Connecting Jobber to Protiv

Jobber + Protiv have a direct integration that lets you pull your operational data from Jobber into Protiv so you can run performance-based bonuses with accurate job costs and labor insights.

This article covers:

What the integration does
How to connect Jobber to Protiv
How labor budgets are calculated
How wages and burden work
How managers and crew leads are mapped
Current limitations & behaviors

1. What the Jobber–Protiv integration does

Once connected, Protiv imports key data from your Jobber account, including:

Jobs & visits
Teams / assigned workers
Job costing information
Revenue information from quotes
Custom fields (for budgets or other numeric data you choose)
Time entries

🔁 Sync direction: This is a one-way sync from Jobber to Protiv.
Jobber remains the source of truth. Protiv does not write data back to Jobber.

2. How to connect Jobber to Protiv

Sign in to Protiv.
Create or open your company account in Protiv.
Go to the Integrations area.
In Protiv, open the Integrations page and select Jobber.
Start the connection.
Click Connect Jobber (or equivalent button).
Authorize in Jobber.
- You’ll be redirected to a Jobber authorization page.
- Install/approve the Protiv app in Jobber.
- Confirm the permissions requested so Protiv can read your Jobber data.
Return to Protiv.
After authorization, Jobber will redirect you back to Protiv.
Complete the onboarding steps in Protiv.
Protiv will guide you through:
- Budget configuration
- Wage configuration
- Manager and crew lead setup

Once these steps are completed, Protiv will begin importing data from Jobber and you can configure performance-based bonuses.

3. How labor budgets are handled

Jobber does not have a native concept of a “labor budget” for each job. Protiv solves this with flexible options.

Protiv always wants one of the following per job:

Hours budget, or
Labor (dollar) budget

If one of these is missing, Protiv will calculate the other.

Option 1: Use a custom field in Jobber

If you already track budgets in Jobber, you can use a custom field to send that information to Protiv.

Create or choose a custom field in Jobber for your budget:
- It can represent hours, or
- A numeric dollar amount for labor budget
Map that custom field in Protiv’s integration settings.
Protiv will import that value for each job as your labor budget or hours budget.

✅ Best for: Companies who already track labor budgets in Jobber and want those values to flow directly into Protiv.

Option 2: Use a percentage of revenue

If you don’t manage budgets in Jobber, Protiv can derive the budget based on job revenue.

In Protiv, define a labor percentage of revenue.
Example: “30% of revenue is labor cost.”
Protiv uses the job’s sold price / revenue from Jobber and applies the percentage to calculate the labor budget (dollars).
Protiv then converts that dollar budget into budgeted hours using your company’s average wage.

Example

Job revenue in Jobber: $1,000
Labor percentage: 30%
Company average wage: $20/hour

Steps:

Labor budget (dollars) = 30% of $1,000 = $300
Hours budget = $300 ÷ $20/hour = 15 hours

Protiv will store both:

Labor budget: $300
Hours budget: 15 hours

💡 You can adjust the labor percentage in Protiv at any time. Updating the percentage will update the calculated budgets going forward (and, depending on your settings, potentially recalculate existing jobs).

When only one budget type is provided

Protiv will always attempt to have both an hours and a labor budget:

If you only provide hours (via a custom field or other input):
- Protiv will calculate the labor budget (dollars) using your company’s average wage.
If you only provide labor dollars:
- Protiv will calculate the hours budget using your company’s average wage.

4. Wages and burden handling

Jobber has a way to store labor cost (including burden), but there are some limitations.

How Jobber’s wage field works

Jobber allows you to enter a labor cost wage, which can include:
- Base hourly pay
- Plus burden (payroll taxes, workers comp, benefits, etc.)
However:
- Many companies don’t use this field consistently.
- If you change this wage in Jobber, it does not retroactively update past time entries.
- This makes it difficult to get accurate historical wage trends directly from Jobber.

Option A: You manage wages in Jobber

If you consistently use Jobber’s wage field, Protiv will:

Import that wage value.
Let you configure a burden percentage in Protiv.
Use the burden percentage to determine the base wage (the worker’s core pay without burden).

Why base wage matters in Protiv:

Protiv uses base wage to show workers:
- How performance-based bonuses increase their effective hourly earnings.
- Whether they are ahead or behind versus budget in a way that feels real to them.

Option B: You do not manage wages in Jobber

If you do not manage wages in Jobber (or do so inconsistently):

Protiv will allow you to enter and manage wages directly in Protiv.
Any wage you set in Protiv can be used to:
- Calculate job costs
- Backfill historical data so your past jobs have estimated labor costs

⚠️ Note on backfilling
When Protiv backfills wages into past jobs, the wage may not perfectly match what workers earned at that time (since real-world wages may have changed).
It won’t be perfect historically, but it will typically be more accurate and useful than having no wage data at all.

5. Managers and crew leads

Jobber does not natively define a “job manager” field, but it does let you assign users to jobs. Protiv extends this so you can work with managers and crew leads.

Managers

In Protiv, you can define which Jobber users are managers.

You’ll choose which Jobber users should be treated as managers in Protiv.
When any of those managers is assigned to a job in Jobber, Protiv will:
- Automatically mark them as the manager for that job.

ℹ️ Assumption: One manager per job
Because Jobber allows anyone to be assigned to any job, Protiv assumes you will effectively assign only one manager per job to keep reporting and planning clean.

Crew leads

Protiv also introduces the concept of crew leads:

Crew leads are the workers who physically lead the job in the field and guide the team doing the work.
Some companies have multi-person teams; others might have a single worker who is both the crew and the lead.
In Protiv, you can mark certain workers as crew leads.

Protiv uses crew leads to:

Power filters and insights (e.g., performance by crew lead)
Help you identify top-performing leaders in the field
Tie certain performance-based features and metrics specifically to crew leads

6. Completing setup and enabling performance-based bonuses

Once you have:

Connected Jobber to Protiv
Configured labor budgets (custom field or revenue percentage)
Set up wages and burden (via Jobber or directly in Protiv)
Defined your managers and crew leads

…your account is ready to be used for performance-based bonuses.

From there, you can:

Create and configure ProPay or similar performance-based pay models
Track job performance vs. budget in real time
Show workers how their performance impacts their pay
Analyze your labor efficiency and profitability across jobs, managers, and crew leads

7. Limitations & important notes

One-way sync:
- Data flows from Jobber → Protiv only. Protiv does not update Jobber.
Historical wage accuracy:
- When Protiv backfills wages, historical data may be approximate if wages have changed over time.
Managers per job:
- Protiv assumes one manager per job. If multiple managers are assigned in Jobber, you may need internal rules for which one is considered the primary manager.
Custom fields required for budget import:
- If you want to send budgets directly from Jobber, you must maintain a clean custom field for hours or labor dollars.