ArcSite + Jobber Integration
Connect your ArcSite and Jobber environments to have seamless flows of information that can be used in customer relationship management and much more. Linking your Jobber Environment with your ArcSite account can eliminate double-entry and can speed your sales process up significantly.
Sections Below
Troubleshooting
Set up the ArcSite - Jobber integration
Log in to the Arcsite user site. Then, navigate to the Integrations - Apps page and click the "Connect to Jobber" button.
Click "Connect to Jobber". If you're not logged into Jobber, a login page will appear. Enter your credentials, and you will be directed to the Access Check page. Click the "Allow Access" button to grant the ArcSite App access rights.
The page will automatically return to the API & Service page upon success.
Once the connection is established, ArcSite will set the user who initiated the connection as the default creator of the ArcSite Project. If you wish to change the Project Creator, you can do so by clicking on Settings.
How the ArcSite Jobber integration works
After establishing a connection to Jobber in ArcSite, users will have access to the following integration functionalities:
Automatically creating an ArcSite Project when a Client is created in Jobber
Adding collaborators to a Project when a Request created in Jobber
Pushing ArcSite Drawing Data to Jobber Quote
Automatically Create an ArcSite Project when Client is created in Jobber
After linking Jobber to ArcSite, any client created in the Jobber account will automatically generate an associated project in ArcSite.
ArcSite Project Naming Rule
In Jobber, the Client has the objects Primary Name and Secondary Name. ArcSite will use these Primary Name and Secondary Name objects to generate the Project Name in ArcSite:{Primary Name} - {Secondary Name}
How ArcSite links a Jobber Client to an ArcSite Project
Adding collaborators to a Project when a Request created in Jobber
Whenever a Request for the associated Client is created in Jobber, ArcSite will add the assigned team users as collaborators to the ArcSite Project.
Pushing ArcSite Drawing Data to a Jobber Quote
After completing the association between the Jobber Client and Project, Users can push drawing data to Jobber Quote from within the Arcsite app interface. When a user clicks the Export button in the app, a Do you want to push this proposal to Jobber? pop-up appears, if user selects Yes, it will trigger the push.
Users can also trigger the push on from the ArcSite user site using the Send to Jobber button located on the Drawing Takeoff & Estimate tab for that project drawing.
Once the push is successful, a Quote will be created in Jobber.
When an ArcSite Product is transferred to Jobber, it will be included in the Quote as a Jobber Custom Line Item. This means that the name of your ArcSite products do not have to have the same name or map to a product or service already listed in your Jobber account.
The exported Proposal PDF will also be attached to the Quote in the Quote Note.
Troubleshooting
"Onsite Assessment" Required
If you encounter this issue:
When a client is created in Jobber it pushes to ArcSite but the sales person it's assigned to in ArcSite can't see the project. I can see the Jobber client in my ArcSite."
The issue is caused by the user not enabling the ‘on-site Assessment required’ option when creating Requests in Jobber, and not assigning Teammates in the Assessment.
Details:
ArcSite processes the events when users create Requests in Jobber. When a new Request is created in Jobber, ArcSite receives a notification, and it uses the assigned Teammates information from the Assessment to update the Project’s Sales Rep and add collaborators.
If not, ArcSite can not extract the Assessment information, nor can it retrieve the Assigned Teammates information to update the Project’s Sales Rep and add collaborators.
Solution:
When creating Requests in Jobber, the ‘On-Site Assessment’ must be enabled, and at least one Teammate must be assigned. Furthermore, this Teammate’s email in Jobber must be linked to an ArcSite account under the ArcSite company.
