Jobber by Maxmel Tech

jobber is a business management app for service professionals, offering tools for quoting, scheduling, invoicing, and payments integrating with make com streamlines workflows, automates tasks, and connects jobber data with other business apps for greater efficiency 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 jobber support 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 an api key, create your account on jobber app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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}} log in in your make account , 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 connect an application 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, effectively removing them from your active client list while retaining their information for future reference archive a request this module allows you to archive a specific request by entering its unique id, helping you keep your request list organized and up to date close a job closes a specific job by its id, marking it as completed or no longer active complete a visit completes a specific visit by marking it as finished in the system create a client adds a new client to your system, allowing you to store and manage their information for future use create a job creates a brand new job entry, allowing you to add all the necessary details for a job within your workflow create a property adds a brand new property to your account, allowing you to store and manage its details create a quote generates a brand new sales quote, allowing you to quickly provide pricing details to your customers create a quote note creates a brand new note and attaches it to the specific quote you choose create a request creates a brand new job request, allowing you to specify all the necessary details for the position you want to fill create a task creates a brand new task, allowing you to add details and organize your work efficiently create a visit creates a new visit record, allowing you to log and track a visitor’s details in your system create a visit line item adds a new line item to a visit, allowing you to specify details such as services or products associated with that visit create an expense adds a new expense record to your account, allowing you to track and manage your spending more efficiently delete a task permanently removes a selected task from your account, ensuring it is no longer available or visible in your task list delete a visit removes a specific visit from your records, helping you keep your data organized and up to date delete an expense permanently removes a selected expense from your records get job details fetches and displays detailed information about a specific job using its unique id get a client fetches detailed information about a specific client get a property fetches 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, allowing you to view detailed comments or information linked to those quotes make an api call executes a custom, authorized graphql query or mutation, allowing you to interact with and retrieve specific data from the connected service mark a visit as incomplete this module allows you to mark a specific visit as incomplete by using its unique id reopen a job this module allows you to reopen a specific job by providing its unique id, making it active again for further actions or updates search clients searches for clients in your database based on the specific criteria you provide, helping you quickly find the clients you need 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 job listings that match your chosen criteria, such as keywords, location, or job type search properties searches for properties that match the specific criteria you set, helping you quickly find listings that meet your requirements search quotes finds quotes that match the criteria you set, helping you quickly locate specific quotes based on your chosen filters search visits finds and retrieves visits that match the criteria you specify, helping you quickly locate the exact 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 allows you to update the information for a specific visit, such as changing the date, time, or other visit details update an expense allows you to update and modify 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 jobs watch updated clients monitors your client list and notifies you whenever any client information is updated templates you can look for more templates in make's template gallery , 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 jobber topics on make community jobber website jobber documentation jobber api documentation jobber page on make