Field service integration
Dear CFO for Jobber
Requests, quotes, jobs, invoices and payments from Jobber, next to your books, so you can see which work pays and how fast it gets paid.
Read-only. Dear CFO never writes to your Jobber account.
Jobber
What you can do
What Jobber data does inside Dear CFO
Request to paid, measured
Requests, quotes, jobs, invoices and payments in one chain, so conversion and days to payment are numbers you track weekly.
Which jobs actually pay
Job revenue beside your costs in accounting shows which kinds of work earn their keep.
Cash you can plan around
Payments and payouts show when money actually lands, so the cash forecast starts from reality.
What syncs
What Dear CFO reads from Jobber
- Requests
- Jobs
- Invoices
- Quotes
- Payments
- Payouts
Records deleted in Jobber are marked rather than silently removed, so history stays explainable.
In full, Dear CFO copies requests, quotes, jobs, invoices, payment records and payouts, including client names, company names, contact names, email addresses, phone numbers and property addresses. How it is stored and protected is in our privacy policy.
How to connect
Set up in a few minutes
- 1In Dear CFO, open Integrations and click Connect on Jobber.
- 2Sign in to Jobber as an account admin and approve read-only access.
- 3The first sync loads your account. After that it keeps itself current.
- Connection
- Sign in with Jobber (account admin)
- Access
- Read-only
- Sync
- Daily by default. You can sync more often, up to hourly, from the integration page.
- Accounts
- One Jobber account per company
- Where it shows up
- Every table becomes a dataset you can use in reports, metrics, dashboards and the AI analyst, next to your accounting.
Questions
Jobber and Dear CFO
Who needs to connect it?
A Jobber account admin, since Jobber only lets admins approve connected apps.
Can Dear CFO change anything in Jobber?
No. Every permission it requests is read-only.
What happens to records deleted in Jobber?
They are marked as deleted rather than removed, so last month’s figures do not change without explanation.
Works well with
Connect the rest of the stack
What you can do with it
Connect Jobber and see it against your own numbers.
Create a login and connect in minutes, or book a call and we will walk through it with your business in mind.