Ooma Office Pro Pluspro plus users can integrate their Ooma Office service with Jobber. Once integration is enabled, legal staff will have streamlined and automated phone communication with clients. Users will enjoy the following benefits:

  • Caller-ID lookup for incoming and outgoing calls will bring up matching client information in the Ooma Office desktop application.
  • Notes taken during the call will be saved against the Jobber client.
  • A record of the call will automatically be created in the Jobber database if there is a match with an existing client.

Enabling Jobber integration

Before you can get started, an account admin will need to enable CRM integration for your account.

Then, you can turn Jobber integration on by following these instructions:

  1. Using the new look in the Ooma Office desktop application, navigate to the Settings menu and select the + option beside Jobber.
  2. If you are not logged in to Jobber, log in at this time.
  3. Choose the option to allow Ooma Office to access Jobber.
  4. Once you’ve granted permissions to Ooma Office, you will be redirected back to the Ooma Office desktop application

Viewing client information

Once Jobber and Ooma Office are integrated, the remote party’s caller-ID be matched to the phone numbers of existing records in Jobber. If there is a match, you will see that contact information and the contact’s matters in the Ooma Office desktop application anytime you make or receive a call.

You can use the Open CRM button to open the matching contact in Jobber.

If there are multiple matches, you’ll need to select one from the list.

If you need to create a new client in Jobber, you can use the add icon to add the client’s information to Jobber.

Creating a communications log in Jobber

When there is a matching client, a new communication log will be created in the Clients section in Jobber.

Taking notes

You can use Take notes option in the Desktop Application if you’d like to take notes during your calls with clients. You can continue typing notes after the call winds down.

Remember to Save the notes when you are done.