Field Service Integration

Best AI Assistant for Jobber

Carly is an AI assistant that connects to Jobber so you can send quotes, create jobs, check your schedule, and send invoices — all by email or text. No sitting down at the app to turn a quote into a booked job.

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What Carly can do with Jobber

Send quotes from the driveway

Text or email Carly the client and line items after you walk a property and she creates the quote in Jobber — so the price is in the client's inbox before you pull away.

Turn approved quotes into jobs

When a client approves a quote, tell Carly and she converts it into a scheduled job in Jobber, so nothing sits in limbo between yes and the calendar.

Send invoices when work is done

Finished a job? Tell Carly and she creates and sends the invoice in Jobber, so billing goes out the same day instead of at the end of the week.

Check your schedule and clients

Ask Carly what's on the calendar tomorrow or pull a client's history and she reads it back from Jobber — no opening the app to plan your route or prep for a visit.

How home-service businesses keep Jobber moving from the field

Jobber is the workhorse for home-service businesses — landscapers, cleaners, painters, plumbers, and contractors who quote, schedule, and invoice all day. The money is in the flow: quote goes out, gets approved, becomes a job, job gets done, invoice goes out. Every hour that flow stalls because someone hasn't sat down at Jobber is an hour of cash sitting still.

AI tools for Jobber should keep that flow moving from wherever you are. When sending a quote or turning it into a scheduled job is as fast as a text, work keeps advancing. When it means opening the app, finding the client, and clicking through the quote builder, quotes go out late and jobs pile up unbilled.

How Carly works as your AI Jobber assistant

In your Carly dashboard at carlyassistant.com/integrations, connect Jobber with your API key. Once connected, you create quotes, book jobs, check your schedule, and send invoices over email or text — like having an office coordinator who keeps the pipeline flowing while you're on site.

Walked a property and know the price? Text Carly the client and the line items and she creates the quote in Jobber. Quote just got approved? Tell Carly and she converts it into a scheduled job. Wrapped the work? Ask Carly to send the invoice. Want to know what's on the calendar tomorrow? She reads your Jobber schedule back.

Because Carly works from outside Jobber, she can line up client data with your calendar, email, and other tools — pulling a client's last message or confirming a visit time alongside their Jobber record.

Who uses Carly with Jobber

Owner-operators and small crews in landscaping, cleaning, painting, and the trades who quote and schedule between job sites. Estimators who want a quote out the door before they leave the driveway. Office coordinators who want to convert approved quotes into jobs and send invoices without being chained to Jobber all day. If your business runs on Jobber but the admin work slows the pipeline, Carly keeps quotes, jobs, and invoices flowing from your phone.

See it in action

How to connect Jobber to Carly

1

Sign up for Carly

Create your account in under 2 minutes.

2

Connect Jobber

Authorize the Jobber integration from your Carly dashboard. One click, and you're connected.

3

Start giving instructions

Email or text Carly with what you need done in Jobber. She handles the rest.

Automate Jobber in 2 minutes

No complex setup. No code. Just tell Carly what you need.

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Frequently asked questions

What is the best AI tool for Jobber?

Carly is an AI assistant that connects to Jobber and lets you create quotes, book jobs, check your schedule, and send invoices — all by email or text. She works from outside the app so you can keep the quote-to-invoice pipeline moving without sitting down at Jobber.

Can AI create quotes in Jobber?

Yes. With Carly, you text or email the client and line items and she builds the quote in Jobber within seconds — so you can send a price from the driveway right after you walk a property.

How does Carly connect to Jobber?

In your Carly dashboard at carlyassistant.com/integrations, connect Jobber with your API key. Once connected, Carly can create quotes and jobs, read your schedule, pull client records, and send invoices from your Jobber account.

Can Carly turn a Jobber quote into a job?

Yes. When a client approves a quote, tell Carly and she converts it into a scheduled job in Jobber — so nothing stalls between the client's yes and a spot on your calendar.

Can Carly send invoices in Jobber?

Yes. Tell Carly a job is done and she creates and sends the invoice in Jobber, so billing goes out the same day instead of piling up for the end of the week.

Is Carly different from Jobber's built-in automations?

Yes. Jobber's automations send quote follow-ups and invoice reminders inside the app based on rules you configure. Carly is an external assistant you email or text — she lets you build quotes, book jobs, and send invoices on demand from anywhere, without opening the app. She also connects Jobber to 200+ other tools.

Ready to automate your busywork?

Carly schedules, researches, and briefs you—so you can focus on what matters.

See what people say

"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.

Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.

On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."

Gus Ibrahim, Founder & Director, IHR