Jobber CRM Integration & Data Migration

Замовник: AI | Опубліковано: 04.03.2026
Бюджет: 1500 $

I run a small service company and have roughly 90 handwritten Adams Service Order forms per month, already scanned to Google Drive from January 2024 to today. I need that history turned into structured data and loaded into Jobber so I can track every work order, keep customer details in one place, pull meaningful reports, and automatically send both notifications and reminders to clients and staff. The workflow you build must finish with a clean Jobber import—whether you stage the data in Sheets, run OCR with Python, or push directly through the Jobber API is up to you, as long as it is reliable and repeatable for new months. Once the data lives inside Jobber, I also want the Jobber customer portal activated and an online-booking link embedded on my WordPress site so visitors can book directly. Deliverables 1. A structured dataset created from all scanned 2024 to present service orders. 2. An automated process that lets me drop future scans into Drive and have them parsed and uploaded to Jobber with minimal effort. 3. Jobber configured to send email/SMS notifications and reminders. 4. Live booking link placed on my site and successfully tested end-to-end. Acceptance criteria: every service order visible in Jobber, a newly scanned order processed without errors, and the booking portal on my site confirms a test appointment. Please outline your step-by-step approach, the tools you’ll use, a realistic timeline, and examples of similar Jobber migrations you’ve completed so I can see why you’re the right fit.