Jobber Handoff

Jobber + Handoff Integrations, Built by an AI Agent

Put Jobber + Handoff to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Jobber and Handoff below — describe the exact one you want above and the Agent builds it on demand.

Jobber + Handoff Whenever a new client is added in Jobber, automatically create a new contact record in Handoff. See details
Create meeting prep pages from new appointments When a customer makes a new booking in Jobber, automatically generate a structured page or record in Handoff to store discussion notes. See details
Update document records when bookings change When a booking is rescheduled or canceled in Jobber, automatically update the status of the corresponding page or record in Handoff. See details

Browse the full workflow library →

Looking to achieve something else with Jobber and Handoff?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Jobber and Handoff

Everything Jobber and Handoff can do inside a workflow — the triggers that start one and the actions that run when it fires.

Jobber Explore Jobber →

Jobber is a field service management platform that helps home service businesses schedule jobs, dispatch crews, and manage quotes.

Triggers
New Client Created

Triggers when a client is created.

Client Updated

Triggers when a client is updated

New Invoice Created

Triggers when an invoice is created.

Invoice Updated

Triggers when a invoice is updated

Job Closed

Triggers when a job is closed

New Job Created

Triggers when a job is created.

Actions
Create Client

Creates a new client.

Add Tags to Client

Adds tags to a client

Create Job

Creates a new job. This will create the job for the client's first property.

Create Quote

Creates a new quote. This will create the quote for the client's first property.

Add Note to Request

Adds a note to a request

Create Request

Creates a new request. This will create the request for the client's first property.

Handoff Explore Handoff →

Handoff is productivity and docs software designed for contractors to create estimates and manage project workflows.

Triggers
New Contact

Triggers when a new contact (client, sub, vendor) is created.

Invoice Paid

Triggers when a client pays an invoice.

New Project

Triggers when a new project is created.

Proposal Approved

Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.

Proposal Declined

Triggers when a client declines a proposal. Includes the client's decline feedback so you can route it straight into your follow-up workflow.

Proposal Sent

Triggers when a proposal is sent to a client.

Actions
Create Contact

Creates a new contact (client, subcontractor, vendor).

Create Project

Creates a new project. Optionally creates or links a client.

Create Project With Document

Creates a new project and attaches a document containing the form info. Optional photo URLs are downloaded and attached to the document. Synchronous.

Create Project and Generate Estimate

Creates a new project and generates an AI-powered estimate. The estimate runs in the background (typically 1-5 minutes) and the step completes when it's ready.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Jobber + Handoff

Is there a pre-built Jobber + Handoff automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Jobber and Handoff's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Jobber or Handoff connector?

No. The Agent works whether or not Jobber or Handoff already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can appointment bookings create meeting records in documents?

Yes, when a customer books a time in Jobber, a new record or page can automatically be added in Handoff using your standard meeting template.

How do doc status changes update booking calendars?

Changing a record status or publishing a doc in Handoff can automatically create or update a booking in Jobber.

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