PrecisionOps Migration: Migrating from Jobber
Jobber is popular with smaller service companies, and for good reason -- it is simple to get started with. But as your business grows, you start hitting the walls. Limited equipment tracking, no real diagnostics tools, and offline support that does not quite hold up when you need it most. If you are ready to move to a platform that scales with you without losing the simplicity you liked about Jobber, this guide shows you how to bring your data along.
Jobber makes it relatively easy to export your data, and PrecisionOps handles CSV imports cleanly. The whole migration can be done in an hour or two, depending on how much data you have.
What Transfers
- Customers -- names, addresses, phone numbers, emails, and notes
- Jobs -- historical records, depending on what Jobber includes in the export
- Equipment -- unit records if you have been using Jobber's property or asset tracking
How to Export Your Data
Jobber provides CSV export options for your client list and other data. Navigate to your client list and look for the export option. You will typically get a CSV file that includes client names, contact information, addresses, and notes. If you have been using Jobber's quoting or invoicing features extensively, export that data as well for your records, even if not all of it maps directly into PrecisionOps.
Jobber stores client properties (service locations) and billing addresses, so make sure your export includes both if available. In PrecisionOps, each customer can have multiple service addresses, so all of your Jobber property data has a home.
How to Import into PrecisionOps
Take your Jobber CSV export and upload it to the PrecisionOps import tool. During the column mapping step, align Jobber's field names with PrecisionOps fields. Jobber's exports are generally clean and well-structured, so this mapping step tends to be straightforward.
If you had clients with multiple properties in Jobber, review how the export handles those. Some exports create one row per property, which means a single client might appear multiple times. PrecisionOps can handle this during import by matching customer names and adding additional service addresses to existing records, but it is worth checking the preview to make sure it is working as expected.
After the Import
Verify a sample of your imported customers. Check that addresses are complete, phone numbers are formatted correctly, and notes transferred over. Pay special attention to customers who had multiple properties in Jobber -- make sure each property appears as a service address under the correct customer record in PrecisionOps.
If you used Jobber's custom fields, those values may appear in the notes field after import, since custom field structures differ between platforms. You can set up equivalent custom forms in PrecisionOps to capture the same data going forward.
What's Next
With your Jobber data imported, start with the getting-started series to learn the PrecisionOps workflow. Many of the core concepts are similar -- scheduling jobs, dispatching techs, invoicing customers -- but PrecisionOps adds depth in areas like equipment tracking, diagnostics, fleet management, and compliance that you did not have access to in Jobber. Take an hour to explore, and you will be running your first live day on PrecisionOps in no time.