Jobber is a field service management platform that helps businesses manage client interactions, quotes, and service requests efficiently. With Relevance AI, you can elevate these capabilities by incorporating AI Agents that automate workflows and optimize decision-making.
Jobber streamlines client management and service requests, while Relevance AI empowers these processes with intelligent automation and data-driven insights that adapt to your business needs.
Intelligent Service Orchestration
The AI agent seamlessly coordinates scheduling, dispatching, and resource allocation across multiple service teams in real-time.
Predictive Customer Insights
Analyzes historical client data and service patterns to anticipate needs and optimize service delivery timing.
Operational Intelligence Synthesis
Combines scheduling, customer data, and service metrics to drive smarter business decisions and resource allocation.
Relevance AI integrates seamlessly with Jobber to enhance your field service management workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Jobber account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration leverages OAuth authentication to securely connect Jobber's field service management platform with Relevance AI's workflow automation capabilities. Relevance AI handles all API operations (including client creation, service requests, and quote generation) in the background—while built-in validation ensures proper data formatting and seamless synchronization between platforms.
Advanced error handling and rate limiting protection help maintain stable operations, with automatic type conversion and field validation ensuring your workflows run reliably across both systems.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Jobber + Relevance AI integration without writing code:
- Start with a clean Jobber account: Organize clients and services with clear naming conventions and consistent data formats.
- Use templates: Relevance AI provides pre-built workflows for client management, service requests, and quote generation—perfect for quick setup.
- Connect carefully: Ensure you approve the correct Jobber account and permissions during the OAuth setup.
- Test before scaling: Run automations with test clients and requests first to avoid large-scale errors.
- Watch for rate limits: Implement request throttling and avoid excessive API calls to prevent throttling issues.
