Phantom Desk AI + Jobber
Every inbound call to your home-services business turns into a Jobber request, quote, or scheduled job — with the client, property, and call transcript already attached. You wake up to a populated pipeline, not a stack of voicemails.
Book a 20-minute demo to see the Jobber integration live.What syncs
Data direction: Phantom Desk AI → Jobber. Every event below fires within 30 seconds of call completion.
| Phantom Desk AI | Jobber |
|---|---|
| Inbound call | → Jobber request created with client + property + details |
| Caller phone number | → Matched to existing Jobber client (or new one created) |
| Service address captured | → Written to Jobber property record |
| Booking confirmed on call | → Scheduled job created on the Jobber calendar |
| Quote conversation | → Quote draft created with line items the caller asked about |
| AI call summary + transcript | → Attached as a Jobber client note |
Best for
Small to mid-size home-services operators on Jobber — landscaping, cleaning, junk removal, painting, plumbing, HVAC, electrical, pool service, and tree care.
Setup
- 01Connect Jobber API credentials in onboarding (included in setup).
- 02Phantom Desk AI maps fields — service types, teams, request statuses — to your existing Jobber pipeline.
- 03Place a test call to verify the round-trip from inbound call → Jobber request → scheduled job.
Frequently asked
Does Phantom Desk AI create requests or quotes in Jobber?
Phantom Desk AI creates a Jobber request (or quote, depending on your configuration) for every qualified inbound call, with the client name, service address, and request details prefilled.
Can it schedule jobs directly into the Jobber calendar?
Yes. When a caller books an appointment on the call, Phantom Desk AI checks Jobber availability, holds the slot, and creates the scheduled job assigned to the right team or crew.
What happens to the call recording and transcript?
The full transcript and AI-generated summary attach to the Jobber client record as a note so the next person who looks at the file sees exactly what was said.
Does it work with Jobber's client communication features?
Phantom Desk AI sends a confirmation SMS and email after booking and writes those events back to the Jobber timeline so all caller touchpoints stay in one place.
How long does Jobber integration take to set up?
Jobber integration is included in the standard onboarding. API credentials are connected during the first onboarding call and verified with a test call before go-live — typically under 30 minutes.
See it write into Jobber live.
Book a 20-minute demo to see the Jobber integration live.
Book a Discovery Call