Understanding Quote Data

Understanding Quote Data

To help you understand the Quote information available through Adhesion Connect for Jobber we've put together the following outline. Each data component includes the field type and a description below it to help you understand how to best use the information in your integrations and automations.

Quote

Quotes are cost estimates for work which Service Providers send to their clients before any work is done.

Fields

amounts

Description: All amounts related to the quote.

  1. deposit

Field Type: decimal
Description: The deposit amount.

  1. discount

Field Type: decimal
Description: The discount amount.

  1. non_tax

Field Type: decimal
Description: The non-tax amount including the line items which are exempted from the tax.

  1. outstanding_deposit

Field Type: decimal
Description: The remaining balance of the quote deposit yet to be collected.

  1. subtotal

Field Type: decimal
Description: The subtotal including line item costs but excluding tax amounts.

  1. tax

Field Type: decimal
Description: The tax amount.

  1. total

Field Type: decimal
Description: The total cost of the quote, including line item costs and tax amounts.

client

Description: The client the quote was made for.

  1. id

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The unique identifier from Jobber for the Client.

  1. name

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The primary name of the client.

  1. first_name

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The first name of the client.

  1. last_name

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The last name of the client.

  1. emails

Description: The email addresses belonging to the Client.

  1. address

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The email address as stored.

  1. primary

Field Type: string (text, numbers, and/or special characters stored as text)
Description: Identifies if the email address is the primary email address.

  1. phones

Description: The list of phone numbers of the Client.
  1. number
Field Type: string (text, numbers, and/or special characters stored as text)
Description: The phone number as it is stored in Jobber.
  1. id
Field Type: string (text, numbers, and/or special characters stored as text)
Description: The unique identifier from Jobber for the number.

client_hub

Description: Client Hub details for the Quote.

  1. url

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The URL of the quote in Client Hub.

  1. viewed_at

Field Type: date (date & time in ISO8601)
Description: The Date & Time the quote was viewed in the Client Hub.

created_at

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The Date & Time the quote was created.

custom_fields

Field Type: multiple
Description: Your custom fields represented as key:value pairs.
Example: 

{
"custom field label 1": "custom field value 1",
"custom field label 2": "custom field value 2"
}

id

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The unique id from Jobber for this Quote.

jobber_url

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The URL for the Quote record in Jobber Online.

line_items

Description: The line items associated with the Quote.

  1. created_at

Field Type: date (date & time in ISO8601)
Description: The Date & Time the line item was created.

  1. updated_at

Field Type: date (date & time in ISO8601)
Description: The Date & Time the line item was last updated.

  1. category

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The category of the line item.

  1. description

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The description of the line item.

  1. id

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The unique id from Jobber for the line item.

  1. markup

Field Type: decimal
Description: The markup of the line item.

  1. name

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The name of the line item.

  1. optional

Field Type: boolean (true/false)
Description: Identifies if the line item is optional.

  1. quantity

Field Type: decimal
Description: The quantity of the line item.
Field Type: boolean (true/false)
Description: When the line item is optional, this identifies if the line item is recommended or it has been selected to be included by the client.

  1. taxable

Field Type: boolean (true/false)
Description: Identifies if the line item is taxable.

  1. text_only

Field Type: boolean (true/false)
Description: Identifies if the line item is text only. (Doesn't include quantity and price information.)

  1. unit_cost

Field Type: decimal
Description: The unit cost of the line item.

  1. unit_price

Field Type: decimal
Description: The unit price of the line item.

  1. total_cost

Field Type: decimal
Description: The total cost of the line item.

  1. total_price

Field Type: decimal
Description: The total price of the line item.

message

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The message on the Quote to the Client.

property

Description: The Property the Quote was made for.

  1. id

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The unique identifier from Jobber for the Property.

  1. address

Description: The address of the Property.

  1. street

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The street portion of the address.

  1. street_1

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The first line of the street address.

  1. street_2

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The second line of the street address.

  1. city

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The city of the address.

  1. province_state

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The province/state of the address.

  1. postal_code

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The postal code of the address.

  1. country

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The country of the address.

number

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The non-unique number assigned to the Quote by a Service Provider.

status

Field Type: select (draft, awaiting response, archived, approved, converted, changes requested)
Description: The current status of the Quote.

request

Description: The Request associated with the Quote.

  1. id

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The unique identifier from Jobber for the Request.

  1. status

Field Type: select (new, completed, converted, archived, upcoming, overdue, unscheduled, assessment completed, today)
Description: The current status of the Request.

  1. title

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The title of the Request.

title

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The title of the Quote.

transitioned_at

Field Type: date (date & time in ISO8601)
Description: The Date & Time the Quote was transitioned to it's current status.

approved_at

Field Type: date (date & time in ISO8601)
Description: The Date & Time the Quote was last approved.

changes_requested_at

Field Type: date (date & time in ISO8601)
Description: The Date & Time the Quote was last requested for changes.

converted_at

Field Type: date (date & time in ISO8601)
Description: The Date & Time the Quote was last converted.

updated_at

Field Type: date (date & time in ISO8601)
Description: The Date & Time the Quote was last updated.

event_type

Field Type: string (text, numbers, and/or special characters stored as text)
Description: The Jobber event that happened (Quote Create/Quote Update/Quote Approved/Quote Sent).

    • Related Articles

    • Understanding Payment Data

      To help you understand the Payment information available through Adhesion Connect for Jobber we've put together the following outline. Each data component includes the field type and a description below it to help you understand how to best use the ...

    • Understanding Job Data

      To help you understand the Job information available through Adhesion Connect for Jobber we've put together the following outline. Each data component includes the field type and a description below it to help you understand how to best use the ...

    • Understanding Product & Service Data

      To help you understand the Product and Service information available through Adhesion Connect for Jobber we've put together the following outline. Each data component includes the field type and a description below it to help you understand how to ...

    • Understanding Property Data

      To help you understand the Product and Service information available through Adhesion Connect for Jobber we've put together the following outline. Each data component includes the field type and a description below it to help you understand how to ...

    • Understanding Expense Data

      To help you understand the Expense information available through Adhesion Connect for Jobber we've put together the following outline. Each data component includes the field type and a description below it to help you understand how to best use the ...