field service
Sockly + Jobber
Integrate Sockly with Jobber for home service job scheduling. Automate booking, sync team schedules, and manage client communications effortlessly.
How It Works
- 1
Link your Jobber account to Sockly via API authentication (5 minutes)
- 2
Set up job types, service offerings, and team member specializations
- 3
Sockly receives calls, identifies the service request, and checks Jobber for client history
- 4
Views team member schedules and availability by service area
- 5
Creates jobs in Jobber with client info, service details, and preferred scheduling
- 6
Sends automated confirmations to clients with visit details and team member info
Features
- Client and property lookup from Jobber database
- Team member availability and skill-based assignment
- Quote and estimate request handling
- Job creation with visit details and service notes
- Recurring service and maintenance plan booking
- Visit window and arrival time communication
- Invoice and payment information sync
- Work order and job status tracking
Setup time: 5 minutes
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