Switching from Jobber: The Migration Checklist

Thinking about leaving Jobber? This checklist covers every migration step: data export, customer import, price-book rebuild, team onboarding, parallel run, and final cutover: with a ready-to-send customer communication template.

What's inside

Week 1 setup: account, payment, customer import, service catalog
Team onboarding: roles, mobile app install, first test job
Week 2 parallel run: new jobs in Roooster, recurring jobs in Jobber
Day-14 cutover checklist: nothing falls through the cracks
Integration reconnect priority order (Google reviews, QuickBooks, Zapier)
Customer communication template: announce the switch professionally

Quick questions

How long does the migration actually take?

Most operators finish the full migration in under 10 hours of admin time spread over 2 weeks. The parallel-run approach means your business keeps running throughout.

Do I lose my job history when I leave Jobber?

No. Export your Jobber data as CSV before you cancel. Roooster imports your customer list; historical job records stay in your Jobber export for reference. After 60 days most operators never need to look back.

Is there a fee for migration help?

No. Roooster's onboarding team migrates Jobber accounts for free: customer import, price book setup, and team walkthrough included.

How operators use this

Build a real price book

Use the worksheets to set base rates, minimum charges, and add-on pricing so every quote follows the same system.

Find the jobs that lose money

The margin-per-crew-hour math is designed to show which job types quietly underperform, so you can reprice or drop them.

Put it on every truck

Print the checklists and give one to each crew so the same standards apply on every job.