SyncMatrix.
Jobber logo + Square logo

Automate Jobber & Square

Stop paying for mismatched spreadsheets. Sync data between Jobber and Square in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Jobber"]
        T1(["Client Updated"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Square"]
        A1(["Add Customer to Group"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Jobber and Square operate independently, field service teams often face significant delays in payment processing. For instance, when a technician completes a job in Jobber, they may need to manually enter the payment details into Square, leading to potential errors in job completion dates or amounts charged. This not only wastes valuable time for technicians but also creates discrepancies in financial reporting for the accounting team, who must reconcile these manual entries against actual job data.

Top Ways to Automate Jobber & Square

  • Automated Invoicing: Seamlessly generate and send invoices from Jobber to Square, ensuring that all service details and payments are accurately reflected without manual input.
  • Real-Time Payment Updates: Automatically update Jobber with payment statuses from Square, allowing field teams to access up-to-date financial information and improve cash flow management.
  • Streamlined Scheduling: Sync customer appointments and service schedules between Jobber and Square, reducing scheduling conflicts and enhancing customer satisfaction through timely service delivery.

How to Build the Jobber → Square Sync

  1. Set up a webhook in Jobber to listen for the 'job.completed' event.
  2. Configure the webhook to send a payload containing the job ID, customer details, and total amount due to your designated endpoint.
  3. On your server, create an endpoint that receives the Jobber webhook payload. Extract the 'job ID', 'customer name', and 'total amount' from the JSON payload.
  4. Use the Square REST API to create a payment. Make a POST request to the endpoint https://connect.squareup.com/v2/payments.
  5. Include the extracted customer details and payment amount in the request body, ensuring to format it according to Square's API specifications.
  6. Handle the response from Square to confirm the payment was processed successfully and log any errors for troubleshooting.

Developer Warnings & API Gotchas

  • Ensure that the customer details from Jobber match the customer profiles in Square; mismatches can lead to failed payment attempts.
  • Pay attention to the currency format in the payload; Square requires amounts to be specified in the smallest unit (e.g., cents for USD), which may differ from Jobber's format.
  • Verify that the job completion status in Jobber is accurately reflected in the webhook payload; if the job is not marked as completed, the payment will not be processed correctly.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Jobber... Client Updated
    Do this in Square Add Customer to Group
  • When this happens in Jobber... Invoice Updated
    Do this in Square Change Inventory
  • When this happens in Jobber... Job Closed
    Do this in Square Create Appointment
  • When this happens in Jobber... Job Completed
    Do this in Square Create Customer
  • When this happens in Jobber... Job Updated
    Do this in Square Create Invoice

SyncMatrix Experts

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I can see you're looking at mapping Jobber to Square. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?