Jobber Integration

Connect your Jobber account to FluxCascade to sync clients, properties, and jobs with your CRM.

Overview

Getting Started

Prerequisites

Before connecting Jobber, ensure you have:

• A Jobber account (any plan)
• Admin permissions in Jobber
• A FluxCascade account

Step 1: Connect Your Account

1. Go to Connections in FluxCascade
2. Click Add Connection
3. Select Jobber from the list
4. Click Connect with Jobber
5. Sign in to your Jobber account if prompted
6. Review the permissions and click Authorize

Step 2: Verify Connection

After connecting, you'll see:

• Connected status with a green indicator
• Your Jobber company name
• Last sync time (if applicable)

Supported Objects

Clients

Jobber Clients map to contact/person records in CRMs.

Standard Fields:

• first_name, last_name
• email, phone
• company_name
• billing_address (street, city, province, postal_code, country)
• is_company

Properties

Jobber Properties represent service locations.

Standard Fields:

• street, city, province, postal_code, country
• address_string (full formatted address)
• Associated client

Jobs

Jobber Jobs map to deals/opportunities.

Standard Fields:

• title, instructions
• job_status (Lead, Quote, Active, Complete, etc.)
• job_number
• start_at, end_at
• total, outstanding_balance
• Associated client and property

Quotes

Jobber Quotes map to proposals/estimates.

Standard Fields:

• quote_number, quote_status
• title, message
• total
• Associated client and property

Field Mapping Examples

Jobber Client to HubSpot Contact

Job Status to Deal Stage

Map Jobber job statuses to HubSpot deal stages:

GraphQL API

Jobber uses a GraphQL API. FluxCascade handles all the complexity for you, but here's what's happening under the hood:

# Example: Fetching clients
query {
  clients(first: 100) {
    nodes {
      id
      firstName
      lastName
      email
      phones {
        number
        primary
      }
    }
  }
}

Real-time Webhooks

Jobber supports webhooks for real-time updates.

Supported Events

• Client created/updated
• Job created/updated/status changed
• Quote created/updated/status changed

Enabling Webhooks

1. In your mapping settings, enable Real-time sync
2. FluxCascade automatically registers webhooks with Jobber
3. Changes in Jobber trigger immediate syncs

Best Practices

Syncing Clients vs. Properties

Jobber separates clients (people/companies) from properties (service locations). When syncing to a CRM:

• Sync Clients to Contacts for person-level data
• Use Properties for address information
• Consider concatenating property address to contact records

Handling Multiple Phone Numbers

Jobber clients can have multiple phone numbers. Use a transformation to:

• Map the primary phone to the main phone field
• Map additional phones to secondary fields
• Or concatenate all phones into a notes field

Job-to-Deal Mapping

When syncing Jobber Jobs to CRM Deals:

1. Map title to deal name
2. Map total to deal amount
3. Map job_status to deal stage using a stage mapping
4. Associate with the correct contact/company

Troubleshooting

Common Issues

"Authentication failed" error
Reconnect your Jobber account. OAuth tokens may have expired.

"Client not found" error
The client may have been deleted in Jobber. Check sync logs for details.

Phone numbers not syncing
Ensure you're mapping the correct phone field (primary vs. other).

Reconnecting

If you need to refresh your connection:

1. Go to Connections
2. Find your Jobber connection
3. Click Disconnect
4. Reconnect following the steps above

Next Steps

• Create a mapping between Jobber and your CRM
• Learn about field transformations
• Set up sync schedules