Field Service Integration

Answer Every Call. Capture Every Lead. In Jobber.

Marlie AI answers your service calls 24/7, qualifies the caller, and pushes them straight into Jobber as a Client and Request — or as a scheduled Job with a Visit on the dispatcher's calendar.

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Built for Jobber-powered home service businesses

Jobber runs the back office for tens of thousands of trades — plumbing, HVAC, lawn care, cleaning, pest control, painting, electrical. The bottleneck for most owner-operators isn't dispatch or invoicing — it's the phone. Calls come in while crews are on a job, the office is closed, or the owner is driving between sites. Each missed call is a lead handed to the next company on the list.

Marlie AI sits in front of your Jobber account and answers every call. We match returning callers to existing Jobber Clients by phone or email, qualify the new ones, and create the right record — a Jobber Request when you want a dispatcher to triage the lead, or a scheduled Job with a Visit when the caller is ready to book a time. The dispatcher opens Jobber and the lead is already there, with caller details, qualifying notes, and a link to the call recording.

What You Get with Marlie + Jobber

Everything you need to connect your phone calls with Jobber — fully automated, zero manual work.

Auto-Create Clients & Requests

New callers become Jobber Clients with phone, email, and address. Their service request is captured as a Jobber Request your dispatcher reviews and schedules.

Schedule Jobs With Visits

For customers ready to commit to a time, Marlie checks live availability against your Jobber users' schedules and books a Job with a Visit — landing on the dispatcher's calendar instantly.

Returning-Client Recognition

Marlie matches inbound callers to existing Jobber Clients by phone and email, so service history, properties, and notes follow every new request.

Live Availability From Jobber

Availability is computed live from your Jobber Users and existing Visits, respecting your business hours, lead-time policy, and booking window — no double-booked techs.

Dispatch-Ready Notes

Every call ends with a Jobber-attached summary capturing the caller's exact words, access notes, urgency, and any qualifying details your team needs to dispatch correctly.

OAuth + Marketplace Ready

Connect Jobber in one click via OAuth — no API keys to copy. Atomic refresh-token rotation keeps the connection alive without surprise reconnects.

How It Works

Get up and running with Jobber in minutes — no coding required.

Connect Jobber

Authorize Marlie from the dashboard via OAuth. Works with any Jobber plan that includes API access — Connect, Grow, or Plus.

Pick Your Booking Mode

Choose Request mode (dispatcher confirms every booking) or Job-with-Visit mode (Marlie books straight onto the calendar for ready-to-schedule callers).

Set Hours & Policies

Marlie reads your business hours, lead-time minimum, and booking window from your Marlie dashboard so available slots always match how you actually operate.

Marlie Answers, Jobber Updates

Inbound calls are answered, qualified, and turned into Clients + Requests (or scheduled Jobs) inside Jobber within seconds of the call ending.

Built for Real Scenarios

See how businesses use Marlie + Jobber to capture more leads and streamline operations.

Owner-Operator on a Job Site

Scenario

A solo plumber is under a sink and the phone rings. By the time they wash up, the caller has hung up and called the next plumber on Google.

Outcome

Marlie answers in under two seconds, captures the leak details and address, and creates a Jobber Request the owner sees the moment they check their phone.

Multi-Tech Cleaning Company

Scenario

A cleaning company has 6 crews running and the office gets 30+ calls a day. The dispatcher misses calls during routing peaks.

Outcome

Marlie qualifies the caller, books a recurring or one-time clean as a scheduled Job-with-Visit on the right crew's calendar, and the dispatcher confirms with one tap.

After-Hours HVAC Coverage

Scenario

An HVAC shop closes at 5 PM but emergency calls come in until midnight. Voicemail loses the lead to the first 24/7 competitor.

Outcome

Marlie answers after hours, flags the call as an emergency in the Jobber Request notes, and pings the on-call tech so dispatch happens before the caller goes elsewhere.

Frequently Asked Questions

Common questions about the Marlie AI + Jobber integration.

Which Jobber plans does this work with?

Marlie integrates with any Jobber plan that includes API access — Connect, Grow, and Plus. The integration uses Jobber's official OAuth and GraphQL API, so there's no scraping or account-sharing.

What's the difference between Request and Job-with-Visit booking?

Request mode creates a Jobber Request (a lead) so your dispatcher can review and schedule it manually. Job-with-Visit mode creates a scheduled Job with an actual Visit on a tech's calendar — best for clients with an existing service property in Jobber. Most accounts start in Request mode and switch to Job-with-Visit once they're confident in the AI.

Will Marlie match returning customers to existing Jobber Clients?

Yes. Inbound callers are matched against your existing Jobber Clients by phone number and email before any new record is created — so service history, notes, and property details carry forward instead of fragmenting across duplicate records.

How does Marlie know when a tech is available?

Marlie reads your bookable Jobber Users and their existing Visits live, then applies your dashboard's business hours, minimum lead time, and booking window to compute real availability. Slots that would double-book a tech or fall outside your hours are never offered to the caller.

Can Marlie cancel or reschedule existing Jobber bookings?

Reschedule is supported — Marlie updates the underlying Jobber Visit when callers ask to move a time. Cancel is intentionally non-mutating today: in Request mode the caller hears that the dispatcher will remove the lead; in Job-with-Visit mode Marlie tells them to confirm with the dispatcher rather than risk leaving a Visit on the calendar after a tech has been assigned. We're verifying the official archive mutation in Jobber's API before automating cancel end-to-end.

Is the Jobber integration available now?

The integration is shipped and being used by early Jobber customers in Draft state on Jobber's marketplace. Marketplace approval is in flight; if you'd like access today, reach out and we'll connect your account during the early-access window.