Jobber Field Service Integration Guide

What is the Jobber Integration?

Velaro integrates with Jobber, the leading field service management platform used by HVAC, plumbing, electrical, landscaping, cleaning, and other home service businesses. Your AI bot can look up jobs, check appointment schedules, retrieve quotes and invoices, look up client records, and capture new service requests — all from chat, 24/7.

Best for: Home service businesses that use Jobber to manage jobs, scheduling, client records, quotes, and invoicing. Lets your bot handle routine client inquiries without pulling office staff off the phone.

Go to Integrations → Jobber to set up.

Jobber API Token Setup

Jobber supports two authentication methods: a simple API token for most setups, and OAuth for production apps.

Option A — API Token (recommended for most users):

1. In Jobber, click your company name in the top-right corner.

2. Go to Settings → Connected Apps.

3. Click API in the left menu.

4. Click Generate Token to create a new token.

5. Copy the token immediately — it will not be shown again.

6. In Velaro: go to Integrations → Jobber, paste the token, and click Save & Test Connection.

Option B — OAuth (for production apps):

If you are building a multi-tenant Velaro deployment or a Jobber Marketplace app, use OAuth instead of a static token. Contact Velaro support to configure OAuth credentials for your deployment. Full OAuth flow documentation is at developer.getjobber.com.

After saving, Velaro will verify the token and display your company name and Jobber account ID to confirm the connection is live.

Jobber AI Skills — Jobs and Appointments

16 AI skills are available when Jobber is connected. Skills activate automatically once your API token is saved.

Job and appointment skills:

• jobber_get_job — retrieve a specific job by job number, including status, assigned team, site address, and line items
• jobber_search_jobs — search jobs by client name, address, or keyword
• jobber_get_upcoming_appointments — list a client's upcoming scheduled visits
• jobber_get_active_work_orders — list all work orders currently in progress across the company
• jobber_get_job_notes — retrieve field notes and technician observations logged on a job
• jobber_get_client_history — pull all past and present jobs for a client
• jobber_get_service_types — list the service categories your business offers (e.g., HVAC Maintenance, Drain Cleaning, Lawn Care)

Common use cases: "What time is my technician coming on Tuesday?", "What service types do you offer?", "Has anyone been to my property before?"

Skills are visible in Integrations → Jobber → AI Skills tab.

Jobber AI Skills — Client Management

These skills let the bot look up client records, find the right client when the same name exists multiple times, retrieve team member information, check service request status, and create new service requests directly from chat.

Client and team skills:

• jobber_get_client — look up a client profile by email, phone, or name
• jobber_search_clients — search for clients by partial name or address
• jobber_get_team_members — list active team members with their roles and service areas
• jobber_get_request_status — check the status of a previously submitted service request
• jobber_create_request — capture a new service request from a visitor and submit it to Jobber (see dedicated section below)

Common use cases: "Can you look up my account?", "Who is my assigned technician?", "What's the status of my service request from last week?"

Jobber AI Skills — Billing

These skills give the bot access to quotes, invoices, and payment status so clients can check what they owe and confirm payments without calling the office.

Billing skills:

• jobber_get_quote — retrieve a quote by quote number, including line items, expiry date, and approval status
• jobber_get_invoice — get a specific invoice with line items, totals, and due date
• jobber_get_outstanding_invoices — list all unpaid invoices for a client
• jobber_get_payment_status — check whether a specific invoice has been paid, partially paid, or is overdue

Common use cases: "Do I have any outstanding invoices?", "Is my last payment recorded?", "Can you send me my quote details?"

Note: Payment collection itself is handled by Jobber's client hub — the bot provides information only. For clients who need to pay, direct them to the Jobber client hub link from their invoice.

Jobber Skill: Create Service Request

The jobber_create_request skill is your 24/7 service intake channel. When a visitor contacts your bot outside business hours — or when your office is busy — the bot can capture their information and submit a formal service request to Jobber. The request appears in your Jobber inbox exactly as if it were submitted through your Jobber online request form.

What the bot collects:

• Client first name and last name
• Phone number (must be a valid format)
• Brief description of the service needed

What happens in Jobber:

A new Request is created under the matching client record (or as a new client if no match is found). Your team can convert it to a quote or job from the Jobber inbox with one click.

Best used for: After-hours intake, overflow during busy periods, and capturing requests from visitors who arrive via SMS, WhatsApp, or website chat when your office is closed.

Setup tip: Add a "New Service Request" workflow in your bot that runs on evenings and weekends. Use the Routing Rules engine to direct off-hours visitors to this workflow automatically.

Jobber Skill: Get Job Notes

The jobber_get_job_notes skill retrieves technician field notes logged during and after a job visit. These notes contain what the tech found on-site, what work was done, parts used, and any follow-up recommendations.

This skill lets clients get answers to "What did your tech find when they came out?" without calling the office — reducing callbacks significantly for service businesses.

Example flow: Client asks "What did your technician find when they came last month?" → bot calls jobber_get_job_notes with the most recent job → returns the field notes → client gets their answer instantly.

Note: Notes must be logged by your technicians in the Jobber mobile app or desktop during the visit. The skill returns whatever notes exist on the job — if notes were not logged, the bot will indicate no notes are available and offer to connect the client with your team.

Jobber Starter Workflows

Launch the Starter Wizard (Integrations → Jobber → Launch Wizard) to get two pre-built templates:

1. Job Status Bot — a self-service bot that lets clients look up upcoming appointments, check job status, retrieve quote details, and view outstanding invoices. Eliminates the most common inbound calls for field service businesses: "When is my appointment?" and "Do I owe anything?"

2. Service Request Intake — a structured intake bot that guides visitors through submitting a new service request. Captures name, phone, address, and service description, then creates a Request in Jobber automatically. Designed for 24/7 operation — deploy it as the off-hours fallback workflow in your Routing Rules.

To launch: go to Integrations → Jobber → Launch Wizard, pick a template, and follow the wizard to create and publish your workflow.

Jobber Data Variables

When Jobber skills return data, the values are available as workflow variables using the format {jobber.scope.field}.

Client scope:

• {jobber.Client.firstName} — client first name
• {jobber.Client.lastName} — client last name
• {jobber.Client.email} — client email address
• {jobber.Client.phone} — client phone number
• {jobber.Client.address} — client service address

Job scope:

• {jobber.Job.jobNumber} — job number (e.g., Job #1042)
• {jobber.Job.title} — job title or service type
• {jobber.Job.status} — current status (scheduled, in progress, completed, etc.)
• {jobber.Job.scheduledDate} — next scheduled appointment date
• {jobber.Job.assignedTeam} — name of the assigned team or technician

Quote scope:

• {jobber.Quote.quoteNumber} — quote number
• {jobber.Quote.total} — total quoted amount
• {jobber.Quote.status} — quote status (draft, sent, approved, declined)
• {jobber.Quote.expiryDate} — quote expiry date

Invoice scope:

• {jobber.Invoice.invoiceNumber} — invoice number
• {jobber.Invoice.total} — invoice total
• {jobber.Invoice.balance} — remaining balance owed
• {jobber.Invoice.dueDate} — payment due date
• {jobber.Invoice.status} — payment status (paid, unpaid, overdue)

Use these in bot message nodes to personalize responses — e.g., "Your next appointment is scheduled for {jobber.Job.scheduledDate} with {jobber.Job.assignedTeam}."