Video Tutorial:
Key Features of the Jobber Integration
Materials Sync
Materials (products, not services) from Jobber will automatically sync into the Ply catalog.
Job Sync
Jobs created in Jobber will automatically sync to Ply. This ensures that your jobs are always up-to-date on both platforms, with technicians and job details synced in real time.
User Sync
All Jobber users (technicians) will be automatically synced to Ply once the integration is complete. This makes user management a breeze and helps ensure your team is always aligned across platforms.
Real-Time Data Sync (Webhooks)
Experience near-instant synchronization of data without needing to press a “sync” button. With webhooks, your data will sync automatically in real time, ensuring you always have the latest information at your fingertips.
Job Assignments with Sync
Users assigned to jobs in Jobber will also be assigned to the corresponding jobs in Ply, keeping your team and job management synchronized across both systems.
Kits as Single Line Item
Ability to treat material kits as a single line item in Jobber, simplifying the management and pricing of material kits in your jobs.
Jobber Settings
Where to find it: Go to Settings → Workspace > Integration > Field Service Management (FSM). Once Jobber shows as Connected, you'll see the full Jobber Settings panel below it.
Setting | What it does |
Default Location  | If enabled, you can choose to sync your data both to the catalog and a set location, or only to the catalog. |
Material Expenses  | Categorizes materials used in jobs as expenses, separating what's invoiced to customers from what's incurred as cost |
Visits in job  | Syncs individual visits within a recurring Jobber job |
Link PO to jobs  | Links Purchase Orders created in Ply back to the originating Jobber job |
Job shipping costs  | Adds shipping costs from a PO onto the associated job |
Receive materials from Jobber Job  | When enabled, materials added directly in the Jobber Job automatically appear in the corresponding Ply Job. When disabled, materials created or updated in Jobber do not sync back to Ply |
Job name template  | Lets you define a custom naming convention for jobs synced from Jobber (see below) |
Material sourcing for multi tech jobs  | Controls how Ply selects the inventory location when multiple technicians are assigned to the same job. See Related Article: Understanding Location Response for Integrations |
Sync Items Only When Specific Job Status Reached  | When enabled, items only sync to Jobber once the job reaches a specific status, giving more control over timing.See Related Article: Transfer from Job Status - Jobber Integration |
Estimate Pipeline  | See Related Article: Estimates: Jobber Integration |
Creating Custom Job Name Templates
You can create custom job name templates to define how jobs appear in Ply when synced from Jobber. This allows you to include important job details in the name itself, like the job title, number, client name, status, or address in whatever order works best for your team.
See related article: Change Job’s Template | Jobber Integration
Ply | Flat Rate Kits: Adding Kits as a Single Line Item in Jobber
We’re excited to show you how to add Flat Rate Kits as a single line item in Jobber. This update simplifies the process and allows for better management of kits and their pricing.
📺 Watch the video tutorial here:
With the Jobber integration, managing your jobs, materials, users, and inventory has never been easier. Stay tuned as we continue to roll out more features to optimize your workflow and boost your efficiency!
Still need help? Contact Support!