Request and record a deposit on a Jobber quote before scheduling a large commercial soft-washing job

domain: getjobber.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate via OAuth 2.0 through the Jobber Developer Center.
  2. Query the Quote for the commercial soft-washing job, including its amounts and depositRecords fields, to see current deposit status.
  3. Use a GraphQL mutation to request or record a deposit against the Quote.
  4. Query depositRecords (and unallocatedDepositRecords) again to confirm the deposit was captured before converting the quote to a job.
  5. Once approved, query the Quote's jobs connection to confirm the resulting Job was created and linked.

Known gotchas

Related routes

Create a new Workiz job when a same-day soft-washing/pressure-washing lead comes in
workiz.com · 5 steps · unrated
Attach before/after job-site photos to a completed pressure-washing visit's job record in Jobber
getjobber.com · 5 steps · unrated

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