Jobber: what the assistant can do

In Jobber, the assistant can find a client, add a client, book a job, check the schedule, add a note, finish a visit or job, draft a quote, send a quote (link), draft an invoice, send an invoice (link), email a quote and email an invoice. You ask by text, in your own words.

Status: Paused. How to connect, permissions and limits: Jobber.

What it does	Asks first?	Undo
Find a client	No	–
Add a client	If unsure	10 minutes
Book a job	If unsure	10 minutes
Check the schedule	No	–
Add a note	If unsure	10 minutes
Finish a visit or job	If unsure	10 minutes
Draft a quote	If unsure	10 minutes
Send a quote (link)	No	–
Draft an invoice	If unsure	10 minutes
Send an invoice (link)	No	–
Email a quote	Always	No
Email an invoice	Always	No

Asking first and undo follow the same rules for every tool: see Confirmations and undo.

Find a client

Looks up a client by name, company, phone or email and replies with their contact details and address.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Jobber API call: GraphQL query clients(searchTerm)
• Action name: jobber.find_client

Example texts:

• “what’s the Hendersons’ number?”
• “look up Acme Property Management in Jobber”
• “who is 512-555-0142”

Add a client

Adds a new client (a person or a company) with their phone, email and address.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Jobber API call: GraphQL mutation clientCreate
• Action name: jobber.create_client

Example texts:

• “add a new client John Henderson 512-555-0123”
• “new customer: Maria Lopez, maria.lopez@gmail.com, 418 Elm St Austin TX 78704”
• “create client Acme Property Management”

Book a job

Creates a job for a client, schedules the visit if you give a time, and assigns it to a team member.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Jobber API call: GraphQL mutation jobCreate
• Action name: jobber.create_job

Example texts:

• “book Henderson Tues 2pm”
• “add a job for the Hendersons tomorrow 2pm, AC not cooling”
• “new job for Acme Property Mgmt: replace water heater, Friday 9-11am, give it to Mike”

Check the schedule

Lists the visits scheduled for a day or a date range, for everyone or one team member.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Jobber API call: GraphQL query visits(filter: startAt)
• Action name: jobber.list_visits

Example texts:

• “what’s on today?”
• “what do I have tomorrow”
• “what’s Mike doing Friday?”

Add a note

Saves an internal note on a client or on one of their jobs.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Jobber API call: GraphQL mutation jobCreateNote / clientCreateNote
• Action name: jobber.add_note

Example texts:

• “note for Henderson: gate code is 4512”
• “add a note to the Henderson job: needs a 40 gal water heater, will order Monday”
• “put a note on Acme: billing goes to their Dallas office”

Finish a visit or job

Marks today’s visit complete, or closes the job when no visits are left.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Jobber API call: GraphQL mutation visitComplete / jobClose
• Action name: jobber.complete_visit_or_job

Example texts:

• “finished the Henderson job”
• “done at the Millers”
• “mark today’s visit at Acme complete”

Draft a quote

Creates a draft quote with line items for a client. It isn’t sent to the client.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Jobber API call: GraphQL mutation quoteCreate
• Action name: jobber.create_quote

Example texts:

• “quote Henderson $1450 for a 50 gal water heater install”
• “make an estimate for Acme: 3 smoke detectors at $45 each plus $120 labor”
• “draft a quote for Sarah Lopez, new thermostat $289 installed”

Send a quote (link)

Finds the quote and replies with a link to send it from Jobber yourself. Used when no Gmail or Outlook is connected, since Jobber doesn’t let apps email quotes.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Jobber API call: GraphQL query client { quotes }
• Action name: jobber.send_quote

Example texts:

• “send the Henderson quote”
• “yes send it to them”
• “email quote 214 to Acme”

Draft an invoice

Creates a draft invoice from a job’s line items (or the items you give). It isn’t sent. With QuickBooks connected, invoices go to QuickBooks instead.

• Asks before doing it? Usually not. It asks first if it isn’t sure what you meant, a name only roughly matches, or the request covers more than 5 records.
• Can be undone? Yes. Text “undo” within 10 minutes.
• Jobber API call: GraphQL mutation invoiceCreate
• Action name: jobber.create_invoice_from_job

Example texts:

• “invoice the Henderson job”
• “make an invoice for job 1042”
• “bill Acme for the water heater install”

Send an invoice (link)

Finds the invoice and replies with a link to send it from Jobber yourself. Used when no Gmail or Outlook is connected, since Jobber doesn’t let apps email invoices.

• Asks before doing it? No. It only looks things up.
• Can be undone? Nothing to undo: it doesn’t change anything.
• Jobber API call: GraphQL query client { invoices }
• Action name: jobber.send_invoice

Example texts:

• “send the Henderson invoice”
• “email invoice 1042 to Acme”
• “send the Millers their bill”

Email a quote

Emails the quote to the client from your connected Gmail or Outlook, with Jobber’s link where they can approve it.

• Asks before doing it? Yes, always. You see exactly what will happen and say yes before it does it.
• Can be undone? No. Sent items can’t be unsent, which is why it always asks first.
• Jobber API call: Gmail messages.send or Microsoft Graph sendMail
• Action name: jobber.email_quote

Example texts:

• “send the Henderson quote”
• “yes send it to them”
• “email quote 214 to Acme”

Email an invoice

Emails the invoice to the client from your connected Gmail or Outlook, with Jobber’s link where they can pay, then marks it sent in Jobber.

• Asks before doing it? Yes, always. You see exactly what will happen and say yes before it does it.
• Can be undone? No. Sent items can’t be unsent, which is why it always asks first.
• Jobber API call: Gmail messages.send or Microsoft Graph sendMail, then GraphQL mutation invoiceMarkAsSent
• Action name: jobber.email_invoice

Example texts:

• “send the Henderson invoice”
• “email invoice 1042 to Acme”
• “send the Millers their bill”

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This list is generated from the code that runs each action, so it’s always current.