Jobber integration

Jobber is a home services management solution. When you use CallRail's integration with Jobber, you can see all of your leads in a single dashboard, along with the marketing sources that generated those leads, and connect those marketing sources and keywords to actual jobs that drive revenue for your business.

Getting started

To use this integration, you must be on a Jobber Connect plan or higher. If you are on a Core plan, you won't have access to it.

You'll need one unique Jobber user login for each integration you want to authorize in CallRail. We recommend logging out of Jobber completely before authorizing the integration to ensure you're logging in with the correct account. 

Integrating with Jobber

CallRail’s integration with Jobber is at the company level in your account.  Follow these instructions for each company you’d like to integrate with Jobber.

1. Select the Integrations icon on the left navigation bar. 
2. Select Jobber from the list of integrations.
3. Choose the company where you’d like to set up this integration.
4. Select Authorize. This will redirect you to Jobber's website, where you will be asked to authorize CallRail to send data to your account.
5. Choose Allow to authorize CallRail’s access.
6. Once you complete the authorization, the integration will be active in CallRail.

Seeing CallRail data in Jobber

For this integration, we will create the following:

Clients: Once the call starts, we'll attempt to match inbound phone calls with existing Clients in your Jobber account with any phone number(s) associated with the Client. If we don't find a match, CallRaill will create a new Client with the same name and phone number. For each Client, we’ll add the marketing source, medium, campaign, and keywords.

Requests: for each Client we’ll create a Request with all the information about the Client’s interactions with your business. For each additional call from the same Client, we'll update the same request. Archived or converted calls will not be updated.

Deactivating the Jobber integration

Deactivating a company's Jobber integration will prevent your call data from reporting to your Facebook account. We'll keep your integration credentials saved in case you'd like to reactivate your integration in the future.

1. Select the Integrations icon on the left navigation bar. 
2. Select Jobber from the list of integrations.
3. Choose the company where you’d like to set up this integration.
4. Select Deactivate Integration on the right side of the page.

FAQs

Why am I seeing duplicate clients or requests?

Our integration works by searching for an existing client and requesting an update with our information when the call starts. If this is a new caller, we'll create a new client with the available caller ID information.

To avoid duplicates, allow the client to be created or updated before manually updating a client or creating a new one.

What data does CallRail send to Jobber?

For each call, CallRail will send the following data:

•  Client information
  • Name
  • Email
  • City
  • State
  • Country
  • Lead status
  • Source
  • Medium
  • Campaign
  • Timeline URL
• Request information
  • Start time
  • Call summary
  • Call type
  • First call (Y/N)
  • Answered (Y/N)
  • Tracking number name
  • Tracking number
  • Call recording link

Can I send my texts or form submissions to Jobber?

CallRail's integration with Jobber only sends call data. Text messages and form submissions won't report to Jobber.