best practices

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Setup optimization

Effective configuration:

• Enable call summaries for client-facing phone numbers
• Test integration with sample calls
• Train team on accessing synced data in Jobber
• Regular review of client creation and request generation

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Workflow integration

Maximizing value:

• Review call summaries before field visits
• Use transcripts for accurate service documentation
• Reference conversation history for follow-up planning
• Coordinate with Jobber scheduling and quoting features

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Data management

Maintaining quality:

• Monitor automatic client creation for accuracy
• Regular cleanup of placeholder client records
• Ensure call summary quality through proper conversations
• Review transcript accuracy and completeness

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Getting started with Jobber

New to Jobber?

• Sign up for Jobber to get started and get 20% off for your first 6 months
• Explore field service management features
• Set up scheduling and invoicing workflows
• Configure client management processes