Connect and Disconnect Google, QuickBooks, and Angi

Integrations, under Settings, is where you connect JobWise Pro to Google, QuickBooks Online, and Angi. Each tool has one row, under Connected or Available. Members who can manage settings connect, reconnect, and disconnect. Members who can only view settings see each row's status.

Connect Google

Connect one Google login to power reviews, website analytics, or both.

1. In the Google row under Available, click Connect Google.
   • The Google row appears only when Reviews or Website analytics is switched on.
   • To add a second Google login, click Add another account at the bottom of the Google row.
2. Choose the Google account.
3. Approve access on Google's consent screen.

The Google row moves to Connected, and the account shows a badge for each feature it powers.

Connect QuickBooks

Your organization can hold only one QuickBooks connection at a time.

1. Find the QuickBooks row under Available.
   • The QuickBooks row appears only when QuickBooks is switched on.
2. Click Connect QuickBooks.
3. Approve access on the QuickBooks Online page that opens.

The QuickBooks row moves to Connected and shows which account is connected.

Connect Angi

Angi connects by hand: you send Angi a setup email, and Angi wires up the lead delivery.

1. In the Angi row under Available, click Connect Angi. The Finish Angi Setup dialog opens.
   • The Angi row appears only when Angi leads are switched on for your organization.
2. Enter your Angi company ID. The ID is called SPID on your Angi agreement.
3. Check the address under Leads connect to.
   • The address starts as your account email. To edit it, click Change.
4. Click Open setup email. Your mail app opens a message to crmintegrations@angi.com with your details filled in.
   • Without a company ID, the button moves focus to the Angi company ID field.
   • To copy the message text instead, click Copy email.
5. Send the message from your mail app.

The Angi row shows Setup incomplete and a Finish setup button until the first lead arrives. After that, the button reads Setup details.

Add a feature to a Google account

Use this when a connected Google account is missing a feature on its line.

1. Find the account line in the Google row.
2. Click the plus chip for the missing feature, such as Website analytics.
3. Approve access on Google's consent screen.

After you approve access, the feature's badge appears on that account line.

Reconnect a connection

Use this when a row shows Needs attention.

1. Find the Google or QuickBooks row that shows Needs attention.
2. Click Reconnect.
   • For Google, the button sits on the account line.
   • For QuickBooks, the button sits in the QuickBooks row.
3. Approve access on the page that opens.

The Needs attention badge leaves the row once the connection is active again.

Disconnect a connection

Disconnecting stops a connection's updates. What has already synced stays for QuickBooks and Google.

1. Open the options menu for the connection.
   • For Google, the menu sits on the account line.
   • For QuickBooks, the menu sits in the QuickBooks row.
   • For Angi, the menu sits in the Angi row.
2. Click Disconnect.
3. Confirm the disconnect with Disconnect in the dialog.

A QuickBooks or Angi row moves to Available. The Google row moves to Available once no Google account remains.

What each connection powers

• Reviews (Google): lists your locations, reads their reviews, and posts the replies you write. Google's permission covers your whole Business Profile, so its wording sounds broader than what JobWise Pro does.
• Website analytics (Google): shows where your website visitors come from. It also reads Business Profile performance metrics, such as impressions, calls, and direction requests.
• Disconnecting a Google account stops the features it powers. What has already synced stays but stops updating. If Reviews is one of them, its locations stop syncing, and you can delete their stored reviews in Reviews settings.
• QuickBooks: keeps customers, invoices, payments, and expenses up to date from QuickBooks Online.
• Disconnecting QuickBooks stops customers, invoices, and payments from syncing until you reconnect.
• Angi: each new lead lands in your pipeline automatically. Leads are covered in Introduction to Leads.
• Disconnecting Angi stops new leads right away. Angi can keep sending leads until its team turns the connection off, and those leads are rejected.
• After you disconnect Angi, connecting it again creates a new webhook URL and key, and the setup dialog opens again.