Connect Jobber
Open Dashboard -> Integrations, choose Jobber, and authorize the Jobber account that should receive service-request handoffs.
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Service requests
Jobber
Send qualified service-business leads from Harlo into Jobber so your team can follow up on quote, job, and service requests.
Visitor intent
Lead captured
Harlo action
Submit service request
Provider result
Jobber handoff is created
Setup
Configure Jobber
Enable service agents
Choose agents that collect job, estimate, service, or quote requests. Leave Jobber disabled for agents that should only answer FAQs.
Tune lead capture fields
In Builder, ask for the fields your team needs before creating a useful Jobber handoff: name, email or phone, service need, location, timeline, and question.
Test a real request
Complete a visitor conversation that asks for service and verify the Jobber record includes contact details and context.
Configuration
Required fields and decisions
Contact method
Collect email or phone so the service team can follow up.
Service need
Ask what the visitor needs help with.
Location or address
Recommended for service-area and dispatch workflows.
Testing
Verify before launch
1
Ask the widget for an estimate or service appointment.
2
Complete the configured lead fields.
3
Check Jobber for the new customer or service-request style handoff.
Troubleshooting
Common fixes
No record appears
Confirm Jobber is connected, the agent is selected, and the conversation completed lead capture.
Missing contact details
Update lead fields in Builder so Harlo asks for the details Jobber needs.
Permissions changed
Reconnect Jobber if OAuth permissions were changed or revoked in Jobber.