With this new release, Jobber users now have the ability to customize how job names from Jobber are displayed in Ply. This setting is highly flexible and lets you design the exact format you want to see for your jobs.
How to set it up
- Go to Ply > Settings > Integrations.
- Under Job name template, select Create a template for job’s name.
- Start customizing the format you want for your job names.
Example
Let’s say you want your jobs to show as: Job number # + Client company name + Job address
You would configure it like this:
Here is a video on how to do it:
Notes
- You can mix and match any of the available fields to design your job name format.
- You can also choose the same divider (e.g., “-” or “|”) for consistency across all jobs.
👉 This feature gives you complete control over how your jobs are displayed, so you can make them clearer and more useful for your team.