See every job and quote you have in Jobber, beside the marketing that brought them in.
TruLata reads your jobs and quotes from Jobber, with their status and totals, onto the Jobs tab. The connection is read only, so your schedule, your quotes and your invoices stay yours to run in Jobber, and there is no key to paste: you approve TruLata inside Jobber itself.
What will I see from Jobber?
Your jobs and your quotes. From each job TruLata reads its title, its job number, its status, its total, the day it was created and the client it belongs to. A job is booked work, so it counts as won on the Jobs tab. From each quote it reads the same detail plus the quote's status: an approved quote reads won, an archived one reads lost, and every other quote is the open pipeline. A quote Jobber converted into a job is left out, because the job already carries it, so nothing is counted twice.
The Jobs tab puts four tiles across the top: open jobs with their open value, booked value over the last 12 months, jobs won this month and your win rate over the last 12 months. Under them sit the stage counts and the list itself, which you filter by pipeline, by outcome or by a search for a name or a customer.
Read from Jobber
Jobs
- Title, job number, status and total
- Created date and client
- Booked work, so it counts as won
Quotes
- Approved reads won
- Archived reads lost
- Converted quotes left out: the job carries them
- Every other quote is the open pipeline
How do I connect Jobber today?
Tell us you use Jobber and we connect it with you. On your Integrations tab and on the Jobs tab the Jobber card carries a Request Jobber button; press it, write a line such as we use Jobber, and send it, and the request reaches a person at TruLata as a ticket. Once Jobber is switched on for your workspace, the same card reads Connect Jobber. Press it, Jobber opens, you approve TruLata there, and you land back on your dashboard with your jobs on the Jobs tab.
There is nothing to copy and nothing to paste, because Jobber connects through its own approval screen rather than a key. The account owner or an admin makes the connection. The token Jobber issues is stored encrypted on our side and never sent to a browser, yours included. On an account our team runs for you, we connect it during setup.
- Request JobberPress it on the Jobber card on Integrations or the Jobs tab
- A ticket to your teamTell us you use Jobber and we connect it with you
- Connect JobberOnce switched on for your workspace, the card reads Connect Jobber
- Approve in JobberJobber opens, you approve TruLata; nothing to paste
Can TruLata change anything in my Jobber account?
The connection is read only. TruLata reads jobs and quotes, and a new job, a schedule change, a quote edit or an invoice is made in Jobber itself, by you and your team. The one thing written anywhere is Jobber's own access token, refreshed when it expires and saved back into our encrypted store, never into Jobber.
Disconnect from the Jobber card on Integrations whenever you choose. Disconnecting tells Jobber as well, so TruLata's access is removed on Jobber's side, and then our stored connection is deleted.
Made in Jobber, by your team
- New jobs and schedule changes
- Quote edits
- Invoices
Read by TruLata
- Jobs and quotes, with status and totals
- Jobber's token, refreshed into our encrypted store
- Disconnect tells Jobber too
Jobber stays where your jobs are run.
How fresh is the Jobs tab?
Live. The Jobs tab reads Jobber when you open it. A short cache of about 90 seconds only absorbs a double click or a question to Ask TruLata asked at the same moment, so a job your office books this morning is on the tab the next time anyone opens it.
A source that fails says so. If Jobber does not answer, its card says Could not read, and it is never counted as zero; when every source fails the tiles say the same instead of showing a row of zeros. Records named test are left out before anything is counted. The live data page sets out the freshness of every other source on the screen.
How fresh the Jobs tab is
- A live readThe tab reads Jobber when you open it
- A short cacheAbsorbs a double click
- Could not readNever counted as zero
Why put my Jobber jobs on a marketing dashboard?
Because the job is where the marketing pays off. The Leads view counts every submission from your own forms, the ads view records what you spent, and the Jobs tab shows what turned into booked work. Read the three in one dashboard, one login, instead of matching a lead list against your Jobber schedule at the end of the month.
Ask TruLata and your morning briefing read the same job feed, so a question like which quotes are the biggest still open is answered from your own Jobber data. The Jobs view page covers the tab itself, and TruLata vs Jobber explains why the two sit side by side rather than one replacing the other.
One dashboard, one login
- The Leads view: what came in
- The ads view: what you spent
- The Jobs tab: what turned into booked work
- Ask TruLata and your morning briefing read the same job feed
- No matching a lead list against your schedule at month end
What the Jobber connection reads.
| What | Where it comes from | How fresh |
|---|---|---|
| Jobs | Title, number, status, total, created date and client; counted as booked work | Live on open |
| Quotes | Title, number, status, total and client; approved reads won, archived reads lost | Live on open |
| Converted quotes | Left out, the job carries them | Never counted twice |
| Jobs tab tiles | Open jobs, booked value, won this month, win rate | Live on open |
| How it connects | Request Jobber, then approve TruLata inside Jobber; nothing to paste | Owner or admin |
| Token | Stored encrypted, never sent to a browser | Refreshed when it expires |
| Direction | Read only, Jobber to the screen | Live |
Jobber stays where your jobs are run. TruLata reads jobs and quotes onto the Jobs tab, and every change to a job, a quote or the schedule is made in Jobber itself.
Questions, answered.
Does TruLata integrate with Jobber?
Yes. TruLata reads your Jobber jobs and quotes, with status and totals, onto the Jobs tab. Today you request Jobber from its card and we connect it with you; you approve TruLata inside Jobber, with nothing to paste.
Do I paste an API key for Jobber?
No. Jobber connects through its own approval screen: once Jobber is switched on for your workspace, press Connect Jobber, approve TruLata in Jobber, and the token is stored encrypted on our side.
Can TruLata change my jobs or quotes?
The connection is read only. Jobs, quotes, the schedule and invoices are changed in Jobber itself; TruLata reads them.
How does a quote count?
An approved quote reads won, an archived quote reads lost, and every other quote is the open pipeline. A quote that became a job is left out, because the job carries it.
How do I disconnect Jobber?
Press Disconnect on the Jobber card on Integrations. It tells Jobber, which removes TruLata's access there, and deletes our stored connection.
Which tier includes the Jobber connection?
Your dashboard carries the views its connected sources feed, and the Jobs tab appears with your job platform. The pricing page lists what each tier includes.
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