How to Migrate from Jobber to Deelo: 30-Minute Setup Walkthrough

Most service businesses do not leave Jobber because Jobber is bad. They leave because they outgrew the shape of it. The CRM is a customer list, not a real CRM. Marketing lives in a separate Mailchimp account. Time tracking is a bolt-on. Invoicing works fine until you want to tie revenue back to campaigns, technicians, and recurring services in one report. By the time a business is running 5-25 trucks, the Jobber stack tends to look like Jobber + QuickBooks + Mailchimp + Calendly + a spreadsheet for commissions.

Deelo collapses that stack into one platform: CRM, field service, invoicing, scheduling, marketing, time tracking, and 50+ other apps under one login, one data model, one bill. The good news for anyone migrating: Jobber-to-Deelo is one of the easier migrations in field service, because Jobber's data model is small and clean. Most migrations finish in about 30 minutes of active work, plus a day of validation. This guide walks through every step.

Jobber has native CSV export built in, which is a nice gift to anyone leaving the platform. Log in as an admin and head to Settings → Data Export. You will see export options for clients, properties, jobs, quotes, invoices, and payments.

For a clean migration, export these five files in order: clients.csv, properties.csv, jobs.csv, quotes.csv, invoices.csv. Save them all to one folder on your desktop. Do not rename the columns yet — leave Jobber's headers intact, because Deelo's import wizard recognizes them automatically and pre-maps the fields.

If your Jobber account has more than ~5,000 clients, the export may email you a download link instead of streaming the file. Wait for the email; do not refresh the page or you will trigger a duplicate export job.

Jobber's data model is small, which is why this migration is fast. Five core objects in Jobber map cleanly to five core objects in Deelo. Print this table or pin it to a second monitor before you start importing.

Two fields in Jobber that do not have a 1:1 in Deelo: client tags and custom fields. Tags map directly to Deelo CRM tags. Custom fields are imported as Deelo custom properties on the Contact record — you may need to create the property in Deelo first (CRM → Settings → Custom Properties) so the import has somewhere to land the data.

In Deelo, open the CRM app and click Import → CSV → From Jobber. Deelo has a Jobber-aware preset that auto-maps Jobber's clients.csv columns to the Deelo Contact and Service Customer schema. Upload the file, glance at the preview to confirm the first three rows look right (name, email, phone, billing address), and click Run Import.

A typical Jobber export of 1,000-5,000 clients imports in under two minutes. Deelo will dedupe on email and phone — if Jobber has duplicate clients (and most accounts do, after a few years of use), Deelo merges them on the way in and shows you a report of merged records at the end. Keep that report; it is the cleanest dedupe audit you will ever get.

One quick check after the import finishes: open three random customer records and confirm the email, phone, address, and notes look correct. If anything looks off, roll back the import (Deelo keeps a snapshot for 24 hours) and re-map.

Properties.csv is small and fast. In Deelo, go to Field Service → Settings → Import Service Addresses. Upload properties.csv. Deelo links each property to the matching Service Customer using the Jobber Client ID column, which is preserved through the import.

If a customer has five properties in Jobber, the customer will show five service addresses in Deelo, each with its own job history, pricing, and access notes. This is the part most field service platforms get wrong on import; Deelo handles it natively because the underlying data model was designed around it.

This step is optional but recommended. Most service businesses want a year or two of historical jobs and invoices searchable in their new system — for tax records, recurring customer context, and warranty lookups.

In Deelo, run two more imports: jobs.csv and invoices.csv. Mark them as Historical Archive in the import options. This brings the records in but flags them as closed/historical so they do not clutter your active dispatch board or open-AR reports. Customers, addresses, and line items all link correctly because the Jobber IDs are preserved.

If you only care about open jobs and unpaid invoices, filter your CSVs in Excel before importing — keep only rows where status is open/unpaid. Most teams import the last 12 months of history and leave older records in Jobber as a read-only archive (you can keep your Jobber account on the cheapest plan for $35/month for a year as cold storage if you want).

Recurring jobs are the one piece that does not import as raw CSV — and there is a reason for that. Jobber's recurring jobs are a flat list of "every X weeks" rules attached to a customer. Deelo's recurring service templates are richer: they support price escalation rules, seasonal schedules, multi-step service plans, and bundle pricing across multiple service types.

For most Jobber users with simple recurring jobs (weekly lawn care, monthly pool service, quarterly pest control), recreating them in Deelo takes about 30 seconds each. Go to Field Service → Recurring Services → New Template, pick the customer, set the frequency, set the price, and save. If you have 10 recurring contracts, this is five minutes. If you have 200, schedule an hour.

Deelo will not double-book: when you create the recurring template, it asks for a start date for the next visit. Set this to the day after your last Jobber-generated visit, and there will be no overlap.

Most Jobber accounts run a single team or a small number of territories, which makes Deelo's dispatch setup quick. Go to Field Service → Dispatch Settings. Add each technician (Deelo will pull existing user accounts if your team is already invited). Set their working hours, service area, and skill tags ("plumbing," "pool," "HVAC certified," etc.).

If you have territories, draw them on the map view by zip code or radius. If you do not have territories, skip this — Deelo will route on proximity by default.

Turn on Online Booking if you used it in Jobber. Deelo's booking widget is configured under the Bookings app: pick which service types are bookable, the buffer time between jobs, and the lead time required. Embed code goes on your website; the customer-facing booking page also works as a standalone link.

Before you cut over, run one real job through Deelo end-to-end while keeping Jobber active as a fallback. Pick a routine job tomorrow morning — a recurring lawn cut, a furnace tune-up, anything predictable — and dispatch it in Deelo. Have the tech check in, complete the job, capture photos, and send the invoice from the Deelo mobile app.

What you are testing: does dispatch land on the tech's phone, does the invoice email reach the customer, does payment hit the right Stripe/QuickBooks account, does the recurring next-visit get scheduled correctly. Ninety percent of the time this works on the first try. The remaining 10 percent is usually a permission setting or a missing Stripe connection — both are 30-second fixes.

If this test job runs cleanly, you are ready for cutover. If anything broke, fix it before going live across the team — do not push fixes during a real workday.

Pick a low-volume day (Monday morning is rough; Wednesday afternoon is better). Pause new bookings in Jobber by removing the booking widget from your website. Run final exports of any data created in Jobber since your initial export — usually a small delta of 10-50 new jobs and a handful of new customers. Re-import those into Deelo using the same flow as Step 3-5.

Flip the booking widget on your website to the Deelo embed. Update any review-request links, customer portal links, and email signatures pointing to Jobber. Tell your customer-facing team that all new work goes in Deelo as of right now.

Unlike a ServiceTitan migration, you do not need a long parallel-run period. Most Jobber-to-Deelo migrations run Jobber and Deelo side-by-side for one to two days as insurance, then archive the Jobber account. The data volumes are small enough that a one-day cutover works fine for the vast majority of teams.

Migrations from larger field service platforms — ServiceTitan, FieldEdge, Service Fusion — often take weeks. Jobber-to-Deelo is faster for three structural reasons.

Small data volumes. A typical Jobber account has 500-5,000 clients and 12-36 months of job history. ServiceTitan accounts can hold 50,000+ customers and decades of records. Less data, less mapping, less validation.

Simple object model. Jobber has six core objects (Client, Property, Job, Quote, Invoice, Recurring Job). ServiceTitan has hundreds of object types and dozens of optional modules. A simple model means a simple import.

Native CSV import on both ends. Jobber exports clean CSVs natively. Deelo imports them with a Jobber-aware preset that pre-maps the columns. No middleware, no custom ETL job, no consultant required.

The ceiling on this migration is not the data — it is how organized your team is when you flip the switch.

Deelo Field Service starts at $19 per seat per month with a free tier for trial accounts. That includes everything Jobber gives you plus 50+ other apps in the same login: a real CRM, native marketing and email automation, time tracking, helpdesk, project management, AI assistant, and a unified reporting layer that ties revenue back to campaigns, technicians, and customer cohorts.

The AI assistant is the part that surprises Jobber migrators most. Ask it "which recurring customers haven't booked in 90 days" and it queries the data, builds a list, and offers to draft re-engagement emails. Ask "which technicians had the highest revenue per hour last month" and it returns the answer with a chart. This kind of cross-app insight is the structural reason teams leave Jobber once they grow past a few trucks — and it is on by default in Deelo, no setup required.