FreeAgent into Jobber
Records start in FreeAgent and arrive in Jobber ready for the work, so nobody types them twice.
- New records in FreeAgent appear in Jobber
- Changes in FreeAgent keep Jobber current
- What your team does in Jobber stays in Jobber
CRM Connector Platform
Invoiced in FreeAgent, ready in Jobber
Keep the books in FreeAgent and let Jobber follow. Contacts, invoices and estimates flow into Jobber, an invoice paid in FreeAgent is marked received, and an accepted estimate can become a job.
- Official sign in for both
- Jobber stays the system of record
- 7 day free trial
One way, into Jobber
- Clients
- Invoices
- Estimates into quotes
- Accepted estimates into jobs
At a glance. Clients, invoices and estimates arrive in Jobber. An accepted estimate can become a job.
Direction
One way, into Jobber
FreeAgent sends and Jobber receives, for every record type. You decide what travels and when.
Fine tune it:Only invoices and estimates from a date you pickOnly sent or paid invoicesEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type. On the left, which field matches which and when it travels; on the right, what each change in FreeAgent does in Jobber.
One way, from FreeAgent into Jobber
Fields- NameOn every changeName
- OrganisationOn every changeCompany
- AddressOn every changeBilling address
- EmailWhen createdEmail
- PhoneWhen createdPhone
It happens in FreeAgent, then in Jobber
A new contact
Looked for in Jobber on email, then phone, and created only when nothing matches.
Email or phone changes later
Not carried after the client is created.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Watch the records move.
Connections
CRM
Step 1 of 7
Both connections are checked
Credentials for FreeAgent and Jobber are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Changes in both systems
When a record also changes in Jobber
- FreeAgent leads for what it sends: when a record changes there, the fields this integration carries follow in Jobber on the next sync.
- A carried field edited in Jobber keeps that edit until the same record changes again in FreeAgent.
- Everything else your team adds in Jobber, such as visits, notes and photos, is never touched. Jobber is where the work lives, so nothing is written back into FreeAgent.
- Nothing is ever deleted, and a sync never moves a record backwards: a settled invoice or a closed job is not reopened.
Good to know
What is particular to this pair
What holds for FreeAgent or Jobber on its own is on its own page.
- Draft quotes only
- An estimate arrives in Jobber as a draft quote and stays a draft until your office sends it there.
FAQ
Questions about FreeAgent and Jobber?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts, invoices and estimates. An invoice paid in FreeAgent is marked received, an estimate arrives as a draft quote, and an approved estimate can become a Jobber job.
No. Only an approved one does, and only from the start date you choose. An open or rejected estimate never becomes a job.
No. Jobber only receives, so what your team does there stays there.
No. Before anything is created in Jobber, the platform looks for the same record there first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
Yes. Tell us through the request form what should arrive in Jobber and when. We answer every request within one working day.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Missing a system or a rule?
Tell us what should come into Jobber next
Another tool your business runs on, a filter you need, or a stage rule that would save your office a step? Tell us what should arrive in Jobber and when. We answer every request within one working day, and the most requested ones are built first.
Ready to connect FreeAgent and Jobber?Start your 7 day free trial
Sign in to FreeAgent and Jobber, confirm what flows into Jobber, and watch the first sync run.