Jobber + SimpleKPI

Jobber + SimpleKPI integrations

Increment kpi data entries in SimpleKPI each time new requests are created in Jobber

Keep ahead of your business progression with this handy workflow. As soon as a new request is made in Jobber, a specific parameter in SimpleKPI is updated straightaway. Always have the freshest data at your fingertips to monitor key performance indicators in line with your ongoing operations. Say farewell to manual data entry and missed updates, this efficient system keeps your performance metrics accurate and up-to-date.

When this happens...
New Request CreatedTriggers when a request is created.
TriggerInstant
automatically do this!
Increment a KPI Data EntryIncrements or decrements the value of an existing KPI data entry based on the value supplied.
ActionWrite

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More things you can do with Jobber and SimpleKPI

Discover other triggers and actions you can use with Jobber and SimpleKPI

New Client Created
Triggers when a client is created.
Trigger
Instant
Try It
New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It
New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It

New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- Client ID
  Required
- Tags to Add
  Required
Action
Write

- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
- User's email
  Required
- KPI Unique ID
  Required
- Entry Date
  Required
- Actual Value
Action
Write

Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
Try It
New Job Created
Triggers when a job is created.
Trigger
Instant
Try It
Quote Approved
Triggers when a quote is approved
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- User's email
  Required
- KPI Unique ID
  Required
- Entry Date
  Required
- Actual Value
- Target Value
- Notes
- Update Actual Value
- Update Target Value
- Update Notes
Action
Write

About Jobber

Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

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Related categories

Scheduling & Booking

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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Related categories

Dashboards