Overview
What the Jobber connection does.
Kai handles client calls and creates work requests in your field schedule.
Creates new clients
When a homeowner or business calls, Kai collects their name, phone, and property address. He creates a client profile in Jobber.
Creates job requests
Kai asks what work is needed (such as a plumbing leak, mowing, or HVAC check). He opens a new request in your Jobber Requests tab.
Matches existing clients
If an existing client calls from their saved phone number, Kai links the new request to their existing client card.
Alerts your team
Your dispatch team sees the new request ready for review, quoting, and scheduling.
Prerequisites
Before you connect.
1. Jobber admin login
You need an active Jobber account with admin permissions to authorize third-party apps.
2. Supported plans
KaiCalls connects with Core, Connect, and Grow Jobber subscription plans.
Setup
How to connect Jobber.
Link your account in four quick steps.
- 1
Open Connections in KaiCalls
Go to Connections > Jobber. - 2
Click Connect Jobber
You will see the secure Jobber login and permission dialog. - 3
Log in and click Allow
Approve permissions to view and create clients and requests. - 4
Verify Connected status
You will be returned to KaiCalls with a green Connected badge.
Verification
How to prove it worked.
Run a test call and check Jobber.
- Place a test call to your KaiCalls number from a phone not saved in Jobber.
- Give a test name like "Sam Wilson", give an address, and say you need an estimate.
- Wait for the call to end and log in to your Jobber web dashboard.
- Click Clients: Confirm "Sam Wilson" appears with his phone and address.
- Click Requests: Confirm a new request is waiting with the job notes.
Troubleshooting
Fix common Jobber issues.
Request not created
Verify the caller gave job details. If the caller hung up before explaining their need, Kai logs the call in KaiCalls but skips creating an empty request.
Address is missing
If the caller did not state an address, Jobber saves the client with their phone number only. You can edit the client card in Jobber.
Permission error
Only Jobber account owners or admins can connect apps. Ask your account owner to sign in and click Connect.
Token disconnected
Click Reconnect on the Jobber card in KaiCalls to refresh your login grant.
Leaving
How to disconnect Jobber.
Click Disconnect on the Jobber card in KaiCalls. Kai will stop sending requests. All clients, requests, and job cards in Jobber remain permanently in your account.