Switching from Jobber

Switch from Jobber without losing the week.

Most teams keep Jobber running while they import data, invite the crew, and complete one real job in Jomioz. Cut over only when you’re confident — not on a Friday afternoon guess.

Jobber is a trademark of its respective owner. Jomioz is not affiliated with Jobber. Export tools and field names on Jobber’s side can change — confirm current export options in your Jobber account.

Cutover checklist

How teams typically move from Jobber

  1. 01

    Export what you need from Jobber

    Pull customers, open estimates/jobs, and any price-book lines you want to reuse. Prefer CSV or spreadsheet exports your office already knows how to open.

  2. 02

    Map fields with a test import

    We map customer names, phones, emails, addresses, and open work. Run a small test import first so labels and duplicates are clean before the full load.

  3. 03

    Invite office + field

    Add seats for the people who schedule, invoice, and work jobs. Clock-in, photos, and notes are built for phones — including weaker signal days.

  4. 04

    Run one real job end-to-end

    Estimate → approval → deposit (if you use Growth) → schedule → invoice. Keep Jobber live until that job feels normal.

  5. 05

    Cut over and archive

    Point new work to Jomioz. Keep Jobber read-only for history if you need it, then cancel when your books are settled.

Data

What we import by CSV

  • Customers — name, phones, emails, billing and service addresses
  • Open estimates and jobs — titles, notes, and status where available
  • Line items / price book — when you can export clean rows
  • Tags or simple properties you want to keep for filtering

We don’t need a perfect historical archive on day one. Prioritize active customers and open work so the first week runs smoothly.

Timing

A realistic week

  • Day 1–2

    Export from Jobber, test import, fix obvious duplicates.

  • Day 3–4

    Invite the crew, connect payments if ready, load your price book.

  • Day 5–7

    Run one live job. Compare the Friday invoice habit to Jobber before you cancel.

Help

Migration help for switching teams

We’ll map fields with you on a short call and stay available through the first real job.

After you switch — leave a review

A G2 or Capterra review that mentions you moved from Jobber helps the next crew find us in search and AI answers.

We’ll send review links
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