Field service and property
Give your Jobber team a better start on the next service request
Your crew needs the job details, not another voicemail to interpret. Bob answers approved service questions and gather the information behind a new inquiry, then connect it to the Jobber workflow your business enables.
Bob captures the job request, uses the Jobber client and job, and prepares the quote or visit your team schedules.
Capture the job before the office has to chase the details
Bob collects the property, requested service, symptoms, timing, and callback information in a natural conversation. With supported Jobber tools, that intake can use permitted client context and prepare the next operational action. Your field team retains control of estimates, scheduling, and the commitments made to customers.
Workflows
Recognize the client and property
Use authorized lookups to connect an inquiry to the relevant existing Jobber records.
Structure the service request
Gather the work description and required details for the supported request or staff-handoff workflow.
Prepare quote and visit follow-up
Use permitted context to help answer the appropriate question or route it to the person responsible for the next step.
Example workflow
Example workflow
A repeat customer reports that an outdoor outlet has stopped working. Bob collects the symptoms, property, access notes, and preferred callback window. The configured Jobber workflow can link the request to the existing client so the office begins with a useful briefing.
Illustrative example, not a live execution log.
Connection and setup
Connect the eligible Jobber account, enable supported client and work-request tools, and define the intake fields and review rules your team requires.
How Bob turns a conversation into a useful next step
Bob starts with the customer's request and the business information you approve. When the workflow needs a current record, Bob retrieves it from the connected service. When the next step changes a record or sends a message, Bob follows the permissions and approval steps you configure. The customer gets a useful next response, and your team gets a clear handoff when a person needs to take over.
Questions
Can Bob promise a technician’s arrival time?
Only when the supported workflow returns an approved, reliable commitment. Otherwise Bob gathers availability preferences and asks the team to confirm.
Does Jobber access make Office 168/52 an official marketplace partner?
No. Technical connectivity and provider marketplace certification are separate. The page should state only the relationship actually established.
Who decides what Bob can change or send?
You choose the records Bob reads and the actions he takes. A reply, a record update, or an outbound message follows the approval step you set for that workflow. See the pricing page for plans. This page does not list prices.
Continue this workflow with
These are related workflows, not prerequisites.
Get started with Jobber
Tell us how your front office handles this job today. You send the message when you are ready.