Jobber + Simpro Integration

Integrate Jobber to Simpro in one click, or tell Integrately AI how you want each job handled. Create service jobs, update client details, sync quotes, and manage schedules automatically.

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1.
  • Jobber
    Job is completed in Jobber
  • 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 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
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
Arrow Right
2.
  • Jobber
    Create client 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
    Get request notes 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
  • Simpro
    Update lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for Jobber + Simpro Integration

Sync jobs, update client records, manage quotes, log invoices, and track service operations, all in just one click.

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Connect more apps to your Jobber + Simpro flow

Streamline accounting, sync marketing lists, notify your team on messaging apps, and schedule follow-ups once your core pair finishes. Pick a combination and activate it in one click.

Jobber
Simpro
+
QuickBooks OnlineQuickBooks Online (6)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
Google CalendarGoogle Calendar (4)
+
StripeStripe (4)
+
TypeformTypeform (4)
J
S
Q
When a Job is created in Jobber, create a service job in Simpro, and create an invoice in QuickBooks Online
New Jobber jobs instantly generate Simpro service jobs and QuickBooks Online invoices without manual data entry.
J
S
Q
When a Quote is created in Jobber, create a service quote in Simpro, and create a sales receipt in QuickBooks Online
Quote details flow from Jobber to Simpro and QuickBooks Online automatically so estimates are tracked across systems.
J
S
Q
When Invoice is created in Jobber, create a service job in Simpro, and update customer details in QuickBooks Online
New Jobber invoices update Simpro jobs and ensure QuickBooks Online customer profiles remain accurate.
J
S
Q
When Client is created in Jobber, create a company customer in Simpro, and add a customer in QuickBooks Online
New Jobber clients automatically establish company customer accounts in Simpro and QuickBooks Online.
J
S
Q
When Job is closed in Jobber, update the Simpro job status and record the payment in QuickBooks Online
Closed Jobber jobs update Simpro records and log final payments in QuickBooks Online automatically.
J
S
Q
Use ChatGPT to summarise Jobber job notes, create a Simpro service job, and log an expense in QuickBooks Online
AI summarises Jobber job notes before creating a Simpro service job and recording expenses in QuickBooks Online.

Supported triggers and actions for Jobber and Simpro

Mix and match to build the exact automation you need

Jobber
Jobber Triggers & Actions
Job is completed in Jobber
Triggers the automation when a job is marked as completed
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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 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
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Create client in Jobber
Generates a new client profile
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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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Get request notes in Jobber
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Get invoice notes in Jobber
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Get quote notes in Jobber
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Get job notes in Jobber
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Create quote in Jobber
Generates a new quote
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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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Simpro
Simpro Triggers & Actions
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Update lead in Simpro
Updates specified lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Create lead in Simpro
Adds a new lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
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What can you automate with Jobber + Simpro?

Streamline your field service management by automating data flow between Jobber and Simpro.

What you can automate?
🔄
Sync new jobs instantly across platforms
Automatically generate a Simpro service job the moment a new job is created in Jobber. Eliminate manual copying and keep your operational workflow moving without interruption.
📋
Capture every submitted client detail
Transfer complete client profiles, company names, and contact details from Jobber into Simpro without missing custom fields. Ensure your customer database remains comprehensive.
🔔
Alert your team the second work arrives
Trigger instant notifications in your messaging channels whenever a new job or quote is registered. Keep dispatchers and field staff informed in real time.
🔀
Route records based on submitted criteria
Distribute incoming jobs or quotes to different departments or customer tiers based on specific field values. Ensure high-priority requests get immediate attention.
✏️
Keep destination records up to date
Automatically reflect job updates, client edits, and quote modifications across both applications. Prevent version mismatches and outdated information.
🔍
Prevent duplicates with smart matching
Search existing client and property records before creating new entries. Maintain a clean database by updating existing profiles instead of generating redundant records.
Handle later status changes automatically
Trigger downstream actions when jobs are completed or closed in Jobber. Update operational stages and kick off billing processes without delay.
🔌
Extend your workflow to messaging and accounting
Connect your core Jobber and Simpro setup with third-party tools like QuickBooks Online or Slack to notify stakeholders and log financial data automatically.
And much more...

Who is Jobber + Simpro integration for?

Field service businesses, operations managers, and finance teams connect Jobber and Simpro to eliminate manual data entry, accelerate billing, and keep systems aligned.

Operations managers
Operations managers
Dispatch supervisors
Dispatch supervisors
Account managers
Account managers
Administrative teams
Administrative teams
Field technicians
Field technicians
Finance specialists
Finance specialists
📈
Operations managers
You review field service metrics every week, but your operational records only update when someone manually exports job data, so the completion counts you report against are always a few hours behind — this integration means every new job and status update syncs instantly and your numbers stay current.
Dispatch supervisors
You need to assign field technicians the moment new service requests arrive, but finding out about bookings late causes scheduling bottlenecks — with this integration, every new job flows straight into your management software so your team acts without delay.
🤝
Account managers
You answer to clients who want immediate progress updates on their quotes and service tickets, but checking separate systems takes too much time — connecting these apps means client records and project statuses update simultaneously across platforms.
🔄
Administrative teams
You handle high volumes of customer creation and invoice logging every day, but manual re-typing leads to costly data entry errors — automating both apps means customer profiles and invoices populate instantly without human intervention.
🛠️
Field technicians
You depend on upstream dispatchers to hand over job details before heading to a site, but delayed paperwork leaves you waiting for information — this integration means job details and schedules arrive in your hands the second they are approved.
📋
Finance specialists
You need a reliable history of all completed jobs and invoices to reconcile accounts, but scattered records keep leaving frustrating gaps in your audit trail — connecting these systems means every transaction is logged accurately and completely.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Jobber + Simpro

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

1,500+ apps connected
1,500+ apps connected
Connect Jobber + Simpro 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?

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Automation is ready
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Frequently Asked Questions

How do I connect Jobber to Simpro?
Frequently Asked Questions
You can connect Jobber to Simpro in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with QuickBooks Online, Mailchimp, Slack, and 1,500+ other apps.
Can I automatically create a Simpro service job when a Jobber job is created?
Frequently Asked Questions
Can I connect Jobber, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Jobber and Simpro?
Frequently Asked Questions
How does Jobber handle client and job updates in this integration?
Frequently Asked Questions
How does Simpro process quotes and invoices received from Jobber?
Frequently Asked Questions
Do I need coding skills to connect Jobber and Simpro?
Frequently Asked Questions
Is the Jobber and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Jobber or Simpro With 1500+ Other Apps

Jobber
Popular Jobber Integrations
Connect Jobber with CRM, invoicing, and scheduling tools to manage field operations and client relationships.
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Simpro
Popular Simpro Integrations
Sync Simpro with reporting, accounting, and communication software to keep business data working across your stack.
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