Live transaction feed
Connected company cards land in one feed as the charges post. No new card.
Jobber expense tracking for credit card receipts
Text a credit card receipt after the swipe. Clyr codes it to the Jobber job, and that per-job expense syncs to Jobber in real time. Keep the cards you already have.
Existing cards, receipt by text, then a per-job sync with Jobber.
The short answer
How do I code card purchases to Jobber jobs automatically?
Jobs and clients sync into Clyr in real time. The receipt matches the card charge, the expense is coded to the job, and that per-job expense syncs back to Jobber in real time.
| Workflow | What Clyr uses | Sync with Jobber |
|---|---|---|
| Credit card receipts | Receipt matched to the charge. Coded to the job. | Per-job expenses sync to Jobber in real time. |
| Jobs and clients | The job on the coded expense. | Jobs and clients sync into Clyr in real time. |
| Team members | The person tied to the Jobber account. | Team members sync every 24 hours. |
| Connect | Jobber Marketplace or the Clyr integration screen. | Click connect, then follow the on-screen steps. |
A first login uses Forgot Password at app.clyr.io with the Jobber email. Bring a sample month of card spend to the demo.
What Clyr adds
A live feed on the cards you already have
Clyr starts from the company Amex, Visa, or Mastercard. Each charge hits a live feed, the receipt is matched to the job, and spend management stays in Clyr.
Receipt matched to the job
A text after the swipe collects the photo. The receipt is matched to that charge and coded to the Jobber job.
Email, the Chrome extension, and no-login links cover everyone else.
More than the receipt
Approvals, coding rules, reimbursements, and a two-way QuickBooks sync run in the same system.
The per-job expense still syncs to Jobber in real time.
From the field
How it works, from swipe to Jobber
Connect the cards you already have
Clyr uses the company Amex, Visa, or Mastercard. No new card program.
The swipe sends a text
The cardholder gets the merchant and amount and can reply in the same thread.
The photo matches the charge
Email, the Chrome extension, and no-login links cover everyone else.
Coding stays with a person when it is unsure
Rules and prior coding suggest the Jobber job.
The per-job expense syncs
The coded expense syncs to Jobber on a per-job basis, in real time. Approvals run in Clyr.
Job-level context
A route, tracked end to end
Illustrative route: Northside Lawn is fictional. One weekly visit, kept together before the sync.
1
A crew lead buys mulch. The text collects the receipt and the charge is coded to the Northside job.
2
The client and the job were already in Clyr. Jobs and clients sync from Jobber in real time.
3
The per-job expense syncs to Jobber in real time.
4
Team members on the Jobber account sync every 24 hours.
Illustrative route · Northside
Mulch · receipt matched
Job · Northside weekly route
Sync · per-job expense included
Crew · team members on the 24-hour sync
Beyond the Jobber job
Jobber and QuickBooks expenses
Per-job expenses
Expenses on a per-job basis sync from Clyr to Jobber in real time.
Jobs and clients sync the other way, in real time. Team members sync every 24 hours.
QuickBooks
Clyr also syncs two ways with QuickBooks. That accounting sync is separate from the Jobber job expense.
See the QuickBooks integration.
Cards you already have
Keep the company Amex, Visa, or Mastercard. Connect existing cards.
A personal card can be reimbursed. A personal charge on a company card can be flagged.
Onboarding
How can I connect Clyr and Jobber?
Search for Clyr in the Jobber Marketplace and click connect. Or choose Jobber on the Clyr integration screen. Follow the on-screen steps.
On a first connection, open app.clyr.io/login and use Forgot Password. Sign in with the Jobber email and the new password.
Bring these to the setup conversation
- A sample month of card charges
- The jobs those charges should code to
- Who approves expenses
- Questions about Jobber expense fields still to confirm
FAQ
Frequently asked questions
How can I connect Clyr and Jobber?
Two ways. In the Jobber Marketplace, search for the Clyr integration and click connect. Or open the Clyr integration screen, choose Jobber, and click connect. Follow the on-screen steps either way.
How do I log into Clyr after connecting it to Jobber?
On a first connection, visit https://app.clyr.io/login and click Forgot Password. Set a password, then log in with your Jobber email and that password.
What information gets synced from Jobber to Clyr, and how often does this happen?
Jobs and clients are synced in real time into Clyr, and team members are synced every 24 hours. This ensures that your Clyr account stays up to date with the latest information from your Jobber account.
What information gets synced from Clyr to Jobber, and how often does this happen?
Expenses on a per-job basis are synced from Clyr to Jobber in real time. This ensures that your Jobber account remains updated with those expenses from your Clyr account.
How does Clyr track card expenses on a Jobber job?
Clyr reads the company Amex, Visa, or Mastercard as a live feed. Text the receipt, match it to the charge, code the job, and sync that per-job expense to Jobber in real time.
How is Clyr different from Jobber's own card import?
Clyr is the live feed on the cards the company already has. A text collects the receipt, the charge is matched and coded to the job, and that expense syncs to Jobber. Approvals, coding rules, reimbursements, and QuickBooks sync run in the same system.
How do I code card purchases to Jobber jobs automatically?
Jobs and clients sync into Clyr in real time. Text the receipt after the swipe, code the charge to the job, and the per-job expense syncs to Jobber in real time.
Do we have to switch credit cards to use Clyr with Jobber?
No. Clyr works with the Amex, Visa, and Mastercard cards the company already has. The per-job expense still syncs to Jobber in real time.
Keep exploring
Field-service expense workflows
See it on your workflow
See your Jobber card spend in Clyr
Bring a month of card spend. Clyr will show the receipt, the job coding, and the sync.