Docs / Integrations

Jobber (historical import)

Overview

Already running on Jobber? Connect it so Setell can read your finished jobs and learn your real numbers. This is a one-way import — Setell reads your past Jobber work to warm up its pricing. It never writes anything back to Jobber, and it won't move your live work over.

Before you start

  • A Jobber account you can sign in to (you'll approve access on Jobber's site).
  • Jobber import is on every plan.

Steps

  1. Go to Settings → Connections and find the Jobber card.
  2. Click Connect to Jobber.
  3. Approve access on Jobber's screen. You land back in Setell and the card reads Connected — historical jobs ingested on demand.

What happens next

  • Once connected, click Import historical jobs on the Jobber card to pull your completed jobs — the import runs in the background.
  • Each imported job becomes pricing signal — Setell references it when you quote similar work, so your numbers start grounded in your own history.
  • Re-running the import is safe: jobs you've already imported aren't duplicated.
  • Imported history shows up to Boxx within a few minutes of the import finishing.

Troubleshooting

  • Card still says "Not connected" after approving. The approval didn't complete. Click Connect to Jobber and run through Jobber's screen again.
  • "Jobber is not connected. Connect in Settings first." The import was triggered before the connection finished. Connect on the Jobber card, then it can run.
  • An import is already running. Setell won't start a second import while one is in progress — wait for the first to finish.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Does this move my live jobs into Setell? No. It reads your finished jobs as pricing signal only — your active Jobber work stays in Jobber.
  • Does Setell change anything in Jobber? No. The import is read-only, one direction.
  • Will it create duplicates if I import again? No — re-importing skips jobs already brought in.
  • How does this help me? Your quotes start with prices from your actual past work instead of from scratch.

Related

  • docs/import/jobber-servicetitan · docs/integrations/servicetitan · docs/import/spreadsheet · docs/integrations/quickbooks

Ready to try it on your own quotes?

Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.

← All docs