Many field service businesses—like landscapers, pest control companies, and home service contractors—use Jobber to manage clients, schedule jobs, and send quotes. With Upfirst’s AI answering service, you can now connect your phone calls directly to Jobber using Zapier, saving you time and making sure no lead or urgent request slips through the cracks.
This guide explains exactly what you can automate with a Jobber answering service integration, how it works, and how you can set it up in minutes (even if you’re not a techie).
What is Jobber?
Jobber is a business management platform designed for small-to-midsize service businesses. It helps you organize client details, schedule jobs, create quotes, and handle requests—all from a single dashboard. If you’re running a landscaping crew, pest control operation, or any type of home services business, Jobber makes it easier to keep track of your customers and jobs, so you can focus on getting work done (and getting paid).
What can you do with Jobber and Upfirst’s AI answering service?
When you connect Upfirst to Jobber using Zapier, you unlock a range of automations that take manual work off your plate and ensure your business never misses a beat, even when you can't answer the phone yourself. Here are a few practical, high-impact ways to use the Jobber answering service integration:
1. Instantly create new clients in Jobber after every call
How it works:
When a potential customer calls, your Upfirst AI receptionist collects their details (like name, phone number, email, and service needed). After the call, Zapier automatically creates a new client record in Jobber using that info.
Why it matters:
No more copying contact info from voicemail or sticky notes. Every lead gets captured in your system, so you can follow up and close more business.
How to set it up:
In Zapier, set Upfirst’s “Call Completed” as the trigger, then add Jobber’s “Create Client” action. Map the custom fields the AI agent collected (like service needed, zip code, etc.) straight into Jobber.
2. Automatically create service requests or quotes for new leads
How it works:
Let’s say your AI receptionist asks callers what type of service they need and their address. After each call, a Zap automatically creates a request or quote in Jobber, linked to the new client.
Why it matters:
Speed matters—especially when leads are shopping around. With this workflow, you can reach out with a quote faster than the competition, boosting your chances of winning the job.
How to set it up:
In Zapier, add a “Create Request” or “Create Quote” action after creating a client. Use the answers your Upfirst agent collected to pre-fill details like service type, property address, and any special notes from the call.
3. Qualify leads and only create jobs for high-value opportunities
How it works:
Upfirst’s AI can ask custom qualifying questions during the call—like “What’s your budget?” or “Are you looking for recurring service?” In Zapier, use a Filter step to only continue the workflow for leads that meet your criteria (for example, budget over $500). If they qualify, a job is created in Jobber automatically.
Why it matters:
This saves you time by focusing follow-up efforts on the best leads, not tire-kickers.
How to set it up:
Add a Filter in your Zap, set your qualifying rules, and then use the “Create Job” action in Jobber only for those that pass.
4. Add internal notes to requests based on call transcripts
How it works:
Your AI receptionist summarizes every call and captures the full transcript. You can automatically add these notes to service requests in Jobber, giving your team extra context before heading out to a job.
Why it matters:
No more miscommunication or missed details. Your crew shows up prepared, knowing exactly what the customer wants or any special instructions.
How to set it up:
After creating a request in Jobber, add the “Add Note to Request” action. Map the call summary or transcript from Upfirst into the notes field.
What actions can you trigger in Jobber after our virtual receptionist answers a call?
With the Jobber virtual receptionist integration, you can automatically:
- Create Client: Add a new client record in Jobber.
- Add Tags to Client: Tag clients for follow-up or categorization.
- Create Request: Log a new service request for a client’s first property.
- Add Note to Request: Attach call summaries or important notes to job requests.
- Create Quote: Generate quotes right from the call data.
- Create Job: Schedule a new job for qualified leads.
Each action helps you capture, organize, and act on every phone lead quickly and accurately.
How to connect Jobber to Upfirst
Getting started with the Jobber answering service integration is simple. Here’s how:
- Sign up for accounts
Make sure you have accounts with both Upfirst and Jobber, and access to Zapier. - Decide what you want to automate
Choose the workflow(s) that will save you the most time—like creating clients, jobs, or quotes after each call. - Configure your AI receptionist in Upfirst
Under Agent → Ask Questions, set the questions you want your AI receptionist to ask callers (e.g., name, service needed, address). - Create a new Zap in Zapier
- Set Upfirst as the trigger app.
- Choose the “Call Completed” trigger event.
- Connect your Upfirst account.
- Add Jobber as the action app
- Choose the action, such as “Create Client” or “Create Request.”
- Connect your Jobber account.
- Map the fields from Upfirst (like caller name, phone, service details) into the appropriate Jobber fields.
- (Optional) Add filters or conditions
Use Filters in Zapier to only create jobs or quotes for leads that meet your criteria (e.g., certain zip codes, budgets, or service types). - Test your Zap
Run a test call to make sure data flows into Jobber as expected. - Turn on your Zap
Once you’re happy with your setup, turn on the Zap—your Jobber answering service integration is now live!
Connecting Upfirst with Jobber via Zapier is a powerful way to streamline lead capture, job creation, and customer follow-up. Even if you’re not a tech expert, you can set up these automations in under an hour—and start saving time on every call, every day.