Jobber Integration 🔄

Welcome to the video tutorials where you’ll learn how to connect your Jobber account with Ply! With this integration, you can seamlessly bring in your catalog, suppliers, jobs, and much more directly, making your workflows more efficient and connected! 🛠️🚀

📺 Watch the video tutorial here:

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.

In Progress - Custom Attributes Implementation 🛠️

We’re working on allowing users to view custom attributes (such as material quantities) from Ply directly in Jobber. This enhancement will provide additional visibility and control over your materials.

In Progress - Add Material as Expense in Jobber 💸

Soon, you’ll be able to add materials to Ply Jobs as expenses directly in Jobber, streamlining how you track and manage expenses across both platforms.

In Progress - Kits as Single Line Item 🛠️

We’re adding the ability to treat material kits as a single line item in Jobber, simplifying the management and pricing of material kits in your jobs.

In Progress - Inventory Visibility within Jobs 📍

We’re working on adding inventory visibility within Jobber Jobs, so you can track and manage materials more easily while working on specific jobs.

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 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! 🚀

Jobber - Set Materials as Expenses 💸

In Jobber, you can choose to set materials as expenses for more accurate financial tracking. This option becomes available once you’ve connected your Jobber account with Ply.

How to enable: Go to Settings > Integrations and select Connect your FSM. After successfully connecting with Jobber, you’ll be able to check the box to mark materials as expenses.

What it does: Once enabled, materials used in jobs can be categorized as expenses, helping you clearly differentiate between materials invoiced to customers and those incurred as costs.

✏️ Creating Custom Job Name Templates

You can now 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.

How to set it up:

Go to FSM Settings (Field Service Management section).

Scroll to Job name template.

Click "Create a template for job’s name".

Use the dropdown to choose which parts you want to include (e.g., Title, Job number, Client name).

Optionally, add a custom label for each part.

You'll see a live preview of what the job name will look like.

⚠️ The order in which you add the parts determines the final name format, so make sure it works for your workflow.