Description

The LiveSwitch Contact integration with Jobber allows LiveSwitch Contact (LSC) customers who use Jobber's field service management software to:

• Add a LiveSwitch box on new Jobber clients with links to start a live call, request a recording, and view the LiveSwitch contact record from Jobber.
• Add a note to a client in Jobber anytime a session is initiated in LiveSwitch Contact.
• Add or updates a contact in LiveSwitch anytime a contact is created or updated in Jobber.

Install the Jobber Integration

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Features & Functionality

Initiate Live Video Calls or Request a Recording from a Jobber client record.

Anytime a new client is created or an existing client is updated, a new LiveSwitch box will appear on the client record.

The LiveSwitch box will provide three options:

1. View in LiveSwitch
   1. Selecting 'Click to View' will open the contact record in LiveSwitch on a new tab.
2. Start call
   1. Selecting 'Start a call' will initiate a live video call with the Jobber client. The Jobber client will get a text message with a link to join and a new tab will automatically open for the user who initiated the call.
3. Request recording
   1. Selecting the 'Request a recording' button will send a text message to the Jobber client requesting a recording.

Create a contact in LiveSwitch anytime a client is created or updated in Jobber.

Anytime a client is created in Jobber, the app will search LiveSwitch to see if a contact with the same phone number already exists. If a contact does exist, it will check to see if the rest of the data matches and, if not, will update the LSC contact to match the Jobber client. If the contact does not exist, it will create a new contact.

Similarly, if a client is updated in Jobber, the app with either create a new contact or update an existing contact to match the Jobber client.

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Installation

Step 1: Log in to your LiveSwitch Contact account.

If you are not already logged in, go to https://app.contact.liveswitch.com and log in to your Contact account.

Step 2: Go to https://app.contact.liveswitch.com/apps to access the Contact app marketplace.

You can access the app marketplace by going directly to that page via the URL or selecting the "App" menu item in the left menu bar.

Access via URL:

Access via 'Apps' menu item:

Step 3: Select 'Connect' on the Jobber App

Step 4: Authorize LiveSwitch to access Jobber

When you select the 'Connect' button, a new tab will automatically open that initiates the authentication process.

First, we will authenticate your LiveSwitch Contact account with the LiveSwitch API. When the screen below appears, select 'Accept' to continue. This step will not always be necessary.

Second, we will begin the authentication process with Jobber. If you are not logged in to your Jobber account, it will prompt you to sign in. If you are already logged in, you will skip ahead to the allow permissions screen.

On the permissions screen, select 'Allow Access' to complete the authentication process.

If you run into any issues, please contact [email protected]