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Jobber Integration

Here are the instruction on how to connect your SendJim and Jobber accounts!

Connecting SendJim and Jobber:

Step 1 : Visit your "Company Profile", select the "Third Party Integration" tab, and select "Jobber" from the "Available Apps" section.

 

Step 2:  Select the " Connect Jobber" button. This will open an new window where you must allow the two systems to connect. 

 

*** IMPORTANT.  If you connect more than 1 SendJim account to Jobber only the most recent SendJim account will actually be connected.

Step 3: Now you will see you are connected and can start adding automations and send "One Time Mailings".  You can also check the box if you want to sync contacts from Jobber to SendJim. Contacts will sync from Jobber to SendJim, not from SendJim to Jobber. Contacts that are transferred over will also be tagged as Customer or Prospect. 

 

Step 4: Set your monthly automated budget in your Billing and Membership section. These numbers are what SendJim will use to give Jobber a budget to spend every month. Once these numbers are set, click "Save."

  • Enable Auto-Replenish: This is the number of additional credits that SendJim can purchase on your behalf if you have run out of available credits, but have not reached your monthly spending limit

  • Maximum Monthly Spending Limit: This is the maximum number of credits that Jobber can use to send automated mailings on your behalf during the calendar month.

Setting Up an Automated Mailing

Step 1: Click "Add Automation"

 

Step 2: Select your "Activity Type" that will serve as the action that triggers a mailing inside SendJim

  • Invoice Paid

  • Job Scheduled

  • Quote Sent

  • Quote Approved

 

Step 3: Add dollar amount filters (optional)

  • If this section is not filled out, all dollar amounts will trigger a mailing

 

Step 4: Select if you want this action to trigger a mailing to the client or to a number of neighbors around your client.

 

Step 5: Select Jobber Client Tags (Optional) *Note the tag name must be an exact match for the tag in Jobber.

 

Step 6: Choose your Max Send Frequency Per Address. This setting will limit how many times the integration will trigger the same sequence off the same address. For example, if you have an automation set-up to send a 3-card sequence to the neighbors after a job is completed, you only want that sequence to trigger once every 3 months if you service that client multiple times per month. This would prevent the neighbors of your client from receiving multiple of the same mailing.

 

Step 7: Choose the Quick Send you want to be triggered by the Activity inside Jobber and click "Save" to save the new automation.

 

Creating and Sending a One Time Mailing

Step 1: Click "Send One Time Mailing" from the Jobber integration section

 

Step 2: Select your One Time Mailing scenario

 

Step 3: Select your calendar timeframe and click "Next"

 

Step 4: Select the addresses from the available list that you want to send a mailing to, or send a Neighbor Mailing around and click "Send" in the upper right

 

Step 5: Select your Recipient

Step 6: Select your Quick Send

Step 7: Send as normal

Questions? Open a Chat to Speak with a Member of Our Team.