Before you export anything: decide what is worth moving
Most shops move too much. Years of one-time leads, duplicate clients and items you stopped selling make the new system messy on day one. Sort your data into three piles before you touch an export button:
| Pile | What goes in it | What to do |
|---|---|---|
| Must move | Active clients and properties, your products and services, open quotes, unpaid invoices, upcoming visits | Export, clean, import |
| Keep for reference | Paid invoices, finished jobs, old quotes, timesheets | Export to CSV and store it; import only what you will look up |
| Leave behind | Duplicate clients, dead leads, retired items | Clean up in Jobber before exporting, or skip |
Example: a shop with 2,400 clients in Jobber may find only 1,100 had a job in the last three years. Moving the 1,100 cleanly beats moving 2,400 with duplicates.
How to export your data from Jobber
These steps come from Jobber's own help center, checked on the date in the sources. Menu names can change, so open the linked articles if a button has moved. Some exports are admin-only or limited to certain plans, so sign in as an admin.
1. Client list
- Open Clients from the side menu.
- Click More Actions in the top right and choose Export Clients.
- Pick CSV as the format and click Export. Jobber emails the file.
Things to know: Jobber says only admin users can export clients, and client exporting is limited to select plans. Each CSV holds up to 1,500 rows, so a bigger list arrives as several files. Property addresses come with the client export. You can export by tag, but if you pick several tags, only clients with every selected tag are included, so for a full list leave tags off.
2. Products and services
- Click the gear icon, then Settings, then Products & Services.
- Scroll to the export box near the bottom and click Export to CSV.
Jobber emails the file; with fewer than 50 items it downloads directly, and lists over 1,500 items are split across several files. This is the start of your new price book.
3. Quotes, invoices, visits and other reports
- Go to Insights, then Reports.
- Open the report you need. Jobber lists invoice and payment reports, a client balance summary, visits, one-off jobs, recurring jobs, requests, quotes, products and services, and timesheets, among others.
- Use Columns to show the fields you want, then export to CSV and choose all columns or selected columns. Jobber emails the file to your login address.
Jobber's reports guide notes that the Taxation, Waypoints and Job Follow-ups reports can't be exported. For history you want to keep, export with all columns.
4. What to ask Jobber support
The help articles we checked cover clients, products and services and reports. They did not describe a bulk export of photos, attachments or notes. If you rely on job photos or attached documents, ask Jobber support how to get them out before you cancel.
Clean the files before you import
An hour in a spreadsheet saves days of fixing records later. Work through this checklist on the client file first:
- Remove duplicate clients. Sort by phone number and by email; the same person often appears twice.
- Put one phone number and one email per column. Split cells like "805-555-0100, 805-555-0199".
- Check that every client has a service address, not only a billing address.
- Mark commercial accounts and property managers so they keep their payment terms.
- In the products file, delete retired items and check that every item has a cost, not just a price. Without costs, no system can show you margin.
- Compare your unpaid invoice total against the client balance summary report so the opening balances match.
A two-week switching plan
Example plan for a five-truck shop. Adjust to your size.
| When | Task | Who |
|---|---|---|
| Week 1, day 1 | Export clients, products and services, open quotes, unpaid invoices, upcoming visits | Owner or office manager |
| Week 1, day 2 | Clean files using the checklist above | Office |
| Week 1, day 3 | Dry-run import, review rows, fix and import | Office with the new vendor |
| Week 1, days 4-5 | Set up price book, techs, phone menu and message templates | Owner |
| Week 2 | Shadow week: run both systems, book new work in the new one | Everyone |
| End of week 2 | Forward phone numbers, stop booking in Jobber, keep it read-only until old invoices are paid | Owner |
What to tell your team and your customers
Techs care about one thing: will my day get harder? Show them the new phone app before the switch, give each one a login and run a ride-along style practice job in the office.
A script the office can use when a customer asks why their invoice looks different:
"We moved to new software this month, so your invoice and texts look a little different. Same team, same prices. You can still pay by card online or with your tech."
Common mistakes when leaving Jobber
- Exporting clients with a tag filter on and losing everyone who lacks all of the tags.
- Forgetting that large lists arrive as several files of 1,500 rows and importing only the first one.
- Canceling before downloading the reports you need for taxes, such as payments and invoices.
- Porting phone numbers on day one instead of forwarding first.
- Moving recurring visits without checking the new schedule against the old one for the next 30 days.
How SWITCHBOARD handles a move from Jobber
The SWITCHBOARD import takes Jobber exports directly. You run a dry run, review the rows, import, and can Undo if something looks wrong. Setup is done with you on a call, and you can run a shadow week where your phones ring you first and the AI receptionist catches the rest. Numbers are forwarded first and ported later. The goal is to be live in about one to two weeks with one or two calls. If you are still deciding, read our side-by-side comparison with Jobber or the Jobber alternatives list, and see the general guide to switching software without losing data.
Questions people ask
How do I export my client list from Jobber?
Go to Clients, click More Actions, choose Export Clients, pick CSV and click Export. Jobber emails the file. Only admin users can export clients, and the feature is limited to select plans.
Can I export invoices and quotes from Jobber?
Yes, through reports. Go to Insights, then Reports, open the invoices or quotes report and export it to CSV with all columns or selected columns. The file is emailed to your login address.
Why did my Jobber client export come in several files?
Jobber's CSV exports hold up to 1,500 rows each, so a larger client list arrives as multiple files. Import all of them.
How long does it take to switch from Jobber?
For a small to mid-size shop, about one to two weeks is realistic: a few days to export, clean and import, then a week running both systems before you stop booking in Jobber.
Should I cancel Jobber right away?
No. Keep it until every open invoice is paid or moved and you have downloaded the reports you need for your books and taxes.
Sources
- Jobber Help: Export client information (checked November 10, 2026)
- Jobber Help: Products & Services list (checked November 10, 2026)
- Jobber Help: Reports basics (checked November 10, 2026)
- Jobber Help: Invoices report (checked November 10, 2026)
- Jobber Help: Clients report (checked November 10, 2026)