Connecting Jobber to CrewSyncer: the setup guide

Setting up CrewSyncer takes about two minutes. Here's exactly what happens, so there are no surprises — especially around the one step that trips people up: the Jobber authorization.

Step 1 — Connect Jobber (admin only)

CrewSyncer reads your schedule through Jobber's official API, so you authorize it once via Jobber's secure OAuth screen.

Important: Jobber only lets a company admin or account owner authorize an app. If the person signing up for CrewSyncer isn't a Jobber admin, that's fine — CrewSyncer gives you a link to forward to whoever is. The admin clicks it, approves read-only access, and you're connected. CrewSyncer can never change anything in your Jobber account.

One connection, by an admin, grants read-only access. After that, your whole office team uses CrewSyncer — no shared Jobber logins.

Step 2 — Pick your crews

CrewSyncer pulls your team from Jobber. You tell it which people or crews are the ones you actually schedule jobs to (it can smart-detect crew leads by name, e.g. a "Lead -" prefix, or you pick them manually). Those become the rows of your availability calendar.

Step 3 — Set daily capacity

This is the setting that makes the calendar match how you operate:

• One big job per crew per day? Set capacity to 1 — the calendar reads simple free/booked, green or red.
• Solo techs doing several stops a day? Set capacity to 3, 4, 5 — the calendar shows assigned / capacity, shading green → amber → red as the day fills.

(Not sure what to use? The crew capacity calculator helps you sanity-check the number.)

Step 4 — See your availability

That's it. CrewSyncer builds a live, one-screen view of who's open by day, week, or month — pulled straight from Jobber and kept in sync. Now when a customer calls, you can see who's free before you promise a date.

For the bigger picture, start with how to see crew availability in Jobber.

Want a hand setting it up? Book a quick demo and we'll walk through it on your own account.