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

# Moraware

> Connect Moraware JobTracker to add call notes to Jobs and pull Jobs and their scheduled activities.

Sales Ask adds the call summary to the matched Job's Notes, and pulls Jobs and the activities scheduled on them.

## What Sales Ask uses in Moraware

| Object | How Sales Ask uses it |
| - | - |
| Jobs | Reads each rep's active Jobs in every process to match calls and sync status |
| Job addresses | Reads the contact name, email, phone, and address on each Job as the client |
| Accounts | Shows the Job's account, such as the retailer or builder who brought it, as the client's company |
| Activities | Reads the activities assigned to each rep as their appointments |
| Job Notes | Adds the call summary to the bottom of the Job's Notes |
| Salespeople and assignees | Matches reps to the salesperson on their Jobs and the assignee on their activities |
| Processes | Reads your processes so you can map each one to open, won, or lost |

## What you need

* Your **database name**, the part before `.moraware.net` in the address you log in at. For `https://acme.moraware.net`, it's `acme`.
* The **username** and **password** of a Moraware user Sales Ask connects as.

The user must be a Moraware Admin, or have a role with the **Execute API Requests** right. We recommend creating a dedicated user, such as `SalesAskAPI`, so you can see which changes Sales Ask made.

## Connect in Sales Ask

1. Go to **Settings → Integrations** and search for **Moraware**.
2. Enter the database name, username, and password. Sales Ask logs in to Moraware when you save, so a wrong database, username, or password shows an error straight away.
3. Optionally, fill in **Appointment activity types** and **Time zone** (see below).
4. Choose a [matching method](https://docs.salesask.com/integrations/overview.md#matching-method) and click **Save**.
5. Map each process to open, won, or lost, so deals update as Jobs move through your workflow. For example, map `Lead (Active)` to open, `Lead (Complete)` to lost, and `Job (Active)` and `Job (Complete)` to won.

Sales Ask keeps the password to itself after you save it. To change it, type a new one. To keep it, leave the field blank.

## How reps are matched

Sales Ask matches each rep by name to two Moraware records:

* **The salesperson** on their Jobs, which decides whose Jobs they see.
* **The assignee** on their activities, which decides which activities are their appointments.

A name matches when it has the same words as the rep's Sales Ask name, or contains it. For example, `Sam Ortiz - North` matches the rep Sam Ortiz. A rep known by a first name alone matches the one salesperson with that first name.

If a rep's name in Moraware is different from their name in Sales Ask, email [support@salesask.com](mailto:support@salesask.com) and we'll link them to the right records.

## Which activities are appointments

A rep's appointments are the activities in the next 7 days that are assigned to them on their active Jobs. Canceled activities are left out.

If your reps are also assigned office tasks, such as calls or follow-ups, list the activity types that are visits under **Appointment activity types**, separated by commas. For example, enter `Consultation` to count consultations alone. Leave it empty to count every activity assigned to the rep.

Moraware stores times without a time zone. Sales Ask reads them in the rep's time zone, then in the **Time zone** set on the integration, such as `America/Denver`, then in Eastern time.

## Clients and deals

Each Job is its own client and deal in Sales Ask. The client is the contact named on the Job's address, usually the homeowner, with the Job's account as their company.

A Job's status is its process and whether it's active or complete, such as `Lead (Active)` or `Job (Complete)`. A Job keeps its number when it moves from Lead to Job, so the client and deal follow it from lead to install.

When a rep views all Jobs instead of their own, they see the newest active Jobs.

## Where notes appear

Sales Ask adds the call summary to the bottom of the matched Job's **Notes**, under a line with the date, for example `----- Sales Ask, 2026-10-26 -----`. The Notes already on the Job stay as they are above it.


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