ManagedCRM.org

Integration

ManagedCRM.org + Jobber Integration

Jobber is strong for quoting, scheduling, and invoicing, but doesn't include marketing automation — without a sync, quotes go unfollowed and completed jobs never trigger a review or referral request.

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What syncs in real time

How setup works

  1. 1Discovery call to map your current Jobber setup and quoting workflow
  2. 2Connection established via Jobber's API
  3. 3Follow-up and review automation mapped to quote and job-completion events
  4. 4End-to-end testing before go-live

Commonly used by

Roofing →Electrical →Pest Control →

Jobber is widely used by roofing, electrical, and pest control businesses for quoting, scheduling, and invoicing — strong on the operational side, but without any built-in marketing automation for the leads and customers passing through it.

What syncs in real time

Client records, quotes, and job status sync continuously between Jobber and your managed CRM, so a sent quote or a completed job can trigger the right automated follow-up without anyone manually tracking it.

The problem this solves

Without this integration, following up on outstanding quotes or requesting reviews and referrals after a completed job depends on someone remembering to do it manually — which is exactly the kind of task that slips during a busy season. Real-time sync makes it automatic.

Frequently asked questions

Can it follow up on quotes automatically?

Yes — when a quote is sent in Jobber, that can trigger an automated follow-up sequence in the CRM, so quotes don't go cold from lack of follow-up.

Does it work for referral-heavy businesses like roofing?

Yes — referral request automation is commonly used with this integration, triggered after job completion, since referrals are a major lead source for roofing and similar trades.

Do I need to change my Jobber workflow?

No — your team continues using Jobber as usual for quoting, scheduling, and invoicing. The sync runs in the background.