Jobber + SOS Inventory

Jobber + SOS Inventory integrations

Create new SOS Inventory sales orders each time new jobs are created in Jobber

This workflow streamlines your inventory management by immediately creating a sales order in SOS Inventory when a new job is generated in Jobber. It eradicates the need for manual data entry, saving you time and reducing the chance for errors. Not only does it enhance your efficiency, but it also ensures your sales orders keep pace with your job creation.

When this happens...
New Job CreatedTriggers when a job is created.
TriggerInstant
automatically do this!
Create Sales OrderCreates a new sales order
ActionWrite

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More things you can do with Jobber and SOS Inventory

Discover other triggers and actions you can use with Jobber and SOS Inventory

New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- 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
- Location
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Polling
Try It
New Sales Order
Triggers when a new sales order is created.
Trigger
Polling
Try It
- Name
  Required
- Email address
  Required
- Website
- Phone
- Alternate phone number
- Fax number
- Company name
- Billing line 1
- Billing line 2
- Billing line 3
- Billing line 4
- Billing line 5
- Billing city
- Billing state or province
- Billing postal code
- Billing country
- Shipping line 1
- Shipping line 2
- Shipping line 3
- Shipping line 4
- Shipping line 5
- Shipping city
- Shipping state or province
- Shipping postal code
- Shipping country
- Customer notes
- Parent customer
- Terms
- Payment method
Action
Write
- Order number
  Required
- Date/time
  Required
- Customer
  Required
- Create customer if not found in SOS Inventory
- Location
- Billing company
- Billing contact
- Billing phone
- Billing email
- Billing address line 1
- Billing address line 2
- Billing address line 3
- Billing address line 4
- Billing address line 5
- Billing address city
- Billing address state/province
- Billing address postal code
- Billing address country
- Shipping company
- Shipping contact
- Shipping phone
- Shipping email
- Shipping address line 1
- Shipping address line 2
- Shipping address line 3
- Shipping address line 4
- Shipping address line 5
- Shipping address city
- Shipping address state/province
- Shipping address postal code
- Shipping address country
- Comment
- Terms
- Channel
- Priority
- Item
  Required
- Description
- Quantity
  Required
- Unit price
  Required
- Amount
Action
Write
- Search query
- Start date
- End date
Action
Search

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- 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
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Sales Receipt
Triggers when a new sales receipt is created.
Trigger
Polling
Try It
New Shipment
Triggers when a new shipment is created.
Trigger
Polling
Try It
- Order number
  Required
- Date/time
  Required
- Customer
  Required
- Create customer if not found in SOS Inventory
- Location
- Billing company
- Billing contact
- Billing phone
- Billing email
- Billing address line 1
- Billing address line 2
- Billing address line 3
- Billing address line 4
- Billing address line 5
- Billing address city
- Billing address state/province
- Billing address postal code
- Billing address country
- Shipping company
- Shipping contact
- Shipping phone
- Shipping email
- Shipping address line 1
- Shipping address line 2
- Shipping address line 3
- Shipping address line 4
- Shipping address line 5
- Shipping address city
- Shipping address state/province
- Shipping address postal code
- Shipping address country
- Comment
- Terms
- Channel
- Priority
- Item
  Required
- Description
- Quantity
  Required
- Unit price
  Required
- Amount
Action
Write
- Customer name
- Email
Action
Search

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About SOS Inventory

SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM