Jobber integration

You can integrate Asset Panda Pro with Jobber to connect your field service scheduling and ensure equipment and job contexts remain linked without duplicate data entry. This integration provides the following benefits:

• Give technicians the right context, right from the job

• When a job is created for a property with tracked equipment, Asset Panda Pro automatically links the relevant asset record to that job in Jobber.

• Technicians can open the equipment's history, notes, and prior service details directly from the job they're dispatched to, without searching for it separately.

• Keep job and property data in sync automatically

• Property and job records from Jobber sync into Asset Panda Pro on a regular schedule, so your equipment records always reflect the correct building and job without manual re-entry.

Prerequisites

• Active Asset Panda Pro subscription with Administrator access

• Active Jobber Developer Center account with administrator access and the ability to authorize API access (https://developer.getjobber.com)

• Jobber account for connecting the integration (https://www.getjobber.com/)

• Jobber application created in the Developer Center

Jobber uses GraphQL over HTTPS and OAuth 2.0 for authentication. There is no static API key.

Configure the Jobber application

1. Sign into the Jobber Developer Center.

2. Navigate to Manage Apps > New.

3. Configure the following details:

   • App Name

   • Developer Name

   • Description

   • Scopes: Enable all available read/write scopes during the initial setup for safety and to prevent scope-related permission issues while using Jobber entities and fields. Unnecessary scopes can be restricted later once the required permissions are finalized.

4. Keep the callback URL as https://assetpanda.app/settings/account- management/configure-integration/authentication.

5. Click Save App. The application provides the Client ID and Client Secret, which are required to establish the connection between Asset Panda Pro and your Jobber account.

Set up the Jobber integration in Asset Panda Pro

1. Log into Asset Panda Pro with an administrator account

2. Navigate to Settings > Account Management.

3. Expand the appropriate account and module.

4. Click Manage in the Integrations card.

5. In the Jobber tile, click Add, and then click Edit.

6. Enter the Client ID and Client Secret generated by Jobber and then click Authorize. You are prompted to provide access to your Jobber app to connect to your jobber account.

7. Click Allow Access.

8. Click Test and save connection to verify the credentials. If the connection is successful, a green check is displayed above the Authentication tab.

9. Once verified, click Continue with mapping.

Create Mapping

After authentication, the Mapping List screen displayed.

1. Click Add mapping option to begin.

2. Enter a Mapping Name that identifies the sync purpose.

3. For External Entity, select the data type to sync from Jobber (Job or Property).

4. Select the Collection in Asset Panda Pro that should receive the records.

5. Select the Unique Identifier fields to be mapped between Jobber and Asset Panda Pro.

6. Set Sync Direction to Push to Asset Panda.

7. If necessary, click to apply filters to limit synced data.

8. To map additional fields, click Add more and then select the field mappings. See

9. Click Save.