Cartoply adds online booking to Jobber. Customers pick a time on your company booking page, Cartoply routes them to the right technician — by service territory or round-robin — and the moment the booking confirms, it creates a Client, Property, and Request in Jobber, with a scheduled Assessment assigned to the matching team member. Your office never re-types a customer's name, address, or appointment time again.
- Customers self-book online — one company link for your whole team
- Territory routing — draw service areas in Cartoply by ZIP, county, city, or radius
- Round-robin option — distribute bookings evenly across your techs
- Jobber Client created automatically with the customer’s name and email
- Property created with the full service address from the booking form
- Request created with the service type and appointment time in the title
- Scheduled Assessment set to the exact appointment time, assigned to the matching Jobber user, with the customer’s note in the instructions
Online Booking for Jobber
Cartoply + Jobber. Customers book a time online; the Client, Property, and Request appear in Jobber automatically — assessment assigned to the right tech.
Why Jobber teams add a Cartoply booking page
Stop re-typing bookings into Jobber
The usual workflow: a customer calls or fills out a web form, someone in the office reads it, creates the client in Jobber, types the address, creates a request, and schedules the assessment. Every step is a chance for a typo or a dropped lead. With Cartoply, the customer does the data entry themselves at the moment they book — and the Client, Property, and Request appear in Jobber seconds later, already scheduled.
Route every booking to the right tech
One booking link for the whole company. The customer enters their address, Cartoply matches it to the territory you drew for each tech — by ZIP code, county, city, or radius — and shows only that tech's availability. No dispatcher triaging requests, no tech driving across town for a job that belonged to someone else. Prefer even distribution instead? Use round-robin.
Only offer times a tech can actually make
Each tech connects their Google Calendar or Outlook. Existing appointments block their Cartoply availability, so customers only ever see slots when the covering tech is genuinely free. The booking confirms instantly — no "we'll call you back to confirm a time" step where leads go cold.
Connect Jobber with one click — no API keys, no Zapier
Get started freeWhat happens in Jobber when a customer books
Here is exactly what the Cartoply–Jobber integration does, step by step — from the customer's screen to your Jobber account.
| Step | Action | What the customer sees | What appears in Jobber |
|---|---|---|---|
| 1 | Customer opens your booking page | Your services with durations, and a prompt for their address | Nothing yet — Cartoply is matching the address to a territory |
| 2 | Cartoply routes to the right tech | Available time slots — only when the covering tech is actually free | Nothing yet — availability comes from the tech’s synced calendar |
| 3 | Customer picks a time and confirms | A confirmation screen and a booking confirmation email | A new Client is created with the customer’s name and email |
| 4 | Property is recorded | Nothing — this is automatic | A Property is created under the Client with the full service address (street, city, state, zip, country) |
| 5 | Request lands in Jobber | Nothing — this is automatic | A Request is created, linked to the Client and Property, titled with the service type and appointment time |
| 6 | Assessment is scheduled and assigned | Nothing — this is automatic | A scheduled Assessment is set to the exact start and end time, with the customer’s booking note in the instructions, assigned to the Jobber user matching the rep’s email |
| 7 | Tech shows up | The appointment happens as booked | Your team works the Request through your normal Jobber workflow — quote, job, invoice |
From there it's your normal Jobber workflow — quote the request, convert to a job, invoice. Cartoply's work is done the moment the Request lands.
The four records Cartoply creates in Jobber
Client
A new Jobber client is created for the customer using the name and email address they entered on your booking page. Your customer list in Jobber stays the system of record — Cartoply feeds it instead of building a parallel one.
Property
If your booking form collected the customer's address — which it does whenever you use territory routing — a property is created under the client with the full address: street, city, state, zip, and country. The same address Cartoply used to route the booking is the one your tech navigates to.
Request
A Jobber Request is created and linked to the client and property. The request title includes the service type the customer booked and the scheduled appointment time in your local timezone — so anyone scanning the Requests list in Jobber sees what the job is and when it's happening without opening it.
Scheduled Assessment
A scheduled Assessment is created on the Request, set to the exact appointment start and end time the customer chose. If the customer left a note during booking — gate code, problem description, parking instructions — it appears in the Assessment's instructions field. The Assessment is automatically assigned to the Jobber team member whose email matches the Cartoply rep who received the booking.
Jobber's built-in online booking vs. adding Cartoply
Honest answer first: Jobber has its own online booking feature, and if you're a solo operator with one schedule and one service area, it may be everything you need. Cartoply is not a replacement for Jobber — it's a booking layer for teams, and it exists to answer the question Jobber's booking form doesn't: which tech should this job go to, and are they actually free at that time?
With Cartoply in front of Jobber, you publish one company booking link. The customer enters their address, and Cartoply routes them to the tech whose territory covers it — territories you draw in Cartoply by ZIP code, county, city, or radius. (Cartoply does not import service areas from Jobber; you define routing in Cartoply, which gives you full control over coverage and overlaps.) If you'd rather distribute leads evenly than geographically, switch the event type to round-robin.
The time slots the customer sees come from the assigned tech's real calendar — each tech connects Google Calendar or Outlook, and existing appointments block availability. The booking confirms instantly, the customer gets a confirmation email and reminders, and the Client, Property, Request, and scheduled Assessment land in Jobber with the right assignee.
In short: Jobber stays your system of record for clients, requests, quoting, jobs, and invoicing. Cartoply is the territory-routed, calendar-aware front door that fills it. Teams running HVAC, plumbing, and electrical crews on Jobber use it exactly that way.
How to connect Cartoply to Jobber
The connection is a single OAuth authorization — no API keys, no Zapier, no developer account. The Jobber integration is managed per organization by an organization admin.
- 1
Create your Cartoply organization and add your techs as members
- 2
Open Integrations in the Cartoply dashboard sidebar
- 3
In the Field service section, click 'Connect Jobber' on your organization's card
- 4
Authorize Cartoply on Jobber's OAuth screen — no API keys to copy
- 5
You're redirected back to Cartoply; the connected Jobber account name appears on the card
- 6
Make sure each rep uses the same email in Cartoply and Jobber so assessments auto-assign (click Refresh users after adding Jobber team members)
- 7
Share your organization booking link — every booking now creates a Client, Property, and Request in Jobber
Put a booking page in front of Jobber
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Frequently asked questions
Can customers book online and have the job show up in Jobber automatically?
Yes. When a customer books a time through your Cartoply booking page, Cartoply automatically creates a Client in Jobber with their name and email, a Property with their service address (if your booking form collects it), and a Request titled with the service type and appointment time. The Request includes a scheduled Assessment set to the exact appointment start and end time, assigned to the Jobber team member who matches the rep that received the booking. No manual data entry is required.
Does Jobber have its own online booking?
Yes — Jobber offers a built-in online booking feature, and for a solo operator it may be all you need. Cartoply is a different layer: it is a team booking page that decides WHO gets the job before it ever reaches Jobber. You draw service territories in Cartoply (by ZIP code, county, city, or radius) or use round-robin, and Cartoply routes each customer to the right tech, checks that tech’s real calendar availability (Google Calendar or Outlook), confirms the time, and then writes the Client, Property, and Request into Jobber with the assessment already assigned. If you have multiple techs covering different areas, that routing step is what Cartoply adds.
How does Cartoply know which technician should get the booking?
Two options. Territory routing: you draw each tech’s service area in Cartoply — by ZIP code, county, city, or radius — and when a customer enters their address, Cartoply shows only the availability of the tech who covers that area. Round-robin: bookings are distributed evenly across your team. Either way, the assigned rep is the one whose calendar the appointment lands on and whose Jobber user the assessment is assigned to.
Does Cartoply import my service areas from Jobber?
No. Cartoply does not import or sync service areas from Jobber. You draw your territories directly in Cartoply using its territory builder — by ZIP code, county, city, or radius around a point. This takes a few minutes per tech and gives you full control over coverage, including overlaps and exclusions, independent of how anything is configured in Jobber.
How does the assessment get assigned to the right person in Jobber?
Cartoply matches the rep who received the booking to a Jobber team member by email address. If the rep’s Cartoply account email matches a user in your Jobber account, the Assessment is assigned to them automatically. If no match is found, the Assessment is created unassigned and you can assign it manually in Jobber. To keep assignment automatic, make sure your reps use the same email in both systems — and if you add new Jobber team members, click Refresh users on the Jobber card in Cartoply.
Do all Cartoply bookings get pushed to Jobber?
Bookings made through your organization’s booking page are pushed to Jobber. Personal booking links (an individual user’s one-on-one link) are not. The Jobber connection is managed per organization by an organization admin, so each company you administer gets its own Jobber connection.
What exactly does the customer’s booking note end up as in Jobber?
If the customer leaves a note during booking — gate codes, problem description, “dog in the backyard” — it appears in the Assessment’s instructions field in Jobber, so the tech sees it before they arrive. The Request title carries the service type and the scheduled appointment time in your local timezone.
What do I need to set this up?
A Cartoply organization (you can create one on any plan), organization admin access, and a Jobber account. Connecting takes one OAuth authorization — open Integrations in the Cartoply dashboard, click Connect Jobber in the Field service section, and approve access on Jobber’s screen. There are no API keys to copy and no Zapier required.
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Let customers book online — jobs appear in Jobber
Connect your Jobber account, draw your territories, share one booking link. Every booking creates the Client, Property, and Request automatically. From $7/seat/month.
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