Capture the inquiry
A Retell web call collects the customer’s problem, contact details and preferred visit time.
FOR HOME SERVICE TEAMS & AUTOMATION AGENCIES
Voice intake connected to Jobber, with AI extraction, a human review step and a verifiable delivery trail.
Built and tested with Retell, DeepSeek and the Jobber API.
“My kitchen sink is leaking.
Can someone come this afternoon?”
Six read-back checks matched in Jobber.
Test customer. Requested time is not a confirmed booking.
FROM CALL TO RECORD
A Retell web call collects the customer’s problem, contact details and preferred visit time.
AI extracts a structured summary. Missing details remain visible, and a person confirms corrections.
The workflow creates a Jobber client and service request, saving the IDs and processing history.
Read the records back from Jobber to check names, address, request content and the client relationship.
SEE THE IMPLEMENTATION
This captioned overview uses a completed test case. It is not a live phone call recording. The voice entry was tested through Retell’s browser-based call tool.
Download the walkthrough48-second visual walkthrough · English captions · No audio
VERIFIED ON SEPTEMBER 29, 2026
A test inquiry that reached the real CRM, including recovery from authorization failures.
Speech recognition required manual corrections to the name and street number. No claim of fully autonomous accuracy.
Verified at 21:11 on September 29, 2026 (Asia/Shanghai). These are saved test results, not a live service-status indicator.
WHEN THE HAPPY PATH BREAKS
Incomplete inquiries stay in review. The AI leaves unknown fields empty instead of inventing them.
Repeated notifications for the same call reuse the intake record rather than importing another inquiry.
Retry supported failures on the same workflow. Uncertain write outcomes require reconciliation before retrying.
CLEAR DELIVERY SCOPE
PLAN YOUR INTEGRATION
For a useful first conversation, share your CRM, how inquiries arrive, what information you collect and who approves the next step.
Received this demo in an Upwork or Fiverr conversation? Reply in that conversation to discuss your workflow.
Discuss your workflowNo. This public site shows the implementation and a completed test case. A live demonstration runs in a separate, private environment.
No. It collects a preferred time and creates a service request. Availability checks, confirmed bookings and SMS are not part of the implemented flow.
No. This is an independent integration demonstration. Product names identify the services used.