TradesQuote now connects to GetJobber through OAuth. Account owners can connect or disconnect Jobber from the Connections page, and team members can use the integration from estimate workflows.
Client Selection
TradesQuote can fetch Jobber clients and their properties for the upload picker. The estimator customer selector also supports searching Jobber clients when Jobber is the active CRM connection.
Quote Uploads
- Upload an estimate to Jobber as a quote
- Prefer the final edited estimate over the original AI estimate
- Send line-item descriptions, quantities, and unit prices
- Require a Jobber client with at least one property
Saved Results
After upload, TradesQuote stores the Jobber quote ID, quote URL, client ID, client name, property ID, and upload timestamp in estimate metadata. Re-uploading an estimate requires confirmation from the existing upload state.