Skip to content
Penny
Log inTry Penny free

Field service · Direct connection · Pro

Give your Jobber office the request Penny took on the phone.

A caller reports a dripping kitchen faucet. Penny finds or creates the client in Jobber and adds a Request with the service inquiry. Your office starts the follow-up from what the caller said.

Try Penny freeRead the setup guide

14 days of Pro included. No credit card.

The fields your office receives

Source fieldDestination
Caller nameMatched or newly created client
Service inquiryJobber Request title or description
Details included in the inquiryRequest text for the office to review
Direction
Penny looks for the client in Jobber, then writes a Request against that client.
When it happens
The Request is created during the call after Penny has captured the service inquiry.

A Jobber Request is intake. Your office still decides on a quote, job, and scheduled visit. Penny tells the caller that the team will follow up to schedule; she does not promise a technician’s arrival from this write.

Set up the connection

  1. 1

    Authorize Jobber

    Choose Jobber in Penny’s Integrations settings. Sign in with an account authorized to connect apps and approve access to clients and requests.

  2. 2

    Choose the intake questions

    Require the name, callback number, and service details your office needs. Ask for the location before describing an inquiry as ready for follow-up.

  3. 3

    Use a test client

    Call Penny with a clearly marked test inquiry. Open Jobber and find the client and associated Request. Check that the request describes what the caller reported.

  4. 4

    Assign the office’s follow-up

    Decide who reviews Requests and contacts callers about scheduling. Use your normal Jobber workflow to turn the intake into the next step.

Required fields used to prepare intake for a connection
Prepare the intake your Jobber workflow needs. This is Penny’s existing required-fields control with sample data; the destination record is illustrated separately below.

Illustrative Jobber Request

Client
Sample Caller
Request
Kitchen faucet keeps dripping; caller requests a service visit
Office action
Review the inquiry and contact the caller about scheduling
Sample Jobber Request: the office has the caller’s inquiry ready for scheduling follow-up.

Check the first result

Find the test Request under the correct client. Listen to Penny’s closing line: it should describe a captured request with office follow-up, without claiming a scheduled visit.

Questions about this connection

Does this create a scheduled Jobber visit?

It creates a Request for your office to review. Your team handles the quote, job, and scheduled visit in its normal Jobber workflow.

How do I know the connection is ready?

Find the test Request under the correct client. Listen to Penny’s closing line: it should describe a captured request with office follow-up, without claiming a scheduled visit.

Browse all connections