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 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
