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

An account admin will need to enable CRM integration for your account. Once the account admin has done this, Jobber will be automatically integrated into your Ooma Office account.

Integrating contacts into your Ooma directory

You can integrate your Jobber clients into your Ooma directory.

Once you have enabled contact integration through Jobber, your CRM’s contacts will appear in your personal directory in the Desktop App and in a new directory on your IP phone.

When you initially connect Ooma and Jobber, you will be prompted to enable contact integration at that point. If you’d like to toggle this integration on or off in the future, follow the instructions below:

  1. Log in to the Desktop App and select Integrations.
  2. Select Jobber.
  3. Click the … icon to customize your preferences and update your contact integration settings.

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. A new communication log will also be created 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.