The Transfer from Job Status setting in the Jobber integration allows you to control when items from Jobber jobs are synced into Ply jobs.
By default, items are synced as soon as a job is created. With this option, you can delay the sync until the job reaches a specific status in Jobber.
How it works
- Go to Settings → Integrations in Ply.
- Locate the Transfer from Job Status setting.
- By default, it is disabled.
- Switch the toggle to enable it.
- Select the Jobber status you want to use as the threshold.
- Save your changes.
👉 Until a job in Jobber reaches the selected status, its line items and expenses will not sync to the corresponding job in Ply.