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Penny
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Field service · Direct connection · Pro

Give your Jobber office the request Penny took.

A caller reports a dripping kitchen faucet. When the call ends, Penny finds the client in Jobber by phone number, or adds a new one, and creates a Request with what the caller said. Your office starts the follow-up from there.

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The fields your office receives

Source fieldDestination
Caller name, phone, and emailThe client found by phone number, or a new client
Service address, when givenThe property of a new client, and the Request details
What the caller needsRequest title
Captured answers, preferred times, Penny’s summary, and a link to the conversationRequest details
The location the caller reached, when you have more than oneRequest title and details
Direction
Penny searches your Jobber clients by phone number, then writes a Request for the match or a new client. She doesn’t read anything else from Jobber.
When it happens
Penny creates the Request right after the call or chat ends, usually within a few minutes.

A Jobber Request is intake. Your office still decides on a quote, job, and scheduled visit. Penny tells the caller that the team will follow up to schedule; she does not promise a technician’s arrival from this record. When Penny books a time on your calendar, the Request lists it so your office can add the visit in Jobber.

Set up the connection

  1. 1

    Connect Jobber

    In Penny, open Settings → Integrations and choose Connect Jobber. Sign in to Jobber as an admin user and allow access to clients and requests.

  2. 2

    Choose the intake questions

    Require the name, callback number, and service details your office needs. Ask for the service address so a new client arrives with a property.

  3. 3

    Make a test call

    Call your Penny number with a clearly marked test request. When the call ends, find the Request under the client in Jobber. In Penny, that conversation shows Sent to Jobber.

  4. 4

    Assign the office’s follow-up

    Decide who reviews Requests and contacts callers about scheduling. Use your normal Jobber workflow to turn the intake into the next step.

Required fields used to prepare intake for a connection
Prepare the intake your Jobber workflow needs. This is Penny’s existing required-fields control with sample data; the destination record is illustrated separately below.

Jobber Request

Client
Sample Caller
Request
Kitchen faucet keeps dripping
Details
Preferred time weekday mornings, Penny’s summary, and a link to the call
Office action
Review the inquiry and contact the caller about scheduling
Sample Jobber Request: the office has the caller’s inquiry ready for scheduling follow-up.

Check the first result

Find the test Request under the right client, with the details and the link back to Penny. Listen to Penny’s closing line: it should describe a captured request with office follow-up, without claiming a scheduled visit.

Questions about this connection

Does this create a scheduled Jobber visit?

It creates a Request for your office to review. Your team handles the quote, job, and scheduled visit in its normal Jobber workflow.

Does Penny look up my clients during the call?

No. Penny doesn’t read Jobber while she talks with a caller. After the conversation she matches the client by phone number, so a repeat caller’s Request lands on the client you already have.

Which Jobber plan do I need?

Any Jobber plan. Connecting needs a Jobber admin user.

How do I know the connection is ready?

Find the test Request under the right client, with the details and the link back to Penny. Listen to Penny’s closing line: it should describe a captured request with office follow-up, without claiming a scheduled visit.

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