Set up Matched

Setup is one page with a few steps. Each step opens when the one before it is done. Only an owner can run setup.

Start a company

1. Go to itsmatched.com and select Get started.
2. Sign in with Continue with Google, or enter your email and select Email me a code.
3. If your email isn't in Matched yet, select Start a new company.

The setup steps

1. Connect Jobber. Sign in to Jobber as the account owner or an admin and approve Matched. See Connect Jobber.
2. Connect your cards. Pick Float, Ramp, or Try it out for sample charges. See Connect your card platform.
3. What does your crew code on each charge? Pick the field your crew fills in on each charge, or Nothing, we don't code charges. Matched then reads your jobs and the last 60 days of charges. This takes about a minute.
4. Match to Jobber. Only shown if you picked a field, and named after it, for example “Match each property to its Jobber client”. See Coded fields and buildings.
5. Whose card is whose. Tell Matched which Jobber person holds each card. See Whose card is whose.
6. Invite your team. Pick who should use Matched, or select Skip for now, start matching.

When setup is done, select Go to matching to open the Charges page.

Setting up again later

You can change most of this later in Settings. To go through setup from the start, see Start over or delete your company.