Before you begin
You need an existing Jobber account, a valid email address, and permission in Jobber to authorize the connection. No particular subscription tier is promised here.
The dashboard reads Jobber data. Continue creating jobs, scheduling visits and assigning workers in Jobber.
Create an Account and verify your email
- Choose Create an Account. Enter Company name, First name, Last name, Email address, Password and Confirm password. Passwords need 12–256 characters and a non-letter/non-number symbol.
- Open the verification email and complete verification, then Log in. Use Resend verification if needed.
- The company creator becomes an Admin. The dashboard asks the Admin to Connect to Jobber before operational use.
Connect Jobber and review the first day
If the company disconnects this app in Jobber, the signed notification removes saved OAuth credentials. On the next normal request, Admins see Reconnect and Users are asked to contact an Admin. Company settings and team classifications remain saved.
Starting from Jobber’s Marketplace? The setup page lets you sign in or create and verify an account, then an Admin selects Continue to Jobber to confirm a fresh secure connection. Existing company members should sign in or ask for an invitation instead of creating another company. If your company is already connected, choose Open dashboard.
- Choose Connect to Jobber, sign in to Jobber if asked, and review the read-only authorization request.
- After returning to the dashboard, allow the initial refresh to finish. Check updated.
- Open Settings to define your team, required capacity and waitlist sources. Then invite colleagues through User management.