Float + Jobber Integration

Integrate Float to Jobber in one click, or tell Integrately AI how you want each project handled. Schedule resources, create jobs and clients, update timelines, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
  • Jobber
    Client is created in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Job is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
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2.
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float
  • Jobber
    Get request notes in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Get client notes in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Search client in Jobber

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Ready Workflows Ready Workflows for Float + Jobber Integration

Capture project details, create jobs, update client records, alert your team, and schedule visits, all in just one click.

Most popular automationmost-popular-automations
Jobber + Float Integration

Create Float task for new Jobber event

There are a few reasons why it's a good idea to create a task in Float whenever an event is created in Jobber -

First, doing so will help you track how much time you're spending on each meeting.

Additionally, it can be helpful to have a record of when each meeting occurs, especially if you need to provide evidence for billing purposes.

Finally, having all of this information in one place can make it easier to analyze your productivity and schedule efficiency.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Jobber flow

Streamline scheduling and resource allocation by connecting your favorite financial, calendar, and communication tools. Pick a combination and activate it in one click.

Float
Jobber
+
QuickBooks OnlineQuickBooks Online (4)
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
TwilioTwilio (4)
F
J
Q
When a new project is created in Float, create a job in Jobber and generate an invoice in QuickBooks Online.
New Float projects instantly create corresponding Jobber jobs and QuickBooks Online invoices without manual data entry.
J
F
Q
When a Jobber job is completed, update logged time in Float and update the invoice in QuickBooks Online.
Completed Jobber jobs update your Float logged time and sync your QuickBooks Online invoice automatically.
Q
F
J
If a new QuickBooks Online invoice is created, create a project in Float and create a job in Jobber.
New QuickBooks Online invoices instantly kick off resource planning in Float and dispatching in Jobber.
Q
C
F
J
Use ChatGPT to summarise every new QuickBooks Online invoice, create a project in Float, and create a job in Jobber.
Use ChatGPT to parse QuickBooks Online invoices before setting up projects in Float and jobs in Jobber.

Supported triggers and actions for Float and Jobber

Mix and match to build the exact automation you need

Float
Float Triggers & Actions
Task is created in Float
Triggers the automation when a new task is created
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Logged time is created in Float
Triggers the automation when a log time is created
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Logged time is updated in Float
Triggers the automation when a log time is modified
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Person is created in Float
Triggers the automation when a new person is created
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Project is created in Float
Triggers the automation when a new project is created
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Client is created in Float
Triggers the automation when a new client is created
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Time off is created in Float
Triggers the automation when a time off is created
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Department is created in Float
Triggers the automation when a new department is created
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Create task in Float
Creates a new task
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Search task in Float
Searches for a task
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Update task in Float
Updates the task with new information or changes
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Create project in Float
Creates a new project
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Search project in Float
Searches for a project
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Create logged time in Float
Logs a new time entry
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Update logged time in Float
Updates the logged time entries
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Search logged time in Float
Searches for logged time
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Create client in Float
Generates a new client profile
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Create time off in Float
Creates a new time off entry
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Create person in Float
Generates a new person
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Create milestone in Float
Creates a milestone to track progress
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Create department in Float
Generates a new department within the organization
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Jobber
Jobber Triggers & Actions
Client is created in Jobber
Triggers the automation when a new client is created
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Job is closed in Jobber
Triggers the automation when a job is closed
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Client is updated in Jobber
Triggers when a client is updated
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Request is created in Jobber
Triggers the automation when a new request is created
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Job is updated in Jobber
Triggers when a job is updated
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is created in Jobber
Triggers the automation when a new job is created
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Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
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Quote approval is created in Jobber
Triggers the automation when any quote is approved
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Quote is created in Jobber
Triggers the automation when a new quote is created
Try it →
Get request notes in Jobber
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Search property in Jobber
Searches for a property
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Add attachment to request in Jobber
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Create job in Jobber
Creates a new job
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Create request in Jobber
Generates a new request
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Get client notes in Jobber
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Create client in Jobber
Generates a new client profile
Try it →
Get invoice notes in Jobber
Try it →
Get quote notes in Jobber
Try it →
Get job notes in Jobber
Try it →
Create quote in Jobber
Generates a new quote
Try it →
Get invoice noteattechments by ID in Jobber
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Update client in Jobber
Update client profile
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Create visit in Jobber
Create visit using the Job ID
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Close Job in Jobber
Close a job using the Job ID
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Search client in Jobber
Searches for a client
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What can you automate with Float + Jobber?

Streamline your resource planning and field service management with robust automated workflows.

What you can automate?
🔄
Create Jobber jobs from new Float projects automatically
Instantly provision a Jobber job the moment a project is created in Float. Eliminate manual data entry and start scheduling field visits right away.
📝
Capture every submitted field across both platforms
Map custom project descriptions, client details, and scheduling notes between Float and Jobber. Ensure your entire team has complete context for every job.
🔔
Notify your team the moment a task or job changes
Send instant alerts to your dispatchers and project managers whenever tasks are updated or jobs are completed. Keep everyone aligned without chasing updates.
🔀
Route records based on submitted project categories
Set up conditional rules that assign different task priorities or route jobs to specific team channels based on the project type submitted.
⏱️
Keep time tracking and project timelines fully synchronized
Automatically update logged time in Float whenever job milestones are reached in Jobber. Maintain accurate labor records without manual timesheet entry.
🔍
Search and update existing client records to prevent duplicates
Look up existing clients before creating new records during project creation. Keep your customer database clean and free of redundant entries.
Handle later status events like job completions and closures
Trigger downstream updates when a Jobber job is completed or closed. Adjust project timelines and log final hours effortlessly.
🔌
Extend your workflow to Slack, QuickBooks, or Google Calendar
Connect your core scheduling flow with Slack notifications, QuickBooks invoices, or calendar events to build a complete business automation stack.
And much more...

Who is Float + Jobber integration for?

Connecting resource scheduling with field service management eliminates manual data silos across your operations, finance, and dispatch teams.

Operations Directors
Operations Directors
Dispatch Coordinators
Dispatch Coordinators
Client Success Managers
Client Success Managers
Resource Planners
Resource Planners
Field Service Technicians
Field Service Technicians
Finance Administrators
Finance Administrators
📈
Operations Directors
You're reviewing resource allocation reports in Float but your field completion metrics only update when someone manually exports records, so your capacity planning numbers are always hours behind — with this integration, every completed job syncs instantly and your operational reports stay accurate.
Dispatch Coordinators
You need to dispatch field technicians the moment project schedules are confirmed, but waiting for manual emails means jobs start late and clients get frustrated — connecting these apps means every new Float project dispatches a Jobber job instantly.
🤝
Client Success Managers
You answer to clients who want real-time updates on project progress and field visits, but compiling status reports requires checking two separate systems by hand — automating both apps means client status updates happen automatically without manual spreadsheet tracking.
📋
Resource Planners
The volume of inbound client requests and project tasks is too high for your team to keep up by hand, leading to missed entries and scheduling conflicts — integrating these apps means every request and task flows seamlessly between your scheduling and field platforms.
🔧
Field Service Technicians
You depend on project managers to hand over job details and timelines before heading to a site, but crucial notes often get lost in communication gaps — with this integration, every task update and project detail flows directly into your field schedule.
📊
Finance Administrators
You need a reliable history of billable hours and completed jobs for invoicing, but finding discrepancies between time logs and service records takes hours of auditing — this integration means your logged time and job statuses match perfectly across systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Float + Jobber

Build and manage your Float + Jobber automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Float + Jobber with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Float to Jobber?
Frequently Asked Questions
You can connect Float to Jobber in just 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your resource scheduling and field service apps with QuickBooks Online, Slack, and Google Calendar.
Can I automatically create a Jobber job when a new Float project is created?
Frequently Asked Questions
Can I connect Float, Jobber, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Jobber?
Frequently Asked Questions
How does Float handle time tracking updates with Jobber?
Frequently Asked Questions
Can Jobber client updates sync back to Float?
Frequently Asked Questions
Do I need coding skills to automate Float and Jobber?
Frequently Asked Questions
Is the Float and Jobber integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Float or Jobber With 1500+ Other Apps

Float
Popular Float Integrations
Connect resource scheduling with project management, tracking, and reporting tools to keep your team aligned.
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Jobber
Popular Jobber Integrations
Sync field service operations with customer support, invoicing, and marketing tools to streamline your service workflow.
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Jobber Integrations arrow right
No popular apps found