3 Easy Ways PATLive Integrates with Jobber
In the fast-paced home services industry, time is money. Every minute spent on administrative tasks is a minute not serving customers and growing your business. That’s why integrating PATLive with Jobber is such a game-changer.
PATLive is a leading virtual receptionist service that handles your calls and web chats, schedules appointments, and provides top-notch customer support. Jobber is a comprehensive business management platform designed for home service businesses, helping you manage your operations from scheduling to invoicing.
By utilizing PATLive’s Jobber integration options, you can streamline your operations and reduce manual work, ultimately saving you time and money. Here are the three ways PATLive can seamlessly integrate with Jobber to enhance your business efficiency:
- API Integration: Automatically create and update contacts in Jobber based on customer calls.
- Scheduling URL Integration: Schedule appointments directly on your Jobber calendar using a provided URL.
- Direct Jobber Dashboard Access: Log in to your Jobber dashboard to perform various needed operations.
Let’s dive into each of these integration methods and see how they can benefit your business.
PATLive’s Jobber API Integration
You might have already heard the exciting news that PATLive now has a seamless Jobber integration which automatically creates and updates contact records within Jobber? We’re still really thrilled about this game changing offering! When our virtual receptionists answer your customer’s call or web chat, we’ll collect all the essential information and ensure that their Jobber contact record is automatically updated for you, all without the receptionist ever needing to log in to your Jobber Portal.
Benefits of using PATLive’s Jobber Integration
- Efficiency: No need for manual data entry between multiple platforms. Our seamless Jobber integration takes care of it for you!
- Accuracy: By not having to type out the data collected in multiple places, you will see reduced errors in contact information.
- Real-Time Updates: Immediate updates ensure the latest information is always available.
- Increased Security: Our virtual receptionists won’t need direct access to your Jobber dashboard at all. Our seamless integration updates the contact info automatically!
Jobber Scheduling URL
PATLive offers completely customized call handling instructions, which means that you could choose to provide us with your Jobber Online Booking URL for your appointment scheduling needs, and we can handle that for you directly! Your callers would call in and request an appointment, we’d gather the essential information, and use your external scheduling URL to schedule your customers directly on your Jobber calendar along with any services requested.
Benefits of using the Jobber Online Booking URL
- Convenience: Simplifies the scheduling process and keeps all scheduling information within Jobber.
- Time Saving: Reduces back-and-forth communication needed.
- Seamless Coordination: Ensures appointments are accurately recorded.
Direct Jobber Dashboard Access
For a more hands-on approach, PATLive’s virtual receptionists can log into your Jobber dashboard directly. This method allows our virtual receptionists to perform a variety of operations beyond just scheduling, providing a comprehensive service tailored to your business needs. This flexibility ensures that we can handle any task that you provide instructions for, giving you more control and peace of mind.
Benefits of Direct Jobber Dashboard Access
- Comprehensive Service: Allows for a range of operations beyond just scheduling.
- Flexibility: PATLive’s customized call handling instructions make the possibilities nearly limitless! We can handle any tasks that you instruct us on.
- Control: Maintains the ability to perform complex actions.
A Powerful, Flexible, and Comprehensive Solution
Integrating PATLive with Jobber offers a powerful combination to streamline your business operations and enhance efficiency. Whether you choose our API integration, scheduling URL method, or direct dashboard access, you’ll enjoy benefits like increased accuracy, time savings, and a more seamless workflow. These integration options streamline your administrative tasks, allowing you to focus on delivering excellent service to your customers and growing your business.
Ready to experience the benefits of PATLive’s integration with Jobber? Sign up today for a 14-day free trial and see the difference for yourself. Plus, mention Jobber when you sign up, and you’ll receive 10% off the regular cost of PATLive services. Don’t miss out on this opportunity to streamline your operations and save valuable time and money. Start your free trial now and take the first step towards a more efficient and productive business!
