1.Monitor new quote approved
Integrate Jobber, CRM syncing, and estimate tracking to trigger updates when a quote approval event happens.
Update quotes report row when client approves a quote
Automatically monitor new quote approvals across Jobber. Update report rows and timestamps in Microsoft Excel when quotes are approvedβso you can confirm approval status, refresh client totals, and keep billing visibility without manual spreadsheet updates.
How this automation keeps billing visibility aligned
When new quote approvals come in, delays can block billing and scheduling. This automation watches Jobber for New Quote Approved, then finds the matching row in Microsoft Excel and updates approval status and key fieldsβso your team can act on approvals the same day.
Jobberor swap with your favorite app
2.Find matching workbook row
Integrate Microsoft Excel, lookup tools, and reporting sheets to locate the row by quote reference and map source fields.
Microsoft Excelor swap with your favorite app
3.Update row with approval details
Integrate Microsoft Excel and spreadsheet automation to set approval timestamp, approval flag, and approved totals in the master row.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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