Jobber Integration
Turn Every Approved Jobber Quote Into a Signed Agreement
Jobber handles the quote. Field Onboard handles the agreement. The moment your customer approves a quote in Jobber, a branded service agreement is automatically sent for e-signature — no manual steps, no delays.
How It Works
Everything Happens Automatically After Quote Approval
Live Quote Approval Detection
Jobber notifies Field Onboard the instant a quote is approved. Your agreement fires within seconds — not hours, not days.
Template Matching by Job Type
Automation rules map the right agreement to each Jobber job type — window cleaning, lawn care, pressure washing, or anything else you service.
Branded Agreement Delivery
Clients get a professional agreement with your logo, your terms, and a simple signing link straight to their inbox.
Legally Binding E-Signatures
Compliant with ESIGN and UETA — the same legal weight as a handwritten signature. Timestamped and court-admissible.
Signed PDFs Stored Automatically
Once signed, the PDF is saved in Field Onboard and downloadable any time — for you and your client.
Agreement Status Tracking
See pending, signed, and expired agreements for all Jobber jobs from one dashboard. Nothing falls through the cracks.
The Workflow
From Approved Jobber Quote To Signed Agreement — Automatically
- 1Customer Approves Quote In Jobber
Your customer reviews and approves a quote directly in Jobber. Field Onboard detects this in real time via webhook.
- 2Field Onboard Selects The Right Template
Your automation rules match the job type to the correct agreement template — no manual intervention needed.
- 3Branded Agreement Is Sent
The client receives a professional agreement with your logo and a simple signing link, straight to their inbox.
- 4Client Reviews And Signs
They consent to sign electronically, review the document, and add their signature — typically in under 2 minutes.
- 5Signed PDF Is Stored
Both you and the client get a copy. The signed agreement is logged in Field Onboard and downloadable any time.
What You Get
- Works With Jobber Webhooks Natively
- Agreements Sent Within Seconds
- One-Time Setup, Runs On Autopilot
- Supports One-Off And Recurring Jobs
- Branded Templates Per Job Type
The Result
You Close the Job. Field Onboard Closes the Agreement.
Every Jobber quote approval triggers a signed agreement — automatically, professionally, and legally binding.
Business Impact
What Changes When You Connect Jobber
Faster First Impression
Clients receive agreements within seconds of approving a quote — while the decision is still fresh.
Higher Close Rate
Immediate delivery means fewer drop-offs between quote approval and signed commitment.
Zero Admin Overhead
No manual follow-up, no chasing signatures. Your team focuses on the work.
Full Legal Coverage
Every job starts with a signed, timestamped agreement on file — ready if you ever need it.
Connect Jobber in Minutes
Set up Field Onboard, connect your Jobber account, and send your first automated agreement today.