AI agents for Jobber

Find clients

Searches clients (customers and leads) by a term matched against name, company, email, phone and address, optionally leads only or archived ones.

Get a client

Reads one client by ID: name and company, isCompany, isLead, emails, phones, billingAddress, tags, jobberWebUri, createdAt and updatedAt, in data.client.

List a client's properties

Lists the properties (service addresses) of one client.

Find jobs

Lists jobs, optionally by a search term, status (active, upcoming, today, late, action_required, requires_invoicing, unscheduled, on_hold, archived) or a start-date range.

Get a job

Reads one job by ID: jobNumber, title, jobStatus, instructions, startAt, endAt, total, the client (name, emails, phones), the property address, and its first 20 visits.

List visits

Lists scheduled visits (the schedule), by a start-time range, status (ACTIVE, COMPLETED, LATE, TODAY, UNSCHEDULED, UPCOMING) or assigned team member.

Find quotes

Lists quotes, optionally by a search term, client or status (draft, awaiting_response, approved, converted, changes_requested, archived).

Get a quote

Reads one quote by ID: quoteNumber, title, quoteStatus, message, the client, up to 50 lineItems (name, description, quantity, unitPrice, totalPrice) and amounts.

Find invoices

Lists invoices, optionally by a search term, client or status (draft, awaiting_payment, paid, past_due, bad_debt).

List team members

Lists the account's users (team members).

Create a client

Creates a client: a person (a last name is needed) or a company (a company name), with an optional email and phone number.

Add a property

Adds a service address (property) to a client.

Create a job

Creates an unscheduled one-off job at a client's property, with a title, instructions and optional line items (name, quantity, unit price), billed as a fixed price on completion unless told otherwise.

Add a note to a job

Adds an internal note to a job for the team.

Add a note to a client

Adds an internal note to a client's profile (not linked to its jobs, quotes, requests or invoices).

Create a request

Creates a service request (a new piece of work to assess or quote) for a client, optionally at one of its properties, with a title and instructions for the assessment.