Jobber AI Receptionist & Quote Automation
Running a trade business while simultaneously quoting jobs and answering the phone leads to missed calls and burnt-out owners. DigitalX Solutions connects conversational AI phone agents directly to your Jobber account. When homeowners call for electrical, landscaping, plumbing, or cleaning work, our voice agent collects project specifications, square footage, urgency, and address, then creates a clean Client Profile and Quote Request in Jobber automatically.
The Operational Problem This Integration Eliminates
Tradies having to pull over trucks to write down client addresses on scrap paper while losing jobs to competitors.
Engineering Architecture
How the Data & Telephony Pipeline Executes
Here is the exact step-by-step logic we deploy when an inbound caller connects to your business line.
Inbound Voice Intake & Scope Capture
AI agent answers trade calls, notes job description, property type, and scheduling preferences.
Extracts structured JSON entities (service category, timeline, property address) from caller dialogue.
Client & Property Upsert in Jobber
Check Jobber database for existing client record and add property service address.
Executes GraphQL mutations `clientCreate` or `clientEdit` with normalized mobile contact info.
Automated Job Request Creation
Generate a new Request inside Jobber with caller notes and uploaded audio recording.
Calls `requestCreate` attaching structured scope notes so your office staff can review and quote in one click.
Instant Two-Way SMS Confirmation
Send the customer a professional text confirmation with their quote reference and photo upload link.
Provides an instant mobile link where homeowners can text photos of their breaker panel or yard.
Integration Specifications & Latency Benchmarks
| Parameter | Engineering Standard |
|---|---|
| API Protocol | Jobber GraphQL API (OAuth 2.0 PKCE Authorized) |
| Data Objects | Clients, Properties, Requests, Assessments, and Custom Fields |
| Photo Intake | Two-way MMS photo upload link delivered via text immediately after call |
| Supported Trades | Landscaping, Residential Cleaning, HVAC, Plumbing, Handyman |
Failing to capture complete physical addresses during the call, requiring office staff to call back just to confirm the street name.
Creating raw unverified jobs instead of Jobber Requests, cluttering your schedule before quotes are priced and accepted.
Not sending a confirmation text, leaving the homeowner wondering if their request was actually received.
Common Questions
Frequently Asked Technical Questions
Does the AI create Requests or scheduled Jobs inside Jobber?
By default, we configure the system to create Jobber Requests. This allows you to review the scope and location before committing to a scheduled visit. However, for fixed-price standard services, we can configure direct calendar booking.
Can homeowners text photos of the job after speaking with the AI?
Yes. Immediately after the call finishes, our system sends an automated SMS with a secure upload link where the customer can send photos of their project, which sync directly into their Jobber request.
How long does it take to connect Jobber with the AI voice system?
Standard Jobber integration and voice testing typically takes between 5 and 7 business days from initial intake to live production calls.
Ready to Integrate Jobber AI Receptionist & Quote Automation Into Your Business?
Book a scoping call with our engineering team. We will review your current telephony and CRM setup, map out webhook schemas, and provide a fixed quote with a 14-day delivery timeline.