Switching from Jobber

Your clients, their properties and your price list come over in spreadsheet (CSV) files that Jobber exports. Most of the work is checking your prices once they’re in. Your open quotes, unpaid invoices and active jobs can come over too, from Jobber’s reports. Finished jobs, paid invoices and old quotes stay in Jobber.

For how the two compare, feature by feature, see Crewtavo vs. Jobber.

1. Set up Crewtavo and pick your trade

Set up Crewtavo on Railway, then create your business and choose your trade, so starter services, formulas and checklists load.

2. Bring over your clients and properties

1. In Jobber, open Clients, choose Export and download the CSV.
2. In Crewtavo, open Clients, then More actions → Import from a spreadsheet, and choose that file. (People who don’t see invoices have Import and export in place of More actions.)
3. Check how Crewtavo matched the columns. It recognizes Jobber’s column names (like Main Phone #s, Service Street 1, Billing City and J-ID), and you can match more by hand or choose Don’t import for a column.
4. Back in Jobber, export Properties the same way, and import that file too. Each property is added to its client.

Importing is safe to repeat. Rows for the same client (same Jobber ID, email or name) become one client with several properties. A client who’s already in Crewtavo gets the new properties added instead of a duplicate. Addresses written two ways, like “Oak Street” and “Oak St”, count as one property.

If your file has a status column, clients marked Inactive or Former come in archived, and Leads come in as leads. Everyone else comes in active. New properties are put on the map in the background, so routes and weather work once they’re placed.

Let an assistant do it

Connect Claude or ChatGPT with Full access, hand it your export, and ask it to bring your customers over. It shows you what it would add first, then adds them. It can set up your recurring services from Jobber’s visit list the same way.

Other tools work too: any CSV with column names in the first row.

3. Bring over your price list

1. In Jobber, open Settings → Products & Services, choose Export and download the CSV.
2. In Crewtavo, open Settings → Price list, choose Import, and choose that file.
3. Check how Crewtavo matched the columns (name, description, unit, price, cost, taxable and category), then choose Import.

Services whose names are already in your price list are skipped, so the starter services from your trade stay as they are. Change their prices to what you charge, or delete the ones you don’t sell. See Set up your price list.

4. Bring in your open work

The owner can bring over what’s still open in Jobber: quotes waiting on clients, unpaid invoices with their balance, and active one-off and recurring jobs.

1. In Jobber, go to Insights → Reports. Open the Quotes, Invoices, One-off jobs and Recurring jobs reports in turn, set the dates to All time, and choose Export to CSV with all columns.
2. Export the Visits report too, for the next few months. Recurring jobs keep their schedule when their visits show it, and one-off jobs come with their visits still to do.
3. In Crewtavo, open Settings → Your data and choose Bring in your Jobber work.
4. Drop the files in, or click to choose them. If some clients aren’t in Crewtavo yet, add Jobber’s clients export (and its properties export) too, and they come in first.
5. Choose See what comes in. It shows how many of each will come in, which are already here, and any that can’t come in, with why.
6. Choose Bring it in. It keeps going if you close the window.

Only what’s still open comes in: quotes not yet won or lost, invoices not paid, and jobs not closed. Nothing is emailed, texted or charged, and no trip charge, minimum charge or late fee is added: each invoice owes what it owed in Jobber, with what was paid there as one payment. Each record gets its own Crewtavo number and keeps Jobber’s beside it, and importing the same files again adds nothing.

If the files don’t say how a recurring job repeats, it comes in without a schedule and is listed under Needs a schedule. Open each one, choose Edit details, then Recurring job, and set it.

5. Invite your team

Invite your team and give each person a role.

6. Switch over

Book new work in Crewtavo, and finish in Jobber anything you didn’t bring over. Keep your old invoices and reports from Jobber on file.

Taking card payments?

Connect Stripe before you send your first invoice from Crewtavo, so clients can pay online from the start.