Jobber by Maxmel Tech

jobber is a platform for home and field service businesses to manage quoting, scheduling, invoicing, and payments integrating with make com enables automated workflows, streamlining business operations and saving time for service professionals this is ai generated content based on official jobber documentation the content may still contain errors—please verify important information if you have questions, contact https //www getjobber com/contact/ directly how to get support on jobber jobber is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=jobber\&app slug=jobber community\&app unique id=jobber ildle9 requirements to use the jobber app in make, you must have a jobber account and a registered application to obtain an api key, getjobber com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/jobber community/ click the install button follow the on screen instructions to complete the setup connect jobber and {{product name}} to get started, you must first create a connection between jobber and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes for the data you wish to access note the generated client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=jobber\&app slug=jobber community\&app unique id=jobber ildle9 create the connection in {{product name}} https //www make com/en/register , add the jobber module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your jobber or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page jobber modules after connecting to the jobber app, you can choose from a list of available modules to build your {{scenario plural lowercase}} archive a client this module allows you to archive a specific client, helping you keep your client list organized by moving inactive or old clients out of your active records archive a request archives a specific request using its unique id, helping you organize and manage your requests more efficiently close a job closes a specific job by its id, marking it as completed or finished in your system complete a visit completes an individual visit by finalizing all associated actions and details for that specific visit create a client adds a new client to your system by collecting and saving their details create a job creates a new job by adding a fresh entry to your job listings create a property adds a brand new property to your account, allowing you to manage and track it within the system create a quote generates a brand new quote, allowing you to quickly draft and save pricing details for your customers create a quote note creates a new note and attaches it to the specific quote you choose create a request creates a new job request by submitting all the necessary details to start a job in your system create a task creates a brand new task in your selected app, allowing you to easily add and organize your to dos or assignments create a visit adds a new visit record to your system, allowing you to log and track a visitor’s details and appointment information create a visit line item adds a new line item to a visit, allowing you to specify details such as services, products, or charges associated with that particular visit create an expense adds a new expense record to your account, allowing you to track and manage spending efficiently delete a task permanently removes a selected task from your list, ensuring it is no longer available or visible in your workspace delete a visit removes a specific visit from your records, allowing you to delete an individual visit entry as needed delete an expense permanently removes a selected expense from your records get job details retrieves detailed information about a particular job using its unique id get a client fetches detailed information about a specific client get a property this module allows you to fetch detailed information about a specific property using its unique id get a quote fetches the details of a specific quote using its unique id get a task fetches detailed information about a specific task using its unique id get an invoice fetches detailed information about a specific invoice using its unique id list quote notes fetches and displays all notes associated with the selected quotes, helping you view important details or comments linked to those quotes make an api call executes a custom, authorized graphql query or mutation, allowing you to interact with your data exactly as needed mark a visit as incomplete this module lets you mark a specific visit as incomplete by using its unique id reopen a job reopens a specific job using its unique id, allowing you to continue working on or updating that job search clients finds clients that match the criteria you set, making it easy to locate specific clients based on your search parameters search invoices searches for invoices that match the criteria you specify, helping you quickly find the invoices you need search jobs allows you to find jobs that match your chosen criteria, such as job title, location, or other filters search properties searches for properties that match the specific criteria you set, helping you quickly find listings that fit your needs search quotes finds and retrieves quotes that match the criteria you set, helping you quickly locate specific quotes based on your search parameters search visits finds and retrieves visits that match the specific criteria you set, helping you quickly locate the visit records you need update a client updates the details of an existing client using their unique id update a job updates the details of a specific job using its unique id update a property updates the details of a specific property using its unique id update a quote updates the details of an existing quote, allowing you to modify information such as pricing, items, or customer details as needed update a quote note updates the details of an existing note attached to a quote update a visit updates the information for an existing visit, allowing you to modify details such as date, time, or other visit related fields update an expense allows you to update the information for a specific expense, such as changing the amount, date, or description update an invoice updates the details of a specific invoice using its unique id watch events triggers when a specific event takes place, allowing you to automatically start a workflow in response to that event watch job updates monitors and notifies you whenever there are new updates or changes to your jobs watch updated clients monitors your client list and notifies you whenever any client details are updated templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} jobber resources you can have access to more resources related to this app on the following links https //community make com/search?q=jobber getjobber com https //help getjobber com/hc/en us https //developer getjobber com/docs https //www make com/en/integrations/jobber community