Create ServeManager note for new Jobber event
Jobber + ServeManager Integration
Jobber + ServeManager Integration
Integrate Jobber to ServeManager in one click, or tell Integrately AI how you want each job handled. Create court cases, log attempts, update companies, and sync your workflow automatically.
Free forever.Use premium features free for 14 days.1.
Job is closed in Jobber- Invoice is updated in Jobber
- Client is updated in Jobber
- Time sheet entry is created in Jobber
- Request is created in Jobber
- Job is completed in Jobber
- Client is created in Jobber
- Job is updated in Jobber
- Quote is updated in Jobber
- Job is created in Jobber
- Invoice is created in Jobber
- Quote approval is created in Jobber
- Quote is created in Jobber
Job is created in ServeManager- Attempt is logged in ServeManager
- Affidavit is created in ServeManager
- Company is created in ServeManager
- Invoice is issued in ServeManager
2.
- Get quote notes in Jobber
- Create request in Jobber
- Get client notes in Jobber
- Get request notes in Jobber
- Get invoice notes in Jobber
- Get job notes in Jobber
- Create quote in Jobber
- Get invoice noteattechments by ID in Jobber
- Update client in Jobber
- Create visit in Jobber
- Close Job in Jobber
- Create job in Jobber
- Add attachment to request in Jobber
- Search property in Jobber
- Create client in Jobber
- Search client in Jobber
- Create job in ServeManager
- Create court case in ServeManager
- Search court case in ServeManager
- Search job in ServeManager
- Create company in ServeManager
- Search company in ServeManager
- Create note in ServeManager
Trusted by experts at...
Ready Workflows for Jobber + ServeManager Integration
Create legal jobs from field service requests, log service attempts, update client companies, and track court cases, all in just one click.
Most popular automation
Create Jobber event for new ServeManager company
ServeManager + Jobber Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Jobber + ServeManager flow
Connect your financial records, file storage, and team communication tools right after your core workflows run. Pick a combination and activate it in one click.
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QuickBooks Online (4)
QuickBooks Online (4) +
Google Drive (4)
Google Drive (4) +
Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Twilio (4)
Twilio (4) +
Slack (4)
Slack (4) J
S
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Create a ServeManager job when a Job is created in Jobber, and create an invoice in QuickBooks Online
New Jobber jobs instantly generate a ServeManager job and a QuickBooks Online invoice without manual re-keying.
S
J
Q
When an Affidavit is created in ServeManager, update the client in Jobber and create a payment in QuickBooks Online
Completed legal affidavits update your Jobber client records and trigger QuickBooks Online payments automatically.
J
S
Q
If a Job is created in Jobber, create a company in ServeManager and add a customer in QuickBooks Online
New Jobber jobs establish company profiles in ServeManager and customer accounts in QuickBooks Online instantly.
S
J
Q
When an Invoice is issued in ServeManager, update the job in Jobber and create a sales receipt in QuickBooks Online
ServeManager invoices update your Jobber records and generate QuickBooks Online sales receipts automatically.
Supported triggers and actions for Jobber and ServeManager
Mix and match to build the exact automation you need
What can you automate with Jobber + ServeManager?
Streamline your legal process service and field operations by automating data flow between Jobber and ServeManager.
🔄
Create ServeManager jobs from Jobber events
Automatically generate a new job in ServeManager the moment a job or request is created in Jobber, eliminating manual copy-pasting between platforms.
📋
Capture every submitted field and detail
Map client names, service addresses, and specific job notes from Jobber directly into corresponding fields across your ServeManager records.
🔔
Notify your team instantly on activity
Send immediate alerts to your operations team in Slack or via email whenever a service attempt is logged or an affidavit is created.
🔀
Route records based on submitted data
Create different court cases or assign specific tasks in ServeManager depending on the specific job type or client submitted in Jobber.
🔄
Keep records updated as details change
Ensure client updates and quote approvals in Jobber automatically reflect across corresponding company profiles in ServeManager.
🔍
Search and update instead of duplicating
Check if a client or company already exists in ServeManager before creating a new record, keeping your databases clean and organized.
⏱️
Handle later status changes and affidavits
Trigger automated follow-ups or status updates in Jobber as soon as an affidavit is created or an invoice is issued in ServeManager.
🔌
Extend your workflow to team apps
Connect your core Jobber and ServeManager flow with Slack, Gmail, or QuickBooks Online to notify teams and sync financials in one pipeline.
And much more...
Who is Jobber + ServeManager integration for?
Field service providers and legal process servers who need to synchronize client jobs, court cases, and documentation without manual entry errors.
Operations Directors
Dispatch Managers
Client Account Leads
High-Volume Process Servers
Field Field Supervisors
Compliance Officers
📈
Operations Directors
You review weekly completion metrics across field service and legal operations, but your dashboards rely on manual data consolidation so the numbers are always delayed — with this integration, every job record syncs instantly and your reports stay accurate.
🚨
Dispatch Managers
You need to dispatch field agents and legal servers the moment a request comes in, but manual handoffs cause critical delays — this integration means every new Jobber request creates a ServeManager job immediately.
🤝
Client Account Leads
Your corporate clients demand live progress updates on field jobs and service delivery, but pulling status reports by hand takes hours — automating both apps means your clients get timely status updates without manual chasing.
⚡
High-Volume Process Servers
Your team handles hundreds of service requests and field visits daily, making manual data entry between systems unsustainable — connecting these apps means your workflow scales smoothly without adding administrative overhead.
🔄
Field Field Supervisors
You depend on office staff to hand over job details before your field crew can begin work, leading to idle time when handoffs stall — this integration means field job data flows straight to ServeManager the second it is created.
📋
Compliance Officers
You need an unbroken audit trail connecting field service logs to legal affidavits, but manual entry creates frequent gaps — setting up this automation means every attempt and job completion is recorded without missing details.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Jobber + ServeManager
Build and manage your Jobber + ServeManager automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Jobber + ServeManager with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Jobber + ServeManager Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Jobber to ServeManager?
You can connect Jobber to ServeManager in 1 click using ready templates on Integrately or ask Integrately AI to build custom multi-step workflows. It takes minutes to sync your field service jobs with legal process service tools alongside QuickBooks Online, Google Drive, and 1,500+ other apps.
Can I automatically create a ServeManager job when a Job is created in Jobber?
Can I connect Jobber, ServeManager, and Slack?
What is a good Zapier alternative for Jobber and ServeManager?
How does Jobber data sync with ServeManager?
Can ServeManager events update Jobber client records?
Do I need coding skills to automate Jobber and ServeManager?
Is the Jobber and ServeManager integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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