Connect Jobber

Matched needs Jobber to know your jobs and who was working where.

Connect

1. In setup, at Connect Jobber, select Connect Jobber.
2. Sign in to Jobber. Jobber asks for the account owner or an admin.
3. Approve Matched.

You come back to setup with “Jobber is connected.”

What Matched reads and writes in Jobber

• Reads: jobs, clients, the people on your account, and crew clock-ins.
• Writes: an expense on a job, with the receipt, when a charge is matched. See Sending to Jobber, undo and take out.

Matched never changes a job's details, quotes or invoices.

Reconnect

Settings, then Connections, is where you reconnect Jobber, any time, even when it says Connected. Use it when Jobber was disconnected, when Matched says Needs reconnecting, or when you were asked to reconnect (for example after Matched moved to a new Jobber app).

1. Open Settings.
2. Under Connections, next to Jobber, select Reconnect Jobber. (If Jobber was never connected, the button says Connect Jobber.)
3. Sign in to Jobber with the same Jobber account your company uses, and approve Matched.

You come back to Settings with “Jobber reconnected to” and your Jobber company's name. Your jobs, charges, matches, building links and whose card is whose all stay.

If Matched says That's a different Jobber account from the one this company uses, your browser is signed in to another Jobber account. Nothing was changed. Log out of Jobber, sign in to your company's Jobber account, and select Reconnect Jobber again.

The Jobber row also shows which Jobber company Matched is connected to, when it last read from Jobber, and the last error, if any. Everyone on your team can see it; only an owner can reconnect or disconnect.

Connect from Jobber's App Marketplace

You can also start in Jobber: find Matched in Jobber's App Marketplace and select Connect.

• Already use Matched? Sign in, and you land in setup with Jobber connected.
• New to Matched? Sign in with your email, select Start my company, and Jobber is connected right away.
• Signed in as a company owner whose company has no Jobber yet? Select Connect Jobber to connect it to that company.

Once connected, Manage on Matched's listing in Jobber opens your Matched Settings.

Disconnect

1. Open Settings.
2. Under Connections, below Jobber, open Disconnect Jobber, tick the box, and select Disconnect Jobber.
3. In Jobber, remove Matched under Apps too.

Matched stops reading jobs and sending expenses. Your charges and matches stay, and so does anything already in Jobber. Reconnect any time from Settings.

If Jobber shows Matched as disconnected, or Matched says "Needs reconnecting", use Reconnect Jobber in Settings, under Connections.