Jobber + NextPhone

Overview

Jobber is where you run the business: clients, requests, quotes, scheduling, invoicing. NextPhone is the receptionist that answers your phone around the clock. Put them together and the calls you would have missed show up in Jobber as real work. A new caller becomes a client. The call becomes a request sitting in your Requests list with the summary and everything they told you attached, ready to quote or schedule. Someone who has called before lands on the client record they already have.

How it works

Someone calls while you are on a roof or under a sink. NextPhone answers, works out what they need, and asks the questions you want asked. The moment the call ends, Jobber has them: matched to their existing client record by phone number, or added as a new client with their name and email. A request opens on that client, titled with who called and what it was about, carrying the call summary, every answer they gave, and a link to the recording. You open Jobber and quote it.

Capabilities

• Finds the caller you already know - matched on their phone number, so a repeat customer lands on their existing record instead of a duplicate
• Adds the ones you do not - first-time callers become clients with their name, number, and the email they gave on the call
• Opens a request you can quote - every call worth keeping shows up in your Requests list, ready to turn into a quote or a scheduled job
• Writes down what they said - the summary and each answer land on the request as fields, so nobody replays the call to find the address