Brief Description of Jobber

Jobber is a leading field service management software designed to help service-based businesses organize their operations, schedule jobs, and manage customer interactions. With user-friendly features and robust functionality, Jobber streamlines day-to-day tasks, allowing businesses to focus on what they do best—providing excellent service to their clients.

Uses for Jobber Users with ID Checks

For businesses that require ID verification as part of their services, integrating IdentityCheck with Jobber can provide several benefits:

• Secure Client Sign-Up: Verify the identity of new clients during the onboarding process.
• Employee Verification: Ensure that the personnel attending field jobs have their identities validated.
• Compliance Checks: Maintain regulatory compliance by verifying client IDs when necessary.

Instructions to Set Up IdentityCheck with Jobber

Integrating IdentityCheck with Jobber is easy with Zapier. Follow these steps to get started:

1. Create Accounts: Ensure you have active accounts with both IdentityCheck and Jobber.
2. Sign Up for Zapier: If you don’t already have a Zapier account, sign up at Zapier.
3. Start a New Zap: Log in to Zapier and click on “Create Zap”. This will allow you to set up an integration (Zap) between IdentityCheck and Jobber.
4. Select the Trigger App: Choose Jobber as your trigger app and select the appropriate trigger event (e.g., new customer created).
5. Connect Jobber Account: Follow the prompts to connect your Jobber account to Zapier.
6. Select the Action App: Choose IdentityCheck as your action app and select the action event (e.g., verify ID).
7. Connect IdentityCheck Account: Follow the prompts to connect your IdentityCheck account to Zapier.
8. Configure Data Mapping: Map the data fields from Jobber to IdentityCheck to ensure ID verification information is appropriately used.
9. Test the Zap: Run a test to ensure the integration is working correctly.
10. Activate the Zap: Once tested successfully, turn on the Zap to enable the integration.

Instructions on How to Use IdentityCheck with Jobber

Once the integration setup is complete, you can start using IdentityCheck to verify IDs within your Jobber workflows seamlessly:

1. Add a New Customer: Create a new customer in Jobber, providing the necessary ID details as part of their profile.
2. Automatic ID Verification: With the Zap active, IdentityCheck will automatically verify the ID once a new customer is added in Jobber.
3. Review Verification Results: Check the ID verification results within IdentityCheck. If the ID is verified successfully, proceed with scheduling jobs or onboarding processes.
4. Monitor and Manage IDs: Continuously monitor and manage ID verifications through IdentityCheck to ensure compliance and security.
5. Update Customer Info: Any updates to customer information in Jobber will trigger ID re-verification if configured in Zapier.

Integrating IdentityCheck with Jobber ensures stringent ID verification procedures, enhancing security and compliance for your business. By leveraging this seamless integration, you can focus on delivering exceptional service while maintaining trust and safety.