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Jobber Integration

Insightly is a powerful lead/sales tracking and reporting tool, and is improving daily.

We use Jobber for Quotes, project management, invoicing, and time tracking.

Currently we create new leads in Insightly. When these become Opportunities, we push the new Insightly Contacts to QB, then sync in Jobber to build Quotes, convert to Jobs, then run the Jobs, track time, and do Invoicing. The financials and time records then sync with QB, and we can see the financials on the QB tab of linked records in Insightly.

We have created custom fields to link records between Insightly and Jobber (the url of the corresponding Client/Property on Contacts and Organizations in both programs, and the url of the Jobber Quote and Job on Insightly Opportunities and Projects.) We copy the (J)Quote amount to the (I)Opportunity value, etc. Then our sales team can see our health in Insightly reports and List/Kanban views (and tomorrow, on the new dashboard!).

I'd like to see a button in Insightly similar to that for QB, where we could choose to import select information between Jobber Quotes/Jobs and Insightly Opportunities/Projects:

Unlink From Jobber 
Copy JobberDetails To Insightly 
Copy Insightly Details To Jobber 
View In Jobber

For instance, the value of a (J)Quote linked to an (I)Opportunity, the (J)Job Start date linked to (I) Project.

I think you can see where I'm going here. I don't know how many Jobber users also use Insightly. We love the integration between Insightly and QB. We need the added functionality Jobber gives with time tracking and financials. If they talked to each other this would be outstanding!


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