This article walks you through how the Jobber and Chatavise integration works, what each platform does best, and how to connect them to fully automate customer communication throughout the job lifecycle.



What Is Jobber?

Jobber is a field service management platform built for home service businesses. It helps teams manage:

  • Jobs, visits, and quotes

  • Scheduling and dispatching

  • Payments and invoicing

  • Customer and job records

Jobber centralizes operational data so service businesses can efficiently manage high volumes of work.

What Does Chatavise Add for Jobber Users?

Chatavise sits on top of Jobber to enhance customer experience and communication through automation. When connected to Jobber, Chatavise helps you:

  • Send automated appointment confirmations and reminders

  • Trigger “on the way” and post-job follow-up messages

  • Automatically request Google and Facebook reviews

  • Attribute reviews to technicians and employees

  • Display performance using leaderboards and rewards

  • Track link clicks and customer engagement in real time

The result is a fully automated communication layer that reduces manual follow-ups and improves consistency.

How Jobber and Chatavise Work Together

When Jobber sends events (like a visit being created or a job being completed), Chatavise receives those events and triggers workflows automatically.

This allows Chatavise to:

  • Communicate with customers at the right moments

  • Assign reviews to the correct technician

  • Follow up on quotes and approvals

  • Reduce missed opportunities and manual work

How to Connect Jobber to Chatavise

There are two ways to connect Jobber and Chatavise.

Option 1: Connect from the Business Platforms Page

  1. Go to Business Platforms in Chatavise

  2. Click Connect Jobber Account

  3. Log in to Jobber (if not already logged in)

  4. Allow access

  5. Select the Chatavise business profile to connect

You can repeat this process if you manage multiple Jobber accounts or locations.

Option 2: Connect from an Existing Jobber Integration Page

If you’re already viewing Jobber inside Chatavise:

  1. Click Connect

  2. Authenticate with Jobber

  3. Select the matching business profile

Both methods achieve the same result.

Viewing Jobber Activity in Chatavise

Once connected, open the Activity tab to see events Jobber is sending to Chatavise.

Supported events include:

  • Clients created, updated, or deleted

  • Jobs created, updated, or deleted

  • Visits created, updated, completed, or canceled

  • Quotes created, updated, approved, or deleted

You can also replay events if an error occurs to ensure workflows run correctly.

Installing Jobber Automation Playbooks

This is where the integration becomes powerful.

Chatavise provides prebuilt automation templates (playbooks) you can install with one click.

Common Playbooks Include:

  • Visit Created

    • Sends appointment confirmation

    • Schedules a 24-hour reminder

  • Visit Updated

    • Sends updated confirmation

    • Adjusts reminders automatically

  • Visit Completed

    • Sends a thank-you message

    • Requests a review

    • Sends automated follow-ups if no response

  • Visit Deleted

    • Sends cancellation confirmation

  • Quote Created

    • Notifies the customer

    • Sends approval link

    • Follows up automatically if not approved

  • Quote Approved

    • Sends confirmation

    • Stops follow-up reminders

  • Quote Deleted

    • Notifies the customer and ends the workflow

Each installed playbook is immediately active and can be customized to match your brand messaging.

Advanced Workflow Actions

You can extend these workflows further by:

  • Assigning contacts to team members

  • Creating internal reminders

  • Tagging contacts based on behavior

  • Pausing workflows automatically when conditions are met

This ensures no quote, review, or follow-up falls through the cracks.

Disconnecting Jobber from Chatavise

To disconnect Jobber:

  1. Open the Jobber integration page in Chatavise

  2. Click Disconnect

  3. Confirm the action

This removes the connection but keeps your Chatavise data intact.

Need Help or Want More Events Supported?

If you need additional Jobber events or have a specific automation use case:

  • Click the Help button in Chatavise

  • Contact the support team directly

  • Request new event support or workflows

Chatavise can often add new events quickly.