A plain-English tour of every Jobber action Claude can take on your behalf — across 14 areas of your business. No technical knowledge required. If you can describe what you want, Claude can do it.
The big unlock isn't any single action — it's chaining them. Claude can take a sentence like the ones below and do everything inside Jobber without you opening a single screen.
"What jobs do I have today? Anything stuck in awaiting-payment over $500?" Claude reads your schedule, your AR, and any urgent requests in one shot.
"Quote Sarah for $380 deck cleaning at 88 Birchwood, send it, and once she approves, convert to a job with Mike booked Thursday 9am." One conversation, end-to-end.
"Mark today's three visits complete, close the Martinez job, and create an invoice for it on net-30." Claude takes care of the chain.
"Show me everything past due over 30 days. For the Patel one, write it off as bad debt and add a note explaining why."
"How many jobs did we complete last week? Total revenue? Time logged by Mike vs Jamie? Profit on the Henderson job?"
Find any customer in seconds, add a new one without opening Jobber, and keep their details, tags, and notes clean as your book grows.
Search by name, email, phone, or even a fragment. Claude finds the match and pulls up their contact info, billing address, tags, balance, and recent jobs.
Create personal or company customers with full contact info and billing address. We always search first so you never accidentally create a duplicate.
Edit names, swap a primary phone or email, and add or remove tags. Claude only touches the fields you mention.
Hide inactive customers from your default lists without losing any history. Bring them back anytime.
Use tags to segment your book: VIP, seasonal, snowplow, commercial, whatever you need. Claude can add or remove tags one customer at a time or across a list.
Most of your customers have more than one address: a billing address, a rental, a vacation home, a back lot. Claude can track and maintain all of them.
Quickly see every service address a customer owns, with the billing address flagged.
Don't know which customer owns the address? Search by street, city, or postal code and Claude returns the property plus the owning customer.
Attach a new property to an existing customer in one go. Claude returns the new property ID so you can immediately quote, schedule, or invoice against it.
Update street, city, province, country, label, or the default tax rate for that location.
Log new requests from phone calls, walk-ins, or web forms. Triage and assign them, then turn them into quotes or jobs when you're ready.
Capture a customer's request with a title, details, and the service property. Claude attaches the details as a note so nothing gets lost.
Pull the full list of recent requests, who they're for, what property they're on, and the status.
Get the source (web, phone, walk-in), the contact info that came with it, and whether it's already been scheduled or is ready to archive.
Change the title, move it to a different property, or assign it to a salesperson.
Archive dead leads so they stop cluttering your queue, and restore them if the customer calls back.
Build a quote from a sentence, ship it to the customer in the same conversation, and convert the approved version straight into a scheduled job.
Tell Claude the customer, the property, and the line items. It assembles a clean quote, calculates totals, and gives you a link to review or send.
Skip the draft and have Jobber send the quote on the spot, complete with the customer's client-hub link for online approval.
Tweak quantities, prices, descriptions, or which items are optional. Claude does the math.
Change the customer-facing message, swap the salesperson, override the tax rate, or toggle credit card / ACH payments through the client hub.
Sign off internally after the customer accepts, or after a review meeting on a higher-value job.
Promote a quote into a real job at the same property in one step. Claude can copy over the line items so the job is ready to schedule and invoice.
Spin up a job at any customer property, manage its line items and instructions, see what's profitable, and close it out when the work is done.
Tell Claude the property, what to call it, the line items, and whether it should auto-spawn visits. Fixed-price or visit-based, one-off or recurring — all supported.
Pull jobs by status, date range, customer, team member, search term, or only ones ready to invoice.
See line items, scheduled visits, assigned team, customer, property address, and outstanding balance in one view.
Get total revenue, total cost (labor + line items + expenses), and profit in dollars. Great for post-mortems.
Update the title, technician instructions, salesperson, or toggle automatic review requests once the job closes.
Append items, edit prices and quantities, or remove items. Useful when scope changes mid-job.
Mark a job complete when the work's done, or reopen it if something needs to go back on the books.
Drop a quick note for the next person who opens the job. Pin important ones to the top.
Check today's plan, see who's free next Thursday, book visits, reschedule on the fly, and reassign techs without ever opening the calendar view.
Pull all jobs and visits booked between two dates, with assigned team members. Filter by tech name.
Get one combined timeline of customer visits, internal tasks, on-site assessments, and calendar events for any window.
Schedule a new visit with a start time, end time, and the team members to assign. Optionally email the assigned team automatically.
See booked slots and total hours per person across a date window, so you can find open time without flipping through screens.
Move a visit to a new start/end time without losing assignees or instructions.
Swap out the assigned team for a visit. Claude reads the current assignees first so partial swaps don't blow away the existing list.
Close out a finished visit, or reopen one if it was marked done by mistake.
Permanently remove visits that shouldn't be there. (For accidental completions, use reopen instead — deletes can't be undone.)
Assessments are the "tech goes out to scope the work" step that comes before a quote. Claude can pull them up, list them by date, and mark them done.
See the schedule, assigned team, parent request, customer, property, and completion state.
Filter by status (active, completed, overdue, remaining) and by assignee. Great for planning your week.
Close out an assessment when the tech files their notes, or reopen if you need to revisit.
Tasks are internal to-dos tied to a customer or property (no billable visit). Events are calendar entries like training, time off, or meetings. Both show up alongside visits on your schedule.
Page through internal to-dos, filtered by assignee, customer, or completion state.
Add a to-do with a title, instructions, start/end times, all-day flag, and assignees. Optionally email the team.
Update the title, instructions, schedule, or assignees. For recurring tasks you can apply changes to all future occurrences.
Remove one or several tasks at once. Recurring tasks can be deleted including every future occurrence.
Block off training, time off, or a meeting on the schedule.
Generate an invoice from one job, a batch of jobs, or specific visits. Filter your AR, push drafts to awaiting payment, close as paid or write off — all by conversation.
Pull invoices by status (draft, awaiting payment, paid, past due, bad debt), customer, search term, issued/due dates, or dollar range.
See the line items, totals (subtotal, tax, discount, deposit, payments, tips), invoice balance, payment status, dates, and the customer's client-hub URL.
Bill a customer from one job, a batch of jobs, or specific visits. Choose explicit due date or net terms (e.g. net-30), set tax rate, and decide whether to skip draft.
Update the subject, message, issued/due date, net terms, tax rate, or toggle partial payments through the client hub.
Flip a draft to "awaiting payment" so it stops sitting in draft and starts counting toward your AR.
Mark received (paid), or write off as bad debt when an outstanding balance won't be collected.
Reopen a closed invoice, or reverse a bad-debt close so you can chase it again.
Read-only views into your payments, tax rates, and individual transactions. Recording new payments is one of the things Jobber doesn't expose to us (see the bottom of this page).
Filter by customer, invoice, or date range. See amount, tip, entry date, and Jobber Payments status (succeeded, pending, failed).
Get the full details for a specific payment: method, amount, tip, the invoice it was applied to, and transaction status.
See the tax rates set up on your account. Use them when creating or editing invoices and quotes.
Notes are first-class on five things in Jobber: clients, quotes, invoices, jobs, and requests. Claude can add and read notes on all of them, with optional file attachments by URL.
Drop a note on a customer, quote, invoice, job, or request. Pin important ones to the top of the feed.
Attach photos, PDFs, or any other file by pointing to a public URL. Great for receipts, site photos, and signed paperwork.
Pull the latest notes on a customer, quote, invoice, job, or request before you write a new one. Avoids stepping on someone else's note.
If your Jobber plan includes time tracking and expenses, Claude can read time sheets and log expenses. If you're on a lower tier, Claude will tell you cleanly that the feature needs an upgrade.
Filter by team member, job, customer, or date range. See start, end, duration, label, and whether each entry is billable or payable.
Get one entry per day with total duration. Useful for payroll prep and weekly summaries.
Create an expense with a title, total, date, description, optional linked job, and the team member to reimburse.
Update an expense's title, total, date, linked job, or reimbursable user. Delete expenses logged in error.
Search expenses by title, scoped to a job or a date range.
Pull up your team roster, see who's available for scheduling, and search your products and services catalog so prices on quotes, jobs, and invoices match your price book.
See every user on the account with their name, email, status (active/inactive), admin flags, and whether they're available for scheduling. The IDs power things like visit assignments.
Find a product or service by name and pull its description, unit price, taxable flag, category, and duration.
Use catalog items on quote, job, and invoice line items so prices, taxes, and labels stay consistent with your price book instead of being typed in free-form.
The integration glue: subscribe other systems to Jobber events, read your custom field setup so Claude knows how to fill them, and look up your company vehicles.
Set up a webhook so another tool (CRM, accounting, your own portal) gets a ping when something happens in Jobber — new client, updated job, sent quote, completed visit, payout created, and more.
Delete one or several webhook endpoints in one go.
See every custom field your team uses, what entity it applies to (client, property, job, quote, invoice, product, team), and what type it holds (text, number, true/false, dropdown, area, link).
Pull your vehicle roster: name, make, model, year, and assigned team member.
These are deliberate gaps because Jobber's API doesn't expose them today — not bugs and not coming soon. We list them up front so you know exactly what to expect. For each one, there's a clean workaround using the rest of the integration (or the Jobber dashboard).
Claude can build the invoice and flip it to "awaiting payment," but Jobber doesn't expose the actual send-email action. Use your normal Jobber send button or an automation.
Jobber doesn't expose a record-payment action. Customers can pay through the client-hub link on their invoice, or you can record it inside Jobber the usual way.
Notes can be created and read, but Jobber doesn't expose an edit or delete on individual notes. Add a follow-up note instead.
Attachments work by public URL (host the file somewhere reachable). Direct uploads require an interface Jobber doesn't expose.
Jobber's tracking-link feature needs the caller to provide their own tracking URL, so this is out of scope until tracking gets hosted on our side.
Creating and deleting webhooks works fine; Jobber just doesn't expose a list-endpoints query. Read the list from the Jobber dashboard.
On a custom build, we can sometimes bridge the gap with a side integration (e.g. email-sending through your provider, payment recording through Stripe). Tell us what you need and we'll scope it.
Book a quick setup call with us to get started. We'll guide you through the setup, usage, and answer any questions you may have.