Setup guide

Set up Jobber with small Talk.

Connect once, and every completed Jobber job becomes a review request you approve and send. It takes about a minute. You’ll need a Jobber account and a small Talk account — that’s it.

1

Connect Jobber

In small Talk, go to Settings and find Connected apps → Jobber.

Click Connect. You’ll be sent to Jobber to authorize small Talk, then returned to Settings. The card now shows Connected with your Jobber account name.

Connecting only links the account — it doesn’t send anything on its own.

Settings · Connected apps

J

Jobber

Completed jobs

Connect
2

Review & send completed jobs

When you mark a job complete in Jobber, it appears in your Jobber queue on the Sendpage — with the customer, the service, and who did the work.

Review it and click Send. If you’re texting, small Talk asks you to confirm the customer agreed to receive a service-related message before it goes out. Not the right fit? Dismiss it.

Jobber queue

1 waiting

Sarah Martinez

(512) 555-0142

Drain cleaning with Carlos

Completed today, 2:14 PM

DismissSend
3

Turn on auto-send (optional)

Want completed jobs to send without a tap? In Settings, check auto-send and confirm your customers agreed to be contacted.

Only turn this on if your customers have agreed to receive service-related review requests. STOP always opts a customer out.

J

Riverbend Plumbing (Jobber)

Completed jobs appear on Send.

Connected
4

Disconnect anytime

Open Settings → Connected apps and click Disconnect— or disconnect small Talk from inside Jobber. Either way, small Talk stops processing completed jobs right away and your Jobber login is removed.

Getting accurate reviews

How you name a job in Jobber shapes the review.

small Talk builds each request from the completed job — the service, the customer, and who did the work. Name the job for the serviceand the review gets specific. Leave it vague and small Talk still sends a clean, on-trade request — just a more general one. It never invents a service that didn’t happen.

The one habit that matters:put the real service in the job title or a line item — “Drain cleaning,” not “Smith residence” or “Job #1042.”
  • Generic line items — Labor, Materials, Parts, Trip charge, Tax — are skipped. small Talk uses your first real service line item.
  • A vague or customer-named job falls back to a neutral “General Service.” Still on-trade, just not specific.
  • The completed job drives the questions, so a pool cleaning gets pool-cleaning questions — not your default service.
  • New services and team members are added to small Talk automatically from the job. You don’t need to set them up first.

In Jobber

J

Smith residence

Line item: Labor

In small Talk

General Service

Asks general questions for your trade

Good to know

A few common questions.

It says “Reconnect.”

Jobber occasionally needs you to re-authorize. Open Settings → Connected apps and click Reconnect. Nothing is sent while a connection needs reconnecting.

A completed job didn’t create a request.

small Talk only creates a request for completed jobs that have a customer phone or email. Jobs with no contact show as skipped, and only completed jobs — not quotes or visits — are picked up.

The review credited the wrong person, or no one.

small Talk uses the Jobber assignee’s name in the review. If the assignee is a role or company like “Office” or “Unassigned,” it leaves the name out rather than crediting a non-person. Assign the actual tech on the job to get them named.

A service or team member isn’t in small Talk yet.

No need to set them up first — small Talk creates the service and team member from the completed job. A vague or junk one safely falls back to your defaults instead of cluttering your lists.

The same customer has several jobs.

Each completed job creates its own request. The same job never sends twice — duplicate Jobber events and double-clicks can’t double-text a customer.

A customer texted STOP.

They’re opted out and won’t be contacted again. That request is skipped, and it isn’t counted against your monthly requests.

You’re at your monthly limit or your plan is inactive.

The request waits or is held with a clear reason instead of sending. If a send fails for any reason, that request is refunded — a hiccup never costs you a request.

You already use Jobber’s own review follow-ups.

Turn those off for customers you send through small Talk, so the same person doesn’t get two asks after one job.

Still stuck? A real person answers — get in touch.