Jobber integration
Every call lands in Jobber as the right request, job or visit.
HVAC Reception answers while your team is on a roof or under a house. It finds the client and property, decides whether the call is a repair visit, an estimate assessment or a request for the office, and books an open slot on your Jobber schedule. The caller hears “you’re booked” only after Jobber shows the visit.
You’re halfway through a condenser swap when the phone buzzes for the third time. You let it go, and it becomes a voicemail you listen to at 8 PM. You type a new client into Jobber, and then realise they’re already in there under their spouse’s name. You pick Thursday morning for the visit without noticing your tech is already across town then. The estimate caller from lunchtime never left a message, and by the time you ring back they’ve booked someone else.
Call-to-Jobber preview
Choose a call and what it becomes in Jobber.
Field map
| From the call | Jobber | Status |
|---|
Schedule · Sample
Operation trail
Your rules, per call type
Not every call should be a job.
Jobber separates a request, an assessment, a quote and a job for good reason. HVAC Reception follows the same logic. In setup you pick what each kind of call becomes, and you can change it at any time. A change applies to new calls; calls already in progress finish under the rule they started with.
| Call type | Suggested destination | What is written | Why |
|---|---|---|---|
| No heat, no cooling, noisy unit | Job + scheduled visit | Client, property, one-off job, visit in an open slot, call note | The caller wants a time now, and the repair is priced on site |
| Maintenance-plan visit | Visit on the existing plan job | New visit on the client’s maintenance job, call note | Keeps plan visits and history on one job instead of scattered one-offs |
| Replacement or new system | Request + assessment | Client, property, request with details, assessment on the schedule | The next step in Jobber is a quote, so the request carries the equipment and budget notes |
| Commercial, multi-unit, anything unusual | Request only | Client, property, request with preferred times and call note | You’d rather place these yourself |
| Gas smell, CO alarm, no heat with vulnerable occupants | Escalate, then record | Your on-call escalation runs first; then a request is recorded with the outcome | Safety calls reach a person before any paperwork |
What lands in Jobber
Records your crew can act on from the app.
Each call is written into the Jobber objects your team already opens on their phones, so nobody has to re-type from a voicemail or a message. You preview the mapping on sample calls before it goes live.
| Captured on the call | Jobber record | Rule |
|---|---|---|
| Name, callback number, email | Client | Search by phone and address first; create only when there is no match |
| Service address | Property | Reuse the client’s property; add a new property under the same client for a new address |
| What they need, in their words | Request details or job description | Depends on the destination you chose for the call type |
| Equipment type and age | Property custom field | Your field; falls back to the note if the field is removed |
| Gate code, pets, tenant contact | Visit or assessment instructions | Shown to whoever is assigned |
| How they heard about you | Client lead source | Mapped from the number they dialed or what they said |
| Chosen time | Visit or assessment | Re-checked just before writing; written once per call |
| Summary and recording link | Note on the request or job | Attached after the record reads back |
The confirmation boundary
“You’re booked” means Jobber shows the visit.
- Save the call firstThe request is stored in HVAC Reception with its own ID before Jobber is touched.
- Client and propertyMatched on phone and address; unclear matches wait for the office.
- Request or jobCreated, or the existing maintenance job found, per your call-type rule.
- Check the slot againYour Jobber schedule is read seconds before the write.
- Write the visit onceEach write carries an idempotency key, so a retry can’t double-book.
- Read back, then confirmThe caller hears the time only once the visit or assessment is found.
When something goes wrong
Every failure leaves a request your office can finish.
| Situation | What the caller hears | What your office sees | Recovery |
|---|---|---|---|
| Slot filled while the caller talks | Two fresh times to pick from | Job or request without a visit until the caller chooses | Nothing written to the lost slot; alternatives read live |
| Jobber times out after the write | Confirmation once the visit is found | One visit, marked reconciled | Search by idempotency key before any retry |
| Call drops and the caller rings straight back | Asked to confirm it’s the same call, then picks up where it stopped | One request with both calls attached; a different property or different work becomes its own request | Matched on property and service plus the caller’s yes, never on phone number alone; unclear matches are held for the office |
| Address matches none of the client’s properties | The office will confirm the address and time | “Choose the property” on the request | Pick or add the property; the rest writes with the original details |
| Plan customer, but no plan job found | Booked as normal | One-off job flagged “plan not found” | Move the visit to the plan job, or confirm the one-off |
| Session expired or MFA needed | The office will confirm with them | Connector health: “Sign in again” | Queued operations resume after reconnecting |
| Custom field removed in Jobber | No change | Connector health: “Mapping needs attention” | The value goes to the note; remap and later calls use the field again |
| Jobber screen changed (browser route) | The office will confirm with them | Connector health: “Layout changed” | Writes pause; held requests retry with original details after repair |
| Rate limit reached | No change | Operation shows “retrying” | Backs off and retries with the same key |
A normal Tuesday evening
Before and after connecting HVAC Reception to Jobber
| Moment | Without it | With HVAC Reception + Jobber |
|---|---|---|
| Call while the crew is on jobs | Voicemail, heard hours later | Answered, with the client and property found while the caller is still talking |
| Getting it into Jobber | Re-typed from a message; duplicate clients creep in | Written as the right client, property and request or job, with a call note |
| Choosing a time | Guessed, then called back to confirm | Picked from open slots and confirmed only after read-back |
| Estimate calls | A sticky note that becomes a quote days later | A request with an assessment already on the schedule |
| When something fails | Nobody knows a call was lost | A held request with one clear action |
Setup
Connect once. Decide what callers can book.
- Connect your Jobber account and set the timezone and service area callers can book in.
- Pick a destination per call type: job and visit, request and assessment, request only, or escalate first.
- Map your services and fields, including the property custom field for equipment and the lead sources you track.
- Set bookable slots, visit lengths and a default assignee (or leave visits unassigned for you to place).
- Preview on sample calls, then place a test call and check the client, request or job, and visit in Jobber.
Connector health Example
- ● Jobber connected Timezone: America/Denver
- ● 5 of 5 call types have a destination Repair, Maintenance, Replacement, Commercial, Safety
- ● 1 request needs a property Client has 3 properties; address didn’t match
- ● 0 operations queued Every visit read back
Repair actions appear here as soon as a session expires or a field changes.
How we connect
One booking contract, whichever route your account supports.
- Jobber developer APIAn app you authorize on your Jobber account reads clients and your schedule, and writes requests, jobs and visits.
- Workflow adapterBuilt around the requests your authorized Jobber workflow already makes, then versioned and contract-tested.
- Secured browser sessionAn isolated signed-in session performs the same steps your office would, and screenshots any failure.
- Vendor-assisted setupAccess arranged together with Jobber when your account needs it.
Whichever route carries the data, the same rules apply: save first, match before creating, re-check before booking and read back before confirming.
See the rest of the call
From the first ring to a visit on your Jobber schedule.
Explore the call inbox and routing playground in the demo. Then come back and try the preview with the calls your office gets most.
Frequently asked questions
Will calls show up as requests, jobs or both?
You choose per call type. Repairs can become a job with a scheduled visit, replacement and estimate calls a request with an assessment, and anything you prefer to place yourself a request with the caller’s preferred times. Emergencies run your escalation rules first and are then recorded as a request.
How does HVAC Reception avoid duplicate clients in Jobber?
It searches your clients by phone number and service address before creating anything. A clear match is reused, and a new address for a known client is added as another property under that client. If a client has several properties and the caller’s address doesn’t match one, the request waits for your office instead of guessing.
What about customers on a maintenance plan?
When the caller already has a maintenance job in Jobber for the mapped service, the new visit is added to that job so the plan history stays together. If no matching plan job is found, a one-off job is created and flagged so the office can check the plan.
Which times can callers book?
Only the services, visit lengths and time slots you make bookable, checked against your Jobber schedule. The slot is read again just before the visit is written, and the caller hears “you’re booked” only after the visit reads back from Jobber.
Where do equipment details and gate codes go?
Equipment goes to a property custom field you choose, access notes to the visit or assessment instructions, and the full call summary with the recording link to a note on the request or job. If a custom field is removed later, the value goes into the note and connector health asks you to remap it.
How do you connect to my Jobber account?
Through the route your account supports best: Jobber’s published developer API with an app you authorize, an adapter built around your authorized Jobber workflow, a secured browser session, or setup coordinated with Jobber. The booking rules and safeguards are identical whichever route carries the data.
Can we start with requests and turn on live booking later?
Yes. You can start with every call as a request, check the field map on your own calls for as long as you like, then switch repair and maintenance calls to scheduled visits. Each call type switches on its own, and calls already in progress finish under the rule they started with.