Quo + Jobber Integration
The Quo (OpenPhone) + Jobber integration that classifies every call, creates the requests that matter, follows up on new leads and quotes, and wins back overdue clients. Review each action, or run it automatically.
Connect Jobber + QuoTwo-step setup · No Zapier, no code · Live in minutes
Not every Quo (OpenPhone) call is a Jobber request. Requestify reads each one first, so spam, robocalls and clients following up never become requests. Only real leads land in Jobber, with the client, address and job details filled in, matched to existing clients, transcript attached.
A new request comes in, or a quote you sent goes quiet. Requestify drafts the follow-up and sends it from your own Quo number. The first company to respond usually wins the job.
Your best leads are past customers. When a client passes your service interval, matched on the invoice line item, Requestify drafts a re-engagement text. Anyone with recent work is skipped.
Every new Jobber client is added to Quo (OpenPhone) as a contact, deduped on phone and name. The next time they call, your phone already knows who it is.
Every automation runs off, one-click review, or fully automatic. Most teams start on one-click and switch to auto as confidence grows.
Quo and Jobber ship a built-in sync that creates a client and a request for each incoming call. Requestify takes a more measured approach: classify first, match against the clients you already have, and keep you in control of what gets created.
| Built-in sync | Requestify | |
|---|---|---|
| Incoming calls | A request for every call | Classified first. Requests for real leads only |
| Existing clients | A new client for every call | Matched by phone, email, name and address |
| Review | Automatic | Off, one-click review, or auto, per automation |
| Direction | Quo to Jobber | Both ways. Follow-up texts and contacts flow back to Quo |
Yes. There's a built-in integration that creates a new client and request for each incoming call. Requestify is an alternative that takes a more measured approach: it classifies each call first, matches it against your existing Jobber clients, and creates a request when there's a real lead. You choose whether to review each one or let it run automatically.
Requestify was designed around the feedback we kept hearing from Jobber users: classification before creation (a client following up isn't a new request), matching against your existing clients by phone, email, name, and address so nothing is duplicated, the call summary and transcript attached to the request, and a one-click review mode so you stay in control until you're ready to go automatic.
Yes. Quo is the new name for OpenPhone: same product, same API. If your team still calls it OpenPhone, Requestify works exactly the same way.
Yes. Requestify classifies each incoming call (new request vs. an existing client following up), extracts the client's name, address, and job details from the transcript, and creates the Jobber request. You can stage every request for review first, or let it create them automatically.
No. Setup is two steps: connect your Jobber account and connect Quo. No Zapier, no code, no developer.
No. Requestify matches incoming callers against your existing Jobber clients by phone, email, name, and address before creating anything. If the client exists, the request lands on their record; if the address is new, it's added as a property on the existing client.
Yes. Every new client you create in Jobber is added to Quo (OpenPhone) as a contact, deduped on phone and name so you never get double entries. When that client calls, your phone already knows who it is. Run it one-click, or fully automatic.
Yes. When a new request comes in, Requestify drafts a follow-up text and sends it from your own Quo number. It also nudges the open quotes you've sent that haven't had a reply. Review-and-send with one click, or fully automatic. No separate texting tool, no copy-paste.
Yes. Requestify watches your Jobber history and flags past clients who've passed your service interval, matched on the actual invoice line item (like "HVAC maintenance" or "furnace tune-up"). It skips anyone with recent work, then drafts a re-engagement text from your Quo number. Review each one, or send them automatically.
The automations above are what ship today. If there's a workflow you want (a different trigger, a different action), tell us at hi@elmstudios.ai. We build on Jobber for a living, and suggestions shape what we ship next.
Authorize Jobber, authorize Quo, and watch the next call land in Jobber as the right request.
Two-step setup · Works with Quo and OpenPhone · Live in minutes