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Quickbooks syncing issues
When jobber syncs a client and then subsequent invoices and payments to Quickbooks, Jobber only syncs client information. It does not sync job names/numbers or projects. I am manually creating sub-customers in Quickbooks when a client has multiple jobs (or has had a past job) and then moving all the invoices and payments jobber has synced to the sub-customer or project. This causes a lot of headaches and extra time spent. Would jobber consider syncing to clients and then specific jobs instead? Our old platform let us 1. create a new QB customer OR link to an existing one, and 2. create a job or subcustomer. It then would sync all transactions to the specific job or subcustomer.Anyone else built a direct MCP connection between Claude AI and Jobber?
I set up a direct MCP integration between Jobber and Claude AI — meaning Claude can query my Jobber account in real time and pull live data like client counts, job status, and invoices on demand. Took some work to get running but it's live. Current limitation is it's read-only. Jobber's MCP tools are still limited on the write side, which is where it would get really powerful — imagine AI-assisted job creation, status updates, or dispatching without touching the app. Curious if anyone else has built this connection, and more importantly, if anyone has figured out how to get write access working.My newest Jobber “feature” is one I basically built myself (CEO DASHBOARD!)😂
I recently connected Jobber through a developer integration and used Codex to build a CEO dashboard for my company. Instead of me digging through reports every day, it pulls the Jobber data I actually care about and gives me a daily snapshot of what’s happening in the business — things like client movement, revenue, scheduling/activity and the KPIs I want eyes on as the owner. What I love about it is that Jobber is still the source of truth. I’ve just created another layer that turns all of that operational data into information I can digest quickly from a CEO perspective. As we’ve grown, that’s become increasingly important to me. I don’t necessarily need more data — I need the right data surfaced quickly enough that I can recognize a trend and ask questions before it becomes a problem. Curious if anyone else has built their own integrations or dashboards around Jobber?Xero/Jobber Integration Issues
Hey all! We were quite excited when the XERO / Jobber invoice integration was introduced. However, we have experienced a few issues, the most recent of which has created a rather large problem. It appears that the integration has gone backwards and pushed through doubles of HEAPS of invoices, even those that have been closed or untouched for some time. Needless to say, this has posed a reconciliation nightmare and to add insult to injury, Jobber Support has pointed to the developer who has pointed us back to Jobber who has pointed to Xero Support. Has anybody else experienced this or other issues with this integration?
How Are You Doing Service Agreements in Jobber?
One of the places I feel like Jobber could improve the most is making service agreements more easy to administrate. It's a little chunky doing the re-occurring job thing. For those companies that have a lot of these, how are you guys doing in in Jobber?
Syncing Jobber to Google Calendar
Are any of you time blocking people? Well I'm an aspiring time blocking person and I just learned I can have Chat GPT do it for me instead of me slaving away on google trying to get everything dialed. What I realized was my tasks in jobber would have to get synced to google manually and that's super annoying. Wait - turns out Jobber quietly solved this and I didn't realize. I made a video showing yall how to sync you site visits, jobber tasks etc right on your calendar. https://www.loom.com/share/601da88e9b77434c84f7fa17ead4963c Hopefully that's helpful!
Looking for a jobber consultant/expert
My septic company recently invested in Jobber as a means to move away from endless paperwork and redundant data entry. We use software like Quickbooks Online, Filemaker Pro, and CompanyCam. Anyone who can help us integrate our work and migrate our data into jobber and train me would be greatly appreciated!
