Easily connect your ServiceAgent.ai account with Jobber CRM to automatically log all your calls (completed and missed) as activities - with Call Summary, Action Items, and other caller details.

What This Integration Does

Once connected, every call handled through ServiceAgent - whether completed or missed - will be automatically logged in your Jobber CRM under the appropriate contact or lead.

🔧 How to Set Up the Integration

Follow these simple steps to connect ServiceAgent.ai to your Jobber CRM.

Step 1: Go to integrations Page

1. Log into your ServiceAgent ai account.

2. Click integration

3. Go to Jobber card and click Connect

Step 2: Provide ServiceAgent Access

1. A screen will open asking for permissions

2. Click on allow access button

📈 What Happens Next?

From this point forward, all calls handled via ServiceAgent will be recorded in your Jobber CRM:

• Logged as Activities under the appropriate contact/lead (based on the phone number match).

• Each call activity will include:

  • 📞 Customer Number

  • ☎️  Agent Name & Number

  • 📄 Call Type

  • 🕒 Call Duration

  • 📝 Call Summary

  • ✅ Action Items

  • 🔖 Tags

  • 🔁 Conversation Link

  • 📅 Call Timestamp
    
    

🛠️ Troubleshooting

Call logs not showing in Jobber?

• Check that the email used matches your Jobber account.

🙋 Need Help?

Contact our support team anytime at help@serviceagent.ai or via live chat on your dashboard.