A customer calls, Rosie answers, and you get the details by text or email — but JobTread has no idea the call happened. If JobTread is where you run your jobs and customers, that's a gap you end up filling in by hand, or not at all.

Connect JobTread to Rosie and every call logs itself. Rosie recognizes callers who are already in your contacts, creates an account for first-time callers, and posts each call to that account's message board. Texts and website chats get logged too.

Setup takes a couple of minutes and it's included on every Rosie plan.

That's it. There's nothing else to configure in JobTread and nothing new to teach Rosie.

Heads up: your JobTread contacts need a phone-number custom field before this will work — that's the field Rosie matches callers against. Most accounts already have one. If yours doesn't, add it in JobTread first, then come back and connect.

That's the only thing you need to enter. Rosie finds your organization and your phone fields on her own, checks everything on the spot, and starts logging new calls right away.

Calls — every call Rosie answers becomes a comment on the account's message board in JobTread, with a summary of the conversation and a link to the full details in your Rosie dashboard. The comment is internal, so your customers and vendors never see it.

Texts and website chats — each conversation gets logged as its own comment, updated as the conversation goes on — one comment per conversation.

New callers — first-time callers become a new JobTread account with a contact under it, named and filled in with their phone number. If a caller doesn't share their name, you still get the record — the contact is saved as "Unknown Caller" with their phone number, and Rosie fills the real name in if they give it on a later call.

Existing contacts — Rosie matches by phone number, so there are no duplicates. If a contact is missing a name, Rosie fills it in; she never overwrites information you already have.

You can disconnect anytime from the Integrations page — open JobTread and select Disconnect. Rosie stops logging immediately. Everything she's already added to JobTread stays right where it is.

Which JobTread plan do I need?
Any of them. JobTread sells one plan with everything included, and that covers the connection.

Rosie said JobTread has no phone field. What do I do?
Rosie matches callers by phone number, so she needs a phone-number custom field on your JobTread contacts. Add one in JobTread, then reconnect.

My grant key was rejected. What happened?
Two usual causes: the key got cut off when it was copied, or it's old enough that JobTread has retired it. Creating a fresh grant key and reconnecting fixes both.

Where exactly does the call show up?
On the account's message board, as an internal comment. If you're looking at the customer's account in JobTread, it's right there in the activity.

What happens if the caller is already in my JobTread?
Rosie finds them by phone number and posts the call to their existing account — no duplicate records.

Can Rosie book jobs or appointments in JobTread?
No — this integration logs calls, texts, chats, and contacts. Appointment booking works through your connected calendar, same as always.

Can I connect more than one CRM?
One CRM per Rosie account. If you switch CRMs, disconnect the old one first.

Does this cost extra?
No. CRM integrations are included on every Rosie plan.

If you have questions or run into any trouble connecting JobTread, reach out at support@heyrosie.com or through the support chat in your Rosie admin — we're happy to help.