CRM & billing
On requestIf you run Jobber, Jobber probably already syncs to QuickBooks Online for you. A second connection from the receptionist would be a second path to the same books. We list it because some shops want one, and we would quote it as setup work.
On request. Not live. No QuickBooks connection exists to switch on. We quote it when a shop has a reason Jobber or Zoho can’t cover.
After a booked call, a customer in QuickBooks Online and an invoice or estimate for the visit. Whether it should be a draft, an estimate, or an unsent invoice is a scoping decision, because QuickBooks handles them differently from Zoho.
A Jobber shop that syncs Jobber to QuickBooks Online gets the customer and invoice there when the job is invoiced. The receptionist writing a separate invoice risks a duplicate.
Which company file, how a customer is matched, and who owns the connection. QuickBooks access is granted by the shop’s own sign-in.
Nothing is written for a call you answer. For a call the receptionist takes and books, a build would write after it ends.
The same, at any hour.
What scoping would cover. There is nothing to connect today.
What the receptionist would write that Jobber’s own sync doesn’t.
Invoice, estimate, or customer only.
Adapter work is quoted at setup and tested before live calls.
Not yet. It is on request, quoted at setup.
Yes, as drafts in Zoho Invoice, if you use it.
Connect Jobber. Its own QuickBooks sync carries the customer and invoice there.
