Jobber and ResponsiBid Integration
What does the Integration do?
Connecting Jobber to Responsibid allows you to use these two programs together and avoid duplicate entry. This will keep Jobber and ResponsiBid from duplicating information by handing off control from one program to the other. This hand-off happens when a Quote is transferred from Jobber to ResponsiBid, and will allow Responsibid to control the line items on the Quote. ResponsiBid will have control of the Quote until it gets handed back to Jobber. Information recorded as line items on a Quote by ResponsiBid will become line items on a Job in Jobber.
An important thing to remember is that once a contact is synchronized between Jobber and Responsibid, that this information is synchronized for good. This means that any information changed about that Client will be changed on both programs.
How to turn on the connection with ResponsiBid and Jobber
To set up ResponsiBid and Jobber, you will need to go into ResponsiBid and enter Settings > Connections, and open up the Jobber Connection. Click on “Enable Connection” and you’ll be taken to an authorization page in Jobber. If you hit “Allow”, it will finalize the connection between Jobber and ResponsiBid.
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