Overview
The Jobber integration syncs jobs, materials, custom fields, and more between Jobber and Ply, most of it in real time via webhook. Several categories sync bidirectionally, meaning updates made in either platform will reflect in the other within seconds.
What Syncs
Jobber | Sync Direction | Ply |
Jobs | ↔ Both Ways | Jobs |
Products | ↔ Both Ways | Materials |
Visits | → To Ply | Jobs (optional) |
Users | → To Ply | Users |
Quotes | → To Ply | Estimates* |
Line Items | ← From Ply | Materials |
Kits | ← From Ply | Materials |
Expenses | ← From Ply | Expenses |
Job Notes | ← From Ply | PO Links |
Custom Fields | ← From Ply | Stock Availability |
💡 Ply does not sync custom fields (CF) to Jobber instead, CF in Jobber is used to display stock availability from Ply.
⚠️ See notes below, Quotes/Estimates sync has an important caveat.
What Doesn't Sync
The following are not currently synced between Jobber and Ply:
Pictures/Images
Categories
Services (pricebook services, services as invoice/quote items)
Purchase Orders (POs don't sync directly, but a PO number will appear in the Jobber job's notes once the PO is reconciled to the Ply job)
How It Works
Item | Details |
Jobs Sync | Jobs sync instantly via webhook. Create or update in either system and changes appear within seconds. |
Products | Jobber products sync to Ply materials. Create in either system with bidirectional updates. |
Custom Fields | Ply syncs custom fields to Jobber. Stock availability from Ply is used to display Custom fields in Jobber. |
Line Items | Ply doesn't have a "line item" entity any materials added to a Ply job will appear in the Jobber job as a line item. There's also an FSM setting to add materials to the Jobber job as expenses, disabled by default. Note: a line item added directly in Jobber without a product reference (a custom line item) will not sync to the Ply job. |
Kits | Kits sync from Ply to Jobber, where they map to materials. When one of these materials is added as a line item on a Jobber job, the linked kit is added to the Ply job and deducted from the appropriate stock. |
⚠️ Quotes (Estimates) | When the estimate pipeline is enabled in Ply, an approved Jobber quote will appear in the Ply estimate pipeline. Only materials synced from the Jobber quote carry over to the Ply estimate. |
Expenses | Job expenses from Ply sync to Jobber. Category, amount, date, and description included. |
Why This Matters
Knowing exactly what syncs and in which direction helps you understand where to make updates (Jobber vs. Ply) and troubleshoot discrepancies if something doesn't appear where you expect it.
Where to Set Up the Integration
Go to Settings → Workspace → Integrations to connect your Jobber account to Ply.
Here is an article that walk you through it: Integrating Jobber with Ply for the First Time!
Still need help? Contact Support!