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IntegrationsField service and operations

AI for Jobber that knows the rest of your business

Jobber holds the jobs, the crews and the schedule. Liaison connects to it with access you grant and reads jobs, quotes, visits, timesheets and equipment, and keeps the schedule, the invoicing and the customer in step with what happened in the field.

Because it reads Jobber together with your books, your CRM and your calls, an answer about the jobs, the crews and the schedule comes with the rest of the picture. You keep Jobber; nothing is replaced or re-entered.

What Liaison does with Jobber

  • Fills schedule gaps from the waitlist and texts both customers from your number.
  • Turns finished jobs into invoices and chases the ones that go unpaid.
  • Follows up on open quotes in your voice before the customer goes elsewhere.
  • Assembles hours for payroll and flags anything that looks wrong before the run.

Questions it answers across Jobber and your other tools

  • “Which jobs finished this week but have not been invoiced?”
  • “Where is there a gap on Thursday, and who on the waitlist can fill it?”
  • “Which quotes are older than ten days with no answer?”
  • “Which crews ran over their hours this pay period, and on what jobs?”

What it reads in Jobber

6 kinds of Jobber data Liaison can read on its own, every time it answers a question or does a job.

  • Clients
  • Jobs
  • Visits
  • Quotes
  • Invoices
  • Search QuotesSearch for quotes using a search termin Jobber

What it can do in Jobber

4 actions Liaison can take in Jobber. It does the ones you have approved, in your voice; anything that moves money waits for your yes.

  • Create ClientGenerates a new client within Jobber
  • Create QuoteGenerates a new quote for a client's property in Jobber
  • Create Service RequestCreates a new service request for a client's first property within Jobber
  • Filter QuotesFilter quotes by status, quote number, or cost in Jobber
Liaison Professional · $629 a month

Liaison in Jobber, set up with you, for $629 a month.

  • Connects to Jobber with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
  • Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
  • Answers a question about Jobber with the rest of the picture: the customer, the invoice, the thread, the calendar.

On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.

“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner

$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.

Work, Scheduled: the routines that run on their own. Your day at 6 AM, the receivables pass at 11 PM, the schedule pass at 6 PM, the Monday receivables report, each showing what the last run delivered.

Questions

Does Liaison replace Jobber?

No. You keep Jobber exactly as it is. Liaison connects to it, reads it together with your books, your CRM and your calls, and does the work in it the way a person on your team would.

How does Liaison connect to Jobber?

With access you grant from your own Jobber account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.

Can Liaison act in Jobber without asking?

It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.

What does it cost?

Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.

See it on your own business.

Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.

Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.