Articles on: AI Booking

How to Turn On Jobber AI Booking in LeadTruffle

📝 Set up LeadTruffle to check your Jobber calendar and book jobs directly from incoming leads — fully automated, end to end.



Table of contents






Before you start


AI Booking lets LeadTruffle see what's actually open on your Jobber calendar, then create a scheduled assessment directly in Jobber when a lead is ready to book. It turns initial lead submission into a confirmed booking on your calendar with no manual steps in between.


This guide assumes Jobber is already connected to LeadTruffle. If it's not yet, see How the Jobber and LeadTruffle integration works first — it takes just a couple of clicks.



Step 1: Turn on AI booking


  1. In LeadTruffle, click Integrations in the left sidebar, then External CRMs

  1. On the CRM Integrations page, find Jobber, click More, then Settings
  2. Open the AI Booking tab

  1. Check Allow AI to book jobs. AI bookings are created as scheduled Assessments in Jobber.
  2. Choose what info the AI must collect before booking: Require email before AI books, Require phone before AI books, and Require address before AI books
  3. Click Save Settings


Email and phone are usually the right balance. Required enough to be useful, not so strict that typos in an address block bookings. You can always add address later.


These boxes only decide when the AI can create the booking in Jobber. They don't affect when the AI checks your calendar. The AI checks your Jobber availability before it offers any times, whether or not it has the lead's email, phone, or address yet.


Offering a time doesn't reserve it. The slot is only booked once the AI has collected every field you checked above.



Step 2: Choose who gets each booking


Still in the AI Booking tab, scroll to Assignment method and pick how AI-booked appointments are assigned in Jobber:


  • One Specific Employee: every AI booking is assigned to one chosen employee.
  • Round Robin: bookings rotate among eligible employees who are available at the requested time.
  • AI Assignment Rules: the AI picks from the eligible pool using rules you write.
  • Create Unassigned: bookings are created without an employee assignment.


Select your eligible employees


Under Eligible employees, click Select Employees and choose who the AI can book for. Only these employees' calendars are checked, and bookings can only be assigned to them. If someone shouldn't take AI bookings, leave them out.


Keep every eligible employee's Jobber calendar up to date, including time off.


Writing AI Assignment Rules


If you choose AI Assignment Rules, describe your rules in plain language in AI Assignment Instructions. For example:


"For Luke (luke@yourcompany.com): anything related to sick trees, tree health, or pests goes to Luke.
For Ryan (ryan@yourcompany.com): everything else goes to Ryan."


Good rules assign by:


  • Specific cities or ZIP codes
  • Specific job types
  • A specific lead source


Avoid rules that rely on route planning or dispatch optimization, employees outside the eligible pool, or info the AI won't have (job duration, final cost, drive time).


Click Test to check how the AI applies your rules. Then set When no rule matches. Round robin among all eligible employees (recommended) is the safest choice.




Click Save Settings.



Step 3: Configure availability settings


Open the Availability tab and check Enable schedule-based Jobber availability. LeadTruffle builds bookable slots from these rules, then removes any slot that overlaps with the Jobber calendar items you select under Calendar conflict checks. Voice, SMS, and other AI booking flows use this same scheduling setup.


Booking timezone


Set BOOKING TIMEZONE to your business's local time zone (Eastern, Central, Mountain, Pacific, etc.). This makes sure availability is calculated correctly.


Slot minutes


How long should each booked appointment block off? Enter it in SLOT MINUTES:


  • 1 hour = 60
  • 2 hours = 120
  • 3 hours = 180


To get the value, multiply hours by 60.


Min notice


How far in advance must a lead book? Setting MIN NOTICE prevents same-hour bookings you can't realistically make.


  • 2 hours notice = 120
  • 4 hours notice = 240
  • 12 hours notice (no next-day appointments) = 720


Days ahead


How far out can a lead schedule? Set DAYS AHEAD to cap it, for example 14 for two weeks.


Calendar conflict checks


By default, the AI only treats active assessments in Jobber as busy time. Tasks and assessments in other statuses don't block a slot unless you turn these on:


  • Check Jobber tasks for conflicts: scheduled tasks block booking times for the assigned team members. Turn this on if your team logs time off, medical appointments, or personal events as Tasks in Jobber.
  • Check assessments in every status: counts upcoming and completed assessments as busy time, alongside active assessments.


Both options are off by default.



If your team logs time off or personal appointments as Tasks, or your estimates aren't always marked active in Jobber, turn these on. Otherwise the AI will treat those times as open and may offer them to leads.


Click Save Settings when you're done.



Step 4: Set your weekly booking windows


Scroll down the Availability tab to Weekly Booking Windows. These are the local days and times the AI is allowed to book for Jobber. The AI checks these hours against your Jobber calendar to find open slots.


  1. On the calendar, set your standard hours (e.g. Monday–Friday, 9 AM – 5 PM)
  2. To take Saturday appointments, drag a slot onto Saturday (e.g. 12 PM – 4 PM)
  3. To change hours for a specific day, click that day's slot and adjust
  4. Click Save when done



Only the days and times shown here are bookable. If a day is blank, the AI won't book on it — even if Jobber is wide open.


To confirm how many days you have set up, open the General tab. The Booking Summary shows AI BOOKING status and how many active days your SCHEDULING RULES cover.



Step 5: Preview availability


In the Availability tab, click Preview Availability under Availability Preview. It checks the next 14 days using your current settings, even before you save.


The preview shows your booking windows minus the Jobber items you've set to count as busy time under Calendar conflict checks. By default, that's active assessments only.


If the slots look right, you're good. If something looks off (wrong time zone, missing days, slots you didn't expect, or a time that's already taken in Jobber), revisit Steps 3 and 4.



Step 6: Enable Jobber AI Booking on each lead channel


AI Booking is configured globally, but you also need to flip it on for each lead source where you want it active.


  1. Open the lead channel (e.g. Yelp, Thumbtack, Google LSA, Web Form, etc.)
  2. Scroll to AI Booking Mode
  3. Select Jobber AI Booking
  4. Save


Repeat for every channel where you want the AI to book directly into Jobber.



Step 7: Update your AI prompt


The last piece — and the most commonly missed. If your prompt still says things like "never confirm an appointment" or "tell them we'll reach back out to book," the AI will follow those instructions and won't book even when it can.


  1. Open the prompt for the lead channel you just enabled
  2. Remove any rules that block or defer booking, such as:
    • "Never confirm an appointment time"
    • "Tell them we'll reach back out to confirm"
    • "Don't schedule appointments"
  4. Add a clear booking instruction, for example: "Book the 2-hour appointment using Jobber AI Booking."
  5. Save the prompt


Skipping this step is the #1 reason AI Booking doesn't work after setup. The prompt overrides everything — if it says don't book, the AI won't book.


Repeat for every lead channel where you've enabled Jobber AI Booking.



Test your setup


  1. Open any lead channel and start a test conversation
  2. Play the role of a customer through to the booking step
  3. Confirm the AI offers a real available slot and books it into Jobber
  4. Repeat the test on each lead source where you've enabled AI Booking


If something doesn't work as expected, check that:


  • Jobber AI Booking is turned on for that channel
  • The prompt doesn't contain any conflicting instructions
  • Your weekly booking windows in Step 4 cover the times the AI is trying to book



Troubleshooting: the AI offered a time that's already taken


  1. In Jobber Settings, open the Availability tab and click Preview Availability. Check whether the taken slot shows as open.
  2. Open the Jobber item that should have blocked it. Is it a Task, or an assessment that isn't active?
  3. Turn on the matching option under Calendar conflict checks and click Save Settings.
  4. Open the AI Booking tab and check Eligible employees. Only the calendars of the employees listed there are checked.
  5. Check the calendar of each eligible employee for that time, not just the team view.



Ready to activate? Once your CRM is connected, update your AI prompts so the AI books directly instead of just gathering time preferences. → Update your AI prompts after activating AI booking



Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 11/10/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!