> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getmailr.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Mailr is a direct-mail marketing platform for US home-services contractors. Each postcard is personalized with an AI-enhanced image of the recipient's own home and a unique QR code that leads to a personalized landing page. Campaigns can target a neighborhood the customer draws on a map, the homes around past jobs they upload or import, or fire automatically from their CRM. Mailr does not mail an uploaded recipient list. When answering questions, prefer the exact steps and UI labels from these docs, and direct users to app.getmailr.com to sign in. For anything involving account-specific data, billing disputes, or mail that appears lost, direct the user to support@getmailr.com.

# JobTread

> Connect JobTread to Mailr to trigger postcards from jobs and customer orders, and book revenue when a customer order is approved.

Connecting JobTread lets your jobs start postcard campaigns around the job's location, and credits the money back to the campaign that earned it. Postcard leads flow the other way into JobTread as new accounts, contacts and jobs.

## What you get

* **Triggers** — four JobTread events can start a campaign: **Job created**, **Job completed (closed)**, **Customer order approved (sold)**, and **Contact created**. You choose the event on each [automation](/campaigns/automations).
* **Revenue tracking** — revenue books when a **customer order is approved**, which is the sold moment, using the order's price with tax. Job completion never books revenue.
* **Lead delivery** — when someone scans your postcard and fills in the landing page, Mailr creates an account, contact, location and job in JobTread. Email and phone go into the custom fields you mapped, "Mailr" into your mapped lead-source field, and extra answers into an internal job comment. If a field isn't mapped, Mailr says so rather than dropping the value.

## Connect JobTread

<Steps>
  <Step title="In Mailr, open Automations">
    Go to **Campaigns → Automations** in [the Mailr app](https://app.getmailr.com) and find **JobTread** under **CRM Connection**. Clicking a tile only opens its panel — nothing starts connecting until you press the Connect button inside. Only the workspace owner can connect a CRM.
  </Step>

  <Step title="Create a grant key in JobTread">
    In JobTread, create a grant key at **app.jobtread.com/grants**. Mailr's dialog carries this heads-up: *"**Heads up:** a grant key is shown only once when you create it, and expires after \~3 months of inactivity. Once connected, our hourly sync keeps it alive automatically."* Copy the key before you close the screen.
  </Step>

  <Step title="Paste the key in Mailr">
    Press **Connect JobTread** and paste the grant key. If your key reaches more than one JobTread organization, an **Organization** picker appears: *"This grant key can access more than one JobTread organization. Pick the one to connect."* Mailr checks the key, finds your email, phone and lead-source custom fields, and turns on instant sync before saving.
  </Step>

  <Step title="Confirm your custom fields">
    In the wizard's **Leads** step, confirm which custom fields hold **email**, **phone** and **lead source**. JobTread contacts have no built-in email or phone — those live in custom fields that differ from company to company, so this is the one thing to get right.
  </Step>
</Steps>

<Check>The tile switches to **Connected**, and the panel prompts you to *"review setup to confirm which custom fields hold email, phone, and lead source."*</Check>

## How syncing works

**Instant sync is automatic.** Mailr sets up the live connection when you connect and removes it when you disconnect — there's nothing to paste into JobTread.

Job events and customer-order events fire instantly. **Contact created** is the exception: it's **checked hourly**, because JobTread doesn't send that event instantly. Mailr shows this on the automation itself as *"Checked hourly (JobTread doesn't send this event instantly)."*

Automated campaigns use a design you've already approved and are reviewed by Mailr before anything mails.

<Note>
  The first sync starts the clock the moment you connect. Jobs and customer orders that were already approved or closed before you connected will never trigger a campaign. To test, approve a fresh customer order after connecting.
</Note>

## Disconnect or reconnect

Disconnecting shows a confirmation titled **"Disconnect JobTread?"**: *"Lead sync and campaign triggers through this connection will stop, and the stored credentials are deleted. Your settings are kept, so reconnecting later picks up where you left off."*

Mailr removes its own live connection inside JobTread first, then deletes the stored grant key. Your campaign history, leads and results are never deleted, and reconnecting keeps your custom-field mapping and attribution window.

## Notes & limits

* **Grant keys expire after about three months of inactivity.** An active Mailr connection keeps yours alive automatically. If a key does expire, the tile reads **Needs reconnect** — create a new grant key and paste it in.
* **Job addresses come from each job's location** in JobTread, so that's the address Mailr mails around.
* If you import past work to mail older customers, Mailr pulls your closed jobs, or your contacts.
* Leads Mailr delivered into JobTread never trigger campaigns of their own.

Still stuck? See [Troubleshooting connections](/integrations/troubleshooting) or [contact support](/resources/contact-support).