What syncs with Jobber
Every hand-off the Jobber integration makes in both directions, and the four things it deliberately leaves alone.
Jobber sets up Timemark
Section titled “Jobber sets up Timemark”| In Jobber | In Timemark |
|---|---|
| New client address | A project is created, named after the client, carrying the address, its map location, and a 1 km arrival reminder |
| A second address on the same client | A second project, with the same name. The two are told apart by their addresses, as they are in Jobber |
| New Request, Quote, or Job | The project label moves forward, and so does the sync target |
| First Request on a property that predates the connection | The project is created for it then |
| Salesperson and scheduled crew on a Job | Those people get access to the project |
Those labels move as you work through a job in Jobber — Using the Timemark + Jobber integration walks the whole chain with screenshots.
Timemark files the evidence
Section titled “Timemark files the evidence”Photos, videos, and project files sync to the Internal Notes of that property’s current Request, Quote, or Job. They usually appear within seconds.
Each project carries a label naming where its content is going right now.
| Label | What it means | Content goes to |
|---|---|---|
| Property | Client and address exist, no paperwork yet | Nothing yet |
| Request | A request has been created | That Request’s Internal Notes |
| Quote | A quote has been created | That Quote’s Internal Notes |
| Job | A job has been created | That Job’s Internal Notes |
Two behaviours worth knowing:
- One note per day, not one per photo. A day’s capture is collected into one note, whose text links back to the Timemark project the photos came from.
- Content moves with the work. Photos attached at the Request stage are still there on the Quote, the Job, and the invoice. There is no “link to related” box to remember.
Crew access
Section titled “Crew access”This only happens when Auto assign users is turned on, which it is not by default — see Connecting Timemark to Jobber. With it on, setting a Salesperson on a Job, or adding people to Assigned in the Schedule section, gives those people access to the matching project. Assignment only ever adds people — taking someone off a Jobber record never takes their Timemark access away.
Matching is by email address, so a person’s email has to be the same in both products. Anyone whose email doesn’t match is skipped, and everyone else still syncs.
The person who connected the integration keeps access to every project it creates.
What doesn’t sync
Section titled “What doesn’t sync”| Not synced | What to do instead |
|---|---|
| Checklists | Checklists export to Excel. Upload that file to the project’s files and it syncs like anything else. |
| Renamed clients | A project keeps the name it was created with, so your own naming is never overwritten. Edited addresses do sync. |
| Projects you create in Timemark | Properties flow from Jobber to Timemark. It does not run the other way. |
Deleting content in one product never deletes it in the other. Remove it in both if you want it gone everywhere.
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