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 customer contacts, adds a new customer the first time someone gets in touch, and posts each conversation as a comment on that customer. 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 customer contacts need a Phone Number custom field before this will work — that's the field Rosie matches callers against. Most accounts already have one. You can check in JobTread under Settings → Custom Fields. If yours doesn't have one, add it first, then come back and connect.

That's the only thing you need to enter. Rosie works out your organization from the key, finds the phone fields on your customer contacts 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 customer, 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 — the first time someone gets in touch, Rosie adds a new customer with a customer contact under it, named and filled in with their phone number. If your JobTread account requires other custom fields, Rosie asks for them during the call, and she only adds the customer when she has them all. If a caller doesn't share their name, you still get the record — both are saved as "Unknown Caller" with their phone number.

Names Rosie learns later — if a caller gives their name on a later call, Rosie adds it to the customer contact when that contact has no name yet. She doesn't rename the customer, so a customer created as "Unknown Caller" keeps that label until you change it in JobTread.

Existing contacts — Rosie matches by phone number, so there are no duplicates. She fills in a missing name on the contact, and she never overwrites information you already have.

New contact filters — you can choose which new conversations become JobTread customers. Open JobTread on the Integrations page and select Settings. Spam is kept out by default, and you can also leave out hang-ups and people who didn't give a name. Callers who are already in JobTread always get their conversations posted. See how new contact filters work.

Some JobTread accounts make certain custom fields required on customers or customer contacts, such as a lead source or a project type. JobTread won't take a new customer without those fields, so Rosie reads them and asks new callers for them.

How Rosie finds them — Rosie reads the required custom fields on your customers and customer contacts when you connect, and again whenever you select Re-sync on the JobTread page in Rosie. If JobTread ever turns down a new customer because a field is missing, she re-reads them on her own. You'll see both kinds listed together under Required customer fields, each with a tag:

Rosie puts each answer where JobTread expects it: a customer field goes on the new customer, and a customer contact field goes on the customer contact under it.

During the call — Rosie only asks when the caller isn't already in your customer contacts. She works the questions into what she's already doing, so she asks while she takes a message or books an appointment, one question at a time. If a field has set options, she keeps the caller to them. If the caller asks to be transferred, she transfers first and doesn't ask beforehand. If the caller doesn't know an answer or would rather not say, she takes that as their answer, and she asks about each field only once. She never tells the caller why she's asking.

If a caller doesn't give one — Rosie doesn't add the new customer, because JobTread won't accept it. The call is still saved in Rosie with its summary, so nothing is lost, and you can add the customer yourself. Callers who are already in JobTread aren't affected: Rosie never asks them these questions, and their comments are posted the same as always.

If Rosie can't ask for a field — you'll see a warning on the JobTread page, because a field Rosie can't ask a caller for stops every new customer. Make that field optional in JobTread, then select Re-sync.

If you change your fields in JobTread — after you make a custom field required, or make one optional, select Re-sync so Rosie asks new callers for the right details.

Texts and website chats — the same rules apply to new people who text or chat. Over text, Rosie asks for these details too. On website chats she doesn't ask, but she uses any of them the visitor shares. Either way, their answers go into the new customer, and Rosie only adds it when she has every required field.

You can disconnect anytime from the Integrations page — open JobTread, select Settings, then select Disconnect. Rosie stops recognizing your customers and logging conversations immediately. Everything she's already added to JobTread stays right where it is, and you can reconnect later.

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 customer contacts. Add one in JobTread under Settings → Custom Fields, 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.

Rosie said my key reaches more than one organization. What do I do?
That happens when the key was created under All Organizations. In JobTread, go to Profile → Grants and create a new grant key in the section with your company name, then reconnect with it — Rosie connects to that organization straight away. If you'd rather keep the key you have, email us at support@heyrosie.com and tell us which organization to use, and we'll set it on our side.

Where exactly does the call show up?
As an internal comment on the customer. Open the customer in JobTread and it's right there with the rest of their comments.

Does the call get attached to the job?
No. Comments go on the customer, not on a specific job, because Rosie has no way to know which of your jobs the call was about.

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

Rosie created a new customer for someone I already have. Why?
JobTread matches phone numbers exactly, so a number stored in a format Rosie doesn't recognize won't be found. She checks the same number written as +15551234567, 5551234567, and (555) 123-4567. If your numbers are stored some other way, or if the number lives on a field that isn't a Phone Number custom field, she'll add a new customer instead. You can merge the records in JobTread.

Why didn't Rosie add a new customer for a caller?
Your JobTread account has required custom fields, and the caller didn't give one of them, or their answer to an option field didn't match one of your options. It also happens when one of your required fields is tagged Rosie can’t ask callers, or when one of your new contact filters is on and the conversation matched it. The call is still in Rosie, so you can add the customer yourself.

Does Rosie fill in required fields on the customer or on the customer contact?
Both. Rosie reads required fields on each, lists them together under Required customer fields, and puts each answer on the record that requires it.

I just made a custom field required in JobTread. Do I need to do anything?
Yes. Select Re-sync on the JobTread page in Rosie so she starts asking new callers for it.

Does Rosie log email addresses?
Only when your customers or customer contacts have a required email field. Then Rosie asks new callers for their email and adds it to the new customer. Otherwise she writes names and phone numbers only.

Can Rosie book jobs or appointments in JobTread?
No — this integration logs calls, texts, chats, and customers. 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.