Money and customers

Put your super employee to work in Jobber

Logs requests, drafts quotes and invoices, books visits and starts work when a quote is approved or a job closes.

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What it can do in Jobber

Every tool your super employee can use there, straight from the product.

Changes it can make 28

It makes these when a job calls for them. You can set any of them to ask you first.

Change Jobber Make any other change in Jobber with a GraphQL mutation, such as deleting a visit or adding an expense.
Close Jobber Job Close a job and explicitly choose what happens to its incomplete visits. This can delete visits.
Reopen Jobber Job Reopen a closed job.
Complete Jobber Visit Mark a visit completed at the specified time.
Uncomplete Jobber Visit Mark a completed visit incomplete.
Archive Jobber Client Archive a client. Their existing records remain in Jobber.

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Unarchive Jobber Client Restore an archived client.
Archive Jobber Request Archive a work request.
Unarchive Jobber Request Restore an archived work request.
Mark Jobber Invoice Sent Record that an invoice was sent. This does not deliver an email or SMS.
Schedule Jobber Assessment Schedule the assessment for a request and explicitly choose whether to notify the team.
Update Jobber Request Edit the title and propertyId of an existing request.
Update Jobber Quote Edit the title and message of an existing quote.
Update Jobber Job Edit the title and instructions of an existing job.
Update Jobber Invoice Edit the subject and message of an existing invoice.
Edit Jobber Quote Line Items Update existing quote line items by ID; omitted fields and other items remain unchanged.
Edit Jobber Job Line Items Update existing job line items by ID; omitted fields and other items remain unchanged.
Edit Jobber Request Line Items Update existing request line items by ID; omitted fields and other items remain unchanged.
Create Jobber Client Add a client or lead to Jobber, with their contact details and service addresses.
Update Jobber Client Rename a client, add or remove their emails, phones and tags, or add a service address.
Add Jobber Note Add an internal note to a client, request, quote, job or invoice. The team sees it; the client doesn't.
Create Jobber Request Log a client's request for work, the step before an assessment, a quote or a job.
Create Jobber Quote Draft a quote for a client's property. It stays a draft until the team sends it from Jobber.
Create Jobber Job Create a job at a client's property. It starts unscheduled: book its visits with Schedule Jobber Visit.
Schedule Jobber Visit Book a visit for a job: when the team goes to the property, and who goes.
Reschedule Jobber Visit Move a visit to a new date or time.
Assign Jobber Visit Set who goes on a visit, replacing who was assigned. An empty list leaves it unassigned.
Create Jobber Invoice Draft an invoice for a client. It stays a draft until the team sends it from Jobber.

Looks up 8

It checks these whenever a job needs them.

Search Jobber Clients Find clients and leads by name, email, phone or address, with their contact details and properties.
Search Jobber Requests Find work requests, the leads that ask for work, by text, client or status.
Search Jobber Quotes Find quotes by text, client or status, with their totals.
Search Jobber Jobs Find jobs by text or status, with their client, property and total.
Search Jobber Invoices Find invoices by text, client or status, with what is paid and still owed.
List Jobber Visits Read the schedule: the visits that start in a time window, with their client, job, address and team.

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List Jobber Team List the active team, with the IDs visits are assigned to and each member's timezone.
Query Jobber Read anything else in Jobber with a GraphQL query, such as line items, products, payments or tax rates.

What gets it going

Work in Jobber can start on its own, not only when you ask.

Starts a workflow when 1

Jobber Activity Check Jobber every minute for new records, client/request/quote/invoice updates, quote status changes, closed jobs, completed visits and payments. Polling can miss intermediate changes.