Integrate Jobber with Retently

Trigger NPS/CSAT surveys after job completion or invoice generation, sync customer profiles and job details with Retently, and use feedback scores to improve service delivery and client satisfaction.

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About Jobber

Jobber is a tool designed for managing client and job information. It provides functionalities for creating and updating clients, jobs, invoices, and quotes.

Jobber logoRetently

Jobber to Retently

1

New Client Created

Triggers when a client is created.
2

New Invoice Created

Triggers when an invoice is created.
3

Job Closed

Triggers when a job is closed.
4

Job Updated

Triggers when a job is updated.
5

New Quote Created

Triggers when a quote is created.
6

New Request Created

Triggers when a request is created.
7

Client Updated

Triggers when a client is updated.
8

Invoice Updated

Triggers when an invoice is updated.
9

New Job Created

Triggers when a job is created.
10

Quote Approved

Triggers when a quote is approved.
11

Quote Sent

Triggers when a quote is sent.
RetentlyJobber logo

Retently to Jobber

1

Add Tags to Client

Adds tags to a client.
2

Create Quote

Creates a new quote for the client's first property.
3

Create Request

Creates a new request for the client's first property.
4

Find or Create Client

Finds the client that aligns most closely with the search criteria.
5

Create Client

Creates a new client.
6

Create Job

Creates a new job for the client's first property.
7

Add Note to Request

Adds a note to a request.
8

Find Client

Finds the client that aligns most closely with the search criteria.

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