How to Connect Jobber to Your AI Receptionist in 3 Minutes
If you run your trade business on Jobber, you already know how powerful it is for managing jobs, quotes, and customers. Now imagine your phone answering itself, creating new jobs in Jobber, checking your schedule, and looking up customer history — all without you lifting a finger.
That's exactly what happens when you connect Jobber to AnswR. And it takes about three minutes to set up.
What Syncs Between Jobber and AnswR
Once connected, your AI receptionist gets real-time access to your Jobber account. Here's what it can do:
- ✓Look up existing customers — When someone calls, AnswR checks Jobber for their details, job history, and outstanding quotes.
- ✓Create new jobs — If a caller needs work done, AnswR creates a job request directly in Jobber with all the details.
- ✓Check your schedule — AnswR reads your Jobber calendar so it can tell callers when you're available.
- ✓Sync customer contacts — New callers are added to your Jobber customer list automatically.
- ✓Check invoice status — When a customer calls about a bill, AnswR can confirm whether an invoice has been sent or paid.
Before You Start
You'll need two things:
- An active AnswR account (the free trial works perfectly for this).
- A Jobber account on any plan — the integration works with Jobber Core, Connect, and Grow.
You'll also need to be an admin on your Jobber account, since connecting a third-party app requires admin permissions.
Step-by-Step: Connecting Jobber to AnswR
Step 1: Open your AnswR dashboard
Log in to your AnswR account and navigate to Settings → Integrations. You'll see a list of available integrations, including Jobber.
Step 2: Click Connect on Jobber
Find the Jobber card and click Connect. This opens Jobber's authorisation page in a new window.
Step 3: Authorise AnswR in Jobber
Jobber will ask you to confirm that AnswR can access your account. Review the permissions and click Authorise. AnswR requests only the permissions it needs — customer data, job management, and schedule access.
Step 4: Configure your preferences
Once authorised, you'll be back in AnswR. You can now configure how the integration behaves — for example, whether new callers should be added as leads or clients, and which job types to use when creating new jobs.
Step 5: Test it out
Give your AnswR number a ring. Ask to book a job and check that it appears in Jobber. The whole thing should take less than a minute to verify.
What Happens After You Connect
From the moment the integration is live, every phone call to your AnswR number gets the benefit of your Jobber data. Here's a typical scenario:
"Hi, this is Sarah. I had a plumber out last week to fix a leak and I think it's come back. Can someone come out today?"
Your AI receptionist instantly looks up Sarah in Jobber, finds the previous job, sees that you have availability this afternoon, and books a follow-up visit — all while you're on another job site. Sarah gets a confirmation, and you get a new job in your Jobber schedule.
No more missed calls turning into missed revenue. No more scribbling details on the back of your hand. Everything flows straight into the system you're already using.
Tips for Getting the Most Out of It
Keep your Jobber schedule up to date
AnswR uses your live Jobber calendar to check availability. If your schedule is accurate, your AI receptionist can confidently offer times to callers.
Set up job types in Jobber first
If you have common job types (e.g. "Emergency Callout", "Quote Request", "Maintenance"), set these up in Jobber. AnswR will use them when creating new jobs, keeping everything organised.
Customise your greeting
In your AnswR dashboard, tailor the greeting to mention your business name and the services you offer. This helps callers feel confident they've reached the right place.
Review call summaries daily
AnswR sends you a summary after each call. Get in the habit of reviewing these at the end of each day to catch any follow-ups your AI might have flagged.
Ready to Connect Jobber?
Start your free trial and have your AI receptionist connected to Jobber in under three minutes. No charge during trial — card details held by Stripe (PCI-compliant), never by us.
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