Switching from Jobber: How to Export Your Data and What Comes With You
Jobber is a good field-service platform, and if you dispatch crews across a city every day it is probably the right one. Renovation contractors tend to leave it for a simpler reason: the bill. Per-seat pricing, expenses and job costing on the higher plans, and a quote that starts from a blank page. Here is how to get your data out cleanly, what Jobber's export files do that will surprise you, and the order to do the move in.
Why people leave
Jobber's Core plan is $49 a month for one user, and the moment a partner or an office manager needs a login you are on Connect at $139 — or paying $29 per extra seat. Expenses, QuickBooks sync and job costing sit on the higher plans, and the whole thing is published in US dollars only, which for a Canadian contractor means a bill that moves with the exchange rate. For a two-person renovation business sending a handful of quotes a month, that is a lot of dispatch software to pay for.
The second reason is the quote. Jobber's quote is a tidy blank document. If most of your afternoon is spent working out what a basement should cost before you can even open it, an estimator that starts from a priced template for your province or state — and turns the accepted estimate into the invoice, the contract and the change orders — is the real reason to move. Jobber has no dedicated change-order tool at all; we looked.
What moves and what doesn't
Jobber exports more than Joist does, but two of its files have quirks you should know about before you open them in a spreadsheet and start "fixing" things.
| From Jobber | Comes across? | How |
|---|---|---|
| Clients | ✓ Yes | Export Clients → Import page. Names, emails, phones, billing address, notes. Jobber's one row per property repeats are merged back into one client automatically, with each site address kept in the notes. |
| Invoices — numbers, dates, totals, tax, amounts paid | ✓ Yes | Invoice Report → Export to CSV. Invoice numbers are kept; payments already received are recorded so balances are right from the first minute. |
| Invoice line items | Where the file has them | The Invoice Report packs every line into one "Line items" cell; the importer unpacks it where it can. Jobber's own import template, with up to ten line items across the row, is read directly. The preview shows what was read. |
| Quotes | ✕ Not as documents | Run the Quotes report for the list and totals, then rebuild open ones in Estiquik from a priced template. Attach the Jobber PDFs to the client if you want the history. |
| Jobs and scheduled visits | ✕ Not as documents | Re-enter upcoming visits on Estiquik's schedule. Past jobs live on as invoices. |
| Clients' saved cards | ✕ No | Held by the payment processor; cannot leave any system. Clients pay the next invoice with the Pay by card button. |
| Photos, attachments, signed quotes | Manual | Download from Jobber and attach to the estimate or client as you need them. Signed PDFs are your records; new documents are signed in Estiquik with their own audit trail. |
| Products and services list | ✓ Yes | Export it (or any spreadsheet of item, unit and price) and import it to the Price list page. It then fills an estimate's unit prices in a click. |
The order to do it in
- Check your Jobber renewal date.Monthly plans end at the cycle. Annual plans are prepaid, so find the renewal date on your account and aim to have the last open quotes and visits closed before it. That date decides whether you have a week or a month of overlap.
- Export clients.Clients → More Actions → Export Clients → CSV. Don't tidy the file: the repeated rows for clients with several properties are expected, and the importer folds them back together and tells you how many it merged. Editing them by hand is how addresses go missing.
- Export the invoice report.Insights → Reports → Invoice Report → Export to CSV, for the date range you want to keep. Note that Jobber puts the units in the column headings — "Total ($)", "Tax (%)" — which is fine; the importer reads them correctly. If you have used Jobber's own invoice import template before, that file works too.
- Run the quote and job reports for reference.They don't import, but you want the open quotes and upcoming visits in front of you for steps 7 and 8.
- Start a free Estiquik account and pick your region.The province or state sets your tax rate and the pricing on the templates. The importer is part of Starter; the 14-day trial needs no card, so the migration costs nothing.
- Import clients, then invoices.Sidebar → Import CSV. Columns are matched by heading, the preview shows what was worked out, and nothing is written until you press Import. Clients first, so every invoice attaches to the right person. Invoices whose line items don't add up to the stated total are flagged, not guessed; run a file twice and nothing doubles.
- Rebuild the open quotes.Pick the template that fits, check the regional rates against your last Jobber invoice, adjust, send with an Approve button or a signing link. Your edits become your baseline.
- Re-enter upcoming visits and connect Stripe.Schedule → add the visits you still owe people. Integrations → Connect Stripe, two minutes; emailed invoices then carry a Pay by card button at Stripe's standard 2.9% + 30¢ — the same rate Jobber Payments charges, with the money in your own Stripe account.
- Tell clients, then cancel on the renewal date.One line in the next invoice email: "We've moved our invoicing; pay by card from the button below or e-Transfer as before." Export the invoice report once more on the last day; the importer picks up only what is new.
Realistic time: an evening for the exports and imports, plus however long the open quotes take to rebuild — which is the same time you would have spent typing them into Jobber's blank quote.
What you give up, honestly
Jobber does things Estiquik does not. If you rely on GPS crew tracking, route-optimised dispatch, an AI receptionist, Tap to Pay in person, US ACH, or client self-serve slot booking, say so before you export anything — those are real gaps and our comparison page lists them. Estiquik's schedule is a job calendar, not a dispatch board, and its booking page books a site visit rather than a service slot. If your business is two people quoting renovations from the kitchen table, none of that will matter. If it is six vans, it will.
What it costs to switch
The import runs on the free 14-day Starter trial. After that, Starter is $19.99 a month (CA$24.99); Pro at $29.99 (CA$34.99) adds change orders, contracts, plan takeoff, expenses, job costing and QuickBooks; Crew at $69.99 (CA$79.99) puts up to ten people in one workspace at one flat price — the seat maths Jobber charges $29 a head for. Canadian accounts are billed in Canadian dollars at a Canadian price, not a converted one.
Start a paid plan on or before 31 October 2026 and your rate is held for 24 months under the Price Lock Guarantee. If you would rather not do the export yourself, email the files to support@estiquik.com and we will do the import with you on a call, free.
Questions people ask before they export
The client export has 400 rows but I only have 150 clients.
That is the one-row-per-property behaviour. Import the file as it is; the preview will say something like "merged 250 rows into 150 clients" and each client's extra site addresses end up in their notes.
An imported invoice's total doesn't match Jobber.
Usually the line items in the report don't add up to the total the report states — rounding, a discount recorded outside the lines, or a fee that wasn't itemised. The importer flags every invoice this affects. Turn on match the stated totals exactly and it adds an adjustment line so every invoice matches the paperwork your client already has.
Do my invoice numbers change?
No. The number from the Jobber file is kept, which is also what stops duplicates on a second import. New invoices continue from your own numbering.
Can I keep using Jobber's invoice import template format?
Yes. The wide "Line Item 1 Name / Quantity / TOTAL Price" layout is read directly, and the importer knows that Jobber's "TOTAL Price" is the extended total rather than a unit price.
I'm coming from Joist, not Jobber.
There is a separate guide for Joist; its export files behave differently.
Export from Jobber tonight, import in ten minutes, send the next quote from a priced template. Free account, no card; the trial covers the import.
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