Migration made easy

The Jobber alternative built for small crews — switch without starting over.

Import your customers, jobs, notes, and invoices from CSV so your business keeps moving.

What you can import

Bring across the records that matter most to running your service business.

Customers

Jobs

Notes

Invoices

Property addresses

Phone numbers

Emails

Job history where available

How it works

  1. 1

    Export a CSV from Jobber

    From your current Jobber account, export your customers, jobs, and invoices to CSV files.

  2. 2

    Import into ServicePilot

    Upload the CSVs in your ServicePilot workspace and map your columns to the right fields.

  3. 3

    Review your records

    Preview every record before it lands. Fix typos, deduplicate, and confirm everything looks right.

  4. 4

    Start running jobs

    Schedule the day, dispatch crews, capture photos, and send invoices — without missing a beat.

Why switch

Cleaner mobile-first workflow

Crew tracking included earlier

GPS proof and job photos built in

Simple transparent pricing

Less bloated CRM feel

Built for owners running from the field

Migration help

Growth and Command plans include assisted migration. Crew users can add migration help as a one-time setup service.

Import readiness

A preview of how the importer works.

Step 1

Upload CSV

Step 2

Match columns

Step 3

Preview records

Step 4

Confirm import

customers.csv

128 rows detected · ready to map

Preview
CSV columnMaps toSample
Client NameCustomer nameAcme Plumbing
PhonePrimary phone(555) 010-2233
EmailEmailops@acme.co
Property AddressService address1208 Oak St, Austin TX

This is a preview. Real imports happen inside your ServicePilot workspace and stay scoped to your company.

Switching, without the gotchas

The questions owners ask before they pull their data out of Jobber.

Will I lose my customer history?

No. Customers, jobs, notes, and invoices come across via CSV. Preview every row before it lands in your workspace.

Can I export my data later?

Yes. CSV export of customers, jobs, invoices, and timesheets is available on every plan. Your data is yours, always.

Does this sync live with Jobber?

No. It's CSV import only. We do not have an OAuth or live API connection to Jobber.

How long does switching take?

Most owners are running jobs on ServicePilot the same day they import. Growth and Command plans include assisted migration.

Can I run both for a while?

Yes — many owners overlap the two for a week while crews adjust. You decide when to fully cut over.

What about my open invoices?

Import them so you have a single source of truth for who owes you what — and chase them with ServicePilot's auto-reminders.

What the importer does — and doesn't

  • CSV import only. You export from your current platform, then upload to ServicePilot. There is no direct OAuth or live API sync with Jobber.
  • Records, not history. We bring across customers, jobs, notes, addresses, and invoices. Internal audit trails from the old system stay there.
  • You stay in control. Preview every row before it lands. Nothing imports without your confirmation.

ServicePilot is not affiliated with Jobber. Jobber CSV import is a convenience feature for businesses switching platforms.