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Short answers about setting up Matched, matching charges, and your plan.
Popular articles
- Set up MatchedThe setup steps, from signing up to your first matched charge, in about five minutes.
- How matching worksHow Matched picks a job for each charge, and what High, Medium and Low confidence mean.
- Auto-accept High matchesTurn on auto-accept so High matches go onto their Jobber job without a tap, what you agree to when you do, and how to undo any of them.
- Connect your card platformConnect Float with an API token, or Ramp by signing in, so Matched can read your card charges.
- Change or cancel your planUpgrade, downgrade or cancel, update your card, see invoices, and what happens when a payment fails.
- Sending to Jobber, undo and take outWhat lands in Jobber when you match a charge, how to retry, and how to undo or take an expense back out.
Getting started
- What Matched doesMatched puts every company card charge on the right Jobber job, with the receipt.
- Set up MatchedThe setup steps, from signing up to your first matched charge, in about five minutes.
- Try Matched with sample chargesSee how matching works on realistic charges made from your own Jobber, with no card connected.
Connections
- Connect JobberConnect your Jobber account so Matched can read jobs and clock-ins and add expenses to jobs.
- Connect your card platformConnect Float with an API token, or Ramp by signing in, so Matched can read your card charges.
- Coded fields and buildingsIf your crew codes a property, job or customer on each charge, link those options to Jobber once.
- Whose card is whoseLink each crew card to a Jobber person, and tell Matched which cards are the owner's or the office's.
- When new charges show upMatched reads new charges, jobs and clock-ins every 15 minutes, and you can refresh any time.
- Connect your bank or AmexConnect any business bank card or American Express through Plaid so Matched reads each posted charge on its own.
Matching
- How matching worksHow Matched picks a job for each charge, and what High, Medium and Low confidence mean.
- Match a chargeSend a recommendation to Jobber, pick another job, mark No job, ignore a charge, or split it across jobs.
- Auto-accept High matchesTurn on auto-accept so High matches go onto their Jobber job without a tap, what you agree to when you do, and how to undo any of them.
- Sending to Jobber, undo and take outWhat lands in Jobber when you match a charge, how to retry, and how to undo or take an expense back out.
- Reconcile a card statementUpload a month's card statement and check every line has an expense in Jobber, then close the month.
- The morning charges emailThe weekday email that tells owners when card charges are waiting for a job, and how to turn it off or back on.