Connecting Jobber

On a call, your agent can:

• Find an existing client by the number the caller is ringing from.
• Create a client from the name, phone, email, and address it collected.
• Create a request describing the work needed.
• Book an on-site assessment, and move it if the caller changes their mind before hanging up.

Before you start

• A Jobber account you can authorise apps for. Callspace asks for read and write access to clients and requests, and read access to jobs and quotes.
• Callspace books through one provider at a time. Disconnect Google Calendar, Calendly, Juvonno, or Cliniko first.

Connect it

1. Open Settings → Integrations and choose Configure on the Jobber tile.
2. Choose Connect Jobber, sign in, and approve the access request.
3. You land back on a screen showing your Jobber account ID, the access granted, and the last sync.

Set the booking hours

1. Open AI Agent → Booking & Calendar.
2. Set your booking hours and timezone.
3. Turn on Enable Phone Booking.

Your agent offers times that are inside your booking hours and free on your Jobber schedule, with two rules on top:

• Assessments start at least 24 hours out, whatever the lead time is set to.
• The buffer applies between visits, so bookings leave travel time.

Who’s responsible for what

• Callspace — the connection: keeping the authorisation secure and sending only the data listed below.
• You — choosing Jobber, your Jobber account and its terms, and the data you set the integration to send. Connecting turns on client, request, and call note writes; Enable Phone Booking adds assessments.

What Callspace sends to Jobber

• When your agent looks up a client — the caller’s phone number.
• When your agent creates a client — the name, company, phone, and email the caller gave. The phone is marked as allowing texts.
• When your agent creates a request — a one-line title and a description of the work, both written by your agent from what the caller said.
• When your agent checks availability — your booking window and timezone. No caller details.
• When your agent books or moves an assessment — the time, and instructions with the caller’s name and the reason for the visit.
• After every call with a Jobber request — a note on the request with the AI call summary, key takeaways, action items, the full call transcript, and a link to the call in Callspace.
• After a call where your agent didn’t create a request — if you’ve set up intake fields, a client and a request built from the caller details and summary Callspace extracted from the call.
• When you disconnect — a request to remove Callspace’s access.

Call recordings stay in Callspace.

Test it

1. Call your own number as a new customer, describe a job, and book an assessment.
2. Check Jobber for the new client, the request, and the assessment.
3. Call again from the same number — it should find the client you just created.

Disconnecting

On the Jobber screen, choose Disconnect under Danger zone. Your agent stops creating records and stops booking. Clients, requests, and assessments already in Jobber stay as they are.