Help desk, field service & automation
Jobber
Let your agents add customers and look up jobs in Jobber, so calls turn into jobs without typing.
With Jobber connected, your agents can create new customers and check job status during a call, and see a caller's history — jobs, estimates and invoices. Calls turn into jobs without anyone typing them in.
Connect it
- Open Integrations under Setup in your workspace.
- Select the Jobber card and choose Connect Jobber.
- Sign in to Jobber and allow access. You are returned to Chatley, and the card shows Jobber connected.
A workspace connects to one Jobber account. If it already has a different one, Chatley says so — disconnect it first.
Use it in an agent
Open the agent's Actions tab. The Jobber actions show Needs Jobber connected until you connect, and Needs reauthorization if Jobber access has lapsed.
If it stops working
| Problem | What to check |
|---|---|
| Jobber access wasn't granted | You declined at Jobber. Choose Connect Jobber again and allow access. |
| That connection attempt expired | Start again with Connect Jobber. |
| Needs reauthorization | Jobber access was revoked or expired. Use Reauthorize on the card. |
| This workspace already has a different Jobber account connected | Disconnect the current account, then connect the other. |
Next steps
- Integrations — everything you can connect.
- Agents — add the Jobber actions to an agent.