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How to save time with Quo and Jobber

Save time with the Quo (formerly OpenPhone) and Jobber integration

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Running a home service business means your hands are full — literally. Whether you’re booking a commercial cleaning, finishing a repair, or quoting a new job, there’s not much time left to handle the busywork that comes after.

That’s why we built the Quo and Jobber integration. That way, you can take more repetitive admin work off your plate, so nothing slips through the cracks, and your team can stay focused on getting the job done.

In this post, we’ll show you how the integration works, how real teams are using it, and how to get started. And if you’re ready to try it out, there’s a discount waiting for you.

📞 + 🧰 Why Quo and Jobber are better together

Smartphone screen showing an incoming call from a customer, with an arrow pointing to a Jobber dashboard displaying an automatically created call record. The image introduces how the Quo and Jobber integration works if you choose to use it.

We’ve seen how easy it is for service teams to get stuck in the weeds. They’re juggling calls, fieldwork, and customer follow-ups with little time to spare.

But when those details don’t get passed along, things break down. Jobs get delayed. Customers feel forgotten. You miss out on leads. And your team is left scrambling.

That’s why we built the Jobber and Quo integration: to help service businesses deliver a more professional, responsive front-office experience.

With this integration, your communication and operations toolkit comes together. Jobber helps you manage the day-to-day tasks like scheduling, quoting, and invoicing. Quo keeps every call, text, and voicemail in one place that your team can access and act on.

Together, they help you respond faster, capture key call info automatically, and deliver the kind of experience that earns repeat business.

That’s the big picture. Now let’s take a closer look at how the integration saves time where it matters most.

4 Quo and Jobber use cases to ‌help you save time

Here’s how the integration works behind the scenes to save your home service business time.

1. Automatically capture new leads with Jobber Client and Request creation

A Jobber client profile for a new lead named Hebert Gatlin, showing automatically created contact info, open requests, and a scheduled task labeled “OpenPhone Request.” The image shows how the Quo and Jobber integration can capture new leads and requests without manual data entry.
Quo automatically created this new client profile in Jobber

You’re at a job site and a new customer calls. You answer, but your hands are full and you don’t have time to stop and enter their info in Jobber. The risk? That potential job gets forgotten, or no one on your team follows up in time to close them.

With the Quo and Jobber integration, the caller’s contact details are automatically added to Jobber as a new client. Your team can see the new lead right away, allowing them to reach out when they’re available.

💡Why it saves time: You don’t have to stop what you’re doing, scribble notes, or pass on the lead’s information later. Every new opportunity is captured and shared with your team instantly.

2. Keep your team on the same page with synced call summaries

Jobber request page for a lead named Rachel Myers, showing synced call details from Quo. The entry includes a call summary and next steps, showing how the integration helps keep your team on the same page.
OpenPhone call summaries inside Jobber

Let’s say you’re driving to your next job and the customer calls. Maybe they’re trying to reschedule or explain where to find a lockbox. But no one else on your team is around to hear the update.

That’s how things get missed. Someone might show up at the wrong time, waste 20 minutes trying to enter the property while the customer waits, and the next job gets delayed.

These small communication gaps add up. They cause delays, frustrate customers, and make your team look disorganized — even when you’re doing everything right.

With Quo (formerly OpenPhone), every call is automatically summarized and synced to the relevant client and request in Jobber. Your team will also be able to access these summaries even though they weren’t on the call. Everyone will be able to find out about the changes and know what to do without having to track you down.

💡Why it saves time: You don’t have to send reminders or relay instructions. Your team can get the update in Jobber whenever they need it to stay one step ahead.

3. No more switching between apps to make a call

You open a job in Jobber and realize you need more details before getting started. Maybe a colleague didn’t get all the information during the last call, and now it’s on you to follow up.

But calling the customer means switching apps, finding their number, and dialing it in. It’s frustrating and slows you down.

With the Quo and Jobber integration, you can just tap the client’s number in Jobber to call them right away. No app switching, no extra steps.

💡Why it saves time: You don’t have to bounce between apps or waste time typing in phone numbers. Just tap the click-to-call button and make the call.

4. Quickly review past conversations with searchable transcripts

Jobber view showing a call transcription from a conversation between a customer and Sona, Quo’s AI voice agent. The transcription is automatically synced into Jobber, making it easy to review past calls and clear up confusion.
OpenPhone call transcriptions inside Jobber

If a customer pushes back on a charge or says they were quoted something different, the pressure’s on. You’re caught off guard, trying to remember what was said — and now it’s your word against theirs. It’s stressful, uncomfortable, and puts your credibility on the line.

With the Quo and Jobber integration, a time-stamped transcript is automatically added to their Jobber Request after each call. You don’t have to dig through recordings or rely on memory. Just search by a keyword and see exactly what was said, letting you ‌resolve the issue quickly and protect your team.

💡Why it saves time: This helps you resolve disputes quickly, protect your team, and avoid calling the customer back just to double-check the details. Just type a keyword, scan the transcript, and clear things up.

How the Quo and Jobber integration is helping real teams

Pink’s Windows, a home service company based in Texas, handles a high volume of jobs. They cover everything from window cleaning to gutter and roof washing. Staying organized while managing dozens of daily appointments used to be a challenge.

Now, when a customer calls, Quo logs the details in Jobber and adds a call summary to the client’s profile. Brandon from Pink’s Windows says it’s made it easy for his team to stay in sync without needing to follow up.

“When a call comes in, Quo automatically creates a new request in Jobber and uses AI to summarize the conversation in that client’s profile. Anyone on our team can click on that customer in Jobber and see the full context — there are no missing pieces. I don’t even have to tell Carter (co-founder) what the call was about — he can just check the summary. It’s really special.”

— Brandon, Pink’s Windows Four Points

Photo of Brandon Downer, co-founder of Pink’s Windows, alongside his quote about the Quo and Jobber integration. He shares that making a change at scale is usually hard, but the integration made it pretty easy for his team.

Easy setup, no tech skills needed (discount inside)

Getting started with the Quo and Jobber integration only takes a few minutes — no complicated steps or technical know-how required.

  1. Don’t have a Jobber account yet? Sign up here to create one.
  2. Open the Quo web or desktop app.
  3. Head to your Workspace settings, then click Integrations and tap Jobber.
  4. Click Connect to Jobber and follow the prompts to link your accounts.
  5. Make sure the Transcribe and summarize calls setting is turned on for the phone number you want to sync.

That’s it! After you’ve completed the integration, Quo will automatically log calls, create Jobber requests, and add AI summaries to your client records.

New to Jobber? Here’s your discount

If you’re just getting started with Jobber, we’ve got a special offer waiting for you.

As an Quo customer, you’ll get a 14-day free trial, plus 20% off your first six months with Jobber (or 10% off an annual plan). It’s a great way to test how both tools work together and save money while you do it. 

Let Quo and Jobber handle the busywork

With the Quo and Jobber integration working behind the scenes, your team doesn’t have to chase down updates, replay calls, or worry about missing customer details. Log, summarize, and share every call right inside Jobber. You and your team can move faster, stay on top of jobs, and deliver a smoother experience for your customers.

Try it free and get 20% off your first six months with Jobber. Get set up in minutes and start saving time on every call.

👉Set up the integration and claim your discount.

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