How to manage contracts in Jobber

Discover how Jobber contract management works, and how an integration with Juro can eliminate repetitive contract admin for your business.

What is Jobber?

Jobber is a field service management software designed to help small and medium-sized service businesses manage their operations more efficiently. It offers a range of features aimed at simplifying various aspects of running a service business, including:

1. Scheduling and dispatching: Jobber allows businesses to schedule jobs, assign them to team members, and dispatch work orders to the field. This helps ensure that the right person is at the right place at the right time.
2. Client management: The software includes tools for managing client information, tracking interactions, and maintaining customer histories. This can help improve customer relationships and service quality.
3. Quoting and invoicing: Jobber provides tools for creating and sending quotes, estimates, and invoices. It streamlines the billing process and helps businesses get paid faster.
4. Time tracking: Employees can clock in and out, and their work hours can be tracked directly within the software. This feature simplifies payroll processing and job costing.
5. Payment processing: The software integrates with various payment processors, which allows businesses to accept payments quickly and easily online. This convenience can improve cash flow and reduce administrative work.

But can Jobber also be used to manage contracts associated with jobs? Let’s find out.

Can you manage contracts in Jobber?

Jobber itself doesn’t offer the functionality needed to manage contracts. However, you can use Zapier to connect Jobber with Juro, a contract management platform. This integration allows you to automate contract-related tasks without leaving Jobber, which saves you time and reduces the risk of costly errors.

Let’s explore this workflow, and what’s possible, now. 

How to manage contracts in Jobber

When you integrate Juro’s intelligent contract automation software with Jobber via Zapier, you can achieve the following automations. 

1. Automatically create a new job in Jobber when a contract progresses in Juro

When a contract in Juro reaches a certain stage, a new job can be automatically created in Jobber, based on the information in that contract. This workflow ensures that as soon as a contract is ready for execution, Jobber is updated to reflect the new job and move things along quickly.

For example, when a contract is signed in Juro, this trigger can automatically create a corresponding job in Jobber, syncing key details like client information, job description, and start date. This eliminates the need for manual data entry, ensuring accuracy and saving time.

2. Automatically create a quote in Jobber when a contract progresses in Juro

You can also set up the integration so that, when a contract in Juro progresses to a stage that indicates a quote is needed, a new quote is automatically generated in Jobber.

This ensures that the client receives a timely and accurate quote based on the terms agreed upon in the contract. For example, if a contract in Juro is approved, this can trigger the creation of a quote in Jobber with the necessary details, ready to be sent to the client.

You can also set up the triggers so that a new client is created in Jobber when a contract is signed, for example.

3. Automatically create a contract in Juro when a new client is created in Jobber

If you wan’t to reverse this order and create contracts after creating a new client in Jobber, this next workflow is for you. 

When a new client is added to Jobber, this workflow can automatically generate a contract in Juro. This ensures that every new client has the appropriate contract ready without any delay.

For example, you can set up the integration so that a contract is initiated in Juro when a new client is added in Jobber. This contract can be pre-populated with the client's information and any standard terms, pulling this data from the client’s Jobber profile. 

This not only speeds up the onboarding process but also ensures consistency in client documentation.

4. Automatically create a contract in Juro when a quote is sent out in Jobber

If you prefer to initiate a contract after a quote has been sent, you can do that, too. 

The workflow shown below links the quoting process in Jobber with contract creation in Juro. When a quote is sent to a client from Jobber, a corresponding contract can be automatically created in Juro. 

This ensures that the client can quickly move from receiving a quote to reviewing and signing a contract. 

For example, once a quote is sent out in Jobber, this trigger can generate a draft contract in Juro with the quote details included, ready for the client's approval and signature.

How to set up the integration

Setting up the Jobber and Juro integration via Zapier involves the following steps:

1. Sign up for Zapier: Create an account on Zapier if you haven't already.
2. Connect Jobber and Juro: In the Zapier dashboard, connect your Jobber and Juro accounts.
3. Create a Zap: Start a new Zap and select a trigger from Jobber (e.g., "New Client Created").
4. Set the Action: Choose an action in Juro (e.g., "Create Contract") that will follow the trigger.
5. Customize the Workflow: Map the necessary fields between Jobber and Juro to ensure data flows correctly.
6. Test the Zap: Run a test to ensure the integration works as expected.
7. Activate the Zap: Once tested, activate your Zap to start automating the workflow.

By implementing these automated workflows, you can streamline your contract management process, unlocking a wealth of benefits for your business. Let’s explore these now.

Benefits of Jobber contract management (with Juro)

Increased efficiency

Integrating Jobber with Juro through Zapier automates several manual processes, saving time and reducing administrative workload. Tasks such as creating jobs, generating quotes, and drafting contracts can be done automatically, allowing staff to focus on more strategic activities. This efficiency boost is crucial for home service businesses that manage a high volume of clients and jobs daily.

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Enhanced accuracy

Automation minimizes the risk of errors that can occur with manual data entry. By automatically transferring data between Jobber and Juro, the integration ensures that information is consistently accurate and up-to-date. This reduces the likelihood of discrepancies and misunderstandings, leading to smoother operations and better client relationships.

Faster turnaround times

Automating the contract and job creation processes speeds up the entire workflow. When a contract progresses in Juro, a corresponding job or quote is instantly created in Jobber. This rapid response capability means clients receive quicker service, which can enhance customer satisfaction and loyalty.

Improved consistency

Standardizing workflows through automation ensures that every client interaction follows a consistent process. From creating contracts to sending quotes, the integration enforces uniformity, which is essential for maintaining professionalism and compliance. This consistency helps in building trust and reliability with clients.

Scalability

As your business grows, the volume of contracts, quotes, and jobs will increase. The integration between Jobber and Juro scales with your business, handling increased data volumes without additional manual effort. This scalability ensures that your business can expand without being bogged down by repetitive contract admin work.

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Better client experience

With automated workflows, clients receive timely and accurate documents, improving their overall experience. Quick responses to contract progressions and job completions demonstrate professionalism and efficiency, fostering stronger client relationships and higher satisfaction rates.

Find out more

Juro powers 1 million+ contracts for the world’s fastest-growing businesses, and you can join them. To find out more about Juro's rich feature set and seamless integrations with 5000+ tools (including Jobber), fill in the form below to book your personalized demo.