What we import and when
Which jobs come in
Section titled “Which jobs come in”Only finished jobs. A job becomes a draft page when you mark it complete in Housecall Pro or Jobber. Scheduled and open jobs do not.
Two moments bring jobs in:
- The first import, when you connect a tool: every job completed in the last 3 months, newest first, up to the newest 300. If you completed more than that in the window, the oldest are left out and the Pages list says so.
- From then on, each job you complete arrives on its own within a few minutes.
Jobs that arrive without photos or with very little written about them still come in; the page just waits for you. See the Publishing section for what happens after a job arrives.
What we read from a job
Section titled “What we read from a job”- Housecall Pro: the job’s description, line item descriptions, notes, and photos.
- Jobber: the job’s title, instructions, line item descriptions, notes, and photos, plus the job number.
The page shows the service, the city and state, and the photos. The customer’s name, street address, and anything else that identifies them are never published.
Company-only clients. A job whose client is a company with no person’s name shows the company name on your Pages list, and searching your pages finds it by that name.
Keeping a test job out
Section titled “Keeping a test job out”Create as many test jobs as you like; name them so we skip them. A skipped job goes to your Archived tab instead of becoming a page. If a real job lands there by mistake, open it and press Restore.
| Tool | What to do |
|---|---|
| Housecall Pro | Start the job’s description with “DELETE ME”, “testing only”, or “sl test” (for example, “DELETE ME: SimplifyLocal test”), or name the customer exactly “Delete Me” or “Testing Only”. |
| Jobber | Name the client, the client’s company, or a line item “Delete Me” or “Testing Only”, or start it with “DELETE ME”, “testing only”, or “sl test”. |
Delete the test job in your scheduling tool afterwards.
When a job changes after it came in
Section titled “When a job changes after it came in”- Before the page is live, an edit to the job in your scheduling tool updates the draft.
- After the page is live, we do not change it on our own. The page shows a notice, “Your scheduling software has newer details for this job”, with Apply update and Dismiss buttons. Dismissing leaves your page as it is.
For Jobber, a note added to a job that is already closed does not reach us on its own. Open the page and press Refresh draft with AI to pull it in.
Switching tools
Section titled “Switching tools”If you move from one tool to the other, connect the new one first; the app then helps you turn off the old one. While both are on, the same job can come in twice, and the Settings page says so: “Both tools are still sending jobs.”
Jobs from the new tool that look close to one you already have (same day and ZIP, different address) go to Review possible duplicates under Settings, where you mark each pair These are the same or These are different. Pages already published from the old tool stay put.