Switching from Jobber to QuoteIQ: a no-drama migration plan
Most of the risk in switching field-service software isn't the new app; it's the week where nobody's sure which system holds the truth. This plan keeps Jobber running until QuoteIQ has earned the job.
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Export your Jobber clients, products and services, quotes and invoices as CSV files, then load them with QuoteIQ's AI Smart Import, which maps the columns for you. Past payment history doesn't come across. Run new jobs in QuoteIQ during the 14-day trial while finishing open work in Jobber, and cancel Jobber only after the last invoice is paid.
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Is the switch worth it? A quick check first
Switching makes sense when QuoteIQ includes something you're paying Jobber extra for. QuoteIQ's Jobber comparison page builds its case on that: an AI receptionist, satellite measuring and a business phone line built in rather than bolted on. The same page concedes that Jobber comes out cheaper for some setups, and it admits "AI/communication usage may cost extra". Check Jobber's pricing page and our QuoteIQ vs Jobber comparison for your exact crew size before moving anything. Two things Jobber includes that QuoteIQ gates: a website on every plan (QuoteIQ's builder is $34.99/mo below Max) and online booking, which on QuoteIQ needs Elite.
Your import options
QuoteIQ's help center lists four ways to get customers in (importing contacts):
- AI Smart Import. Upload a CSV from Jobber, Housecall Pro, ServiceTitan, Service Fusion or any CRM and the AI maps the columns. Covers contacts, services and price book, estimates and invoices. Every plan, web and mobile; it uses IQ Credits. Details in the Smart Import article.
- Phone address book. Fine for a solo operator whose customers already live in their phone contacts.
- Manual CSV import. The non-AI route where you match columns yourself.
- Done For You ($299.99) or Done For You Plus ($999.99). QuoteIQ's team handles the import plus a setup call; Plus is built for Pro and above and adds automations, inventory, price book, roles, training and priority support.
The one stated limit: "past payment history on those contacts is not imported". Your Jobber payment records stay your reference for anything already collected.
What to export from Jobber
Jobber lets you export its main lists as CSV files; menu names change, so check Jobber's own help for the current clicks. Export everything below, even what you don't plan to import, because an export after cancelling may not be possible.
- Clients and properties, with emails, phones, addresses and tags. This is the import that matters most.
- Products and services, which become your QuoteIQ price book.
- Quotes, especially open ones you're still waiting on.
- Invoices, both open and paid, for your records and for Smart Import.
- Jobs and visits, so you know which recurring work needs recreating.
- Reports as PDFs: payments, sales tax and revenue for the year so far.
- Photos and attachments you need for warranty or disputes; plan to download them separately.
Running both during the trial
QuoteIQ's trial lasts 14 days, needs a card and includes 250 IQ Credits. A large Smart Import uses credits too, so import clients and services first, check the result, and only then decide whether old invoices are worth importing. Then split the work cleanly:
- New leads and quotes go into QuoteIQ. That's the real test of quoting speed and the AI Estimator.
- Jobs already booked in Jobber finish in Jobber, including their invoices. Moving half-finished work creates the double-booking you're trying to avoid.
- One payment link per customer. Never send the same customer invoices from both tools.
- Hold off on automations. Since QuoteIQ's October 2026 update, newly imported contacts are opted in to automated emails by default, and CSV imports also receive text campaigns. Review that before switching on any automated sequence, or your whole Jobber list may get a message.
- Pick the plan once. Changing plans mid-trial ends the trial and bills you immediately.
Rebuild what doesn't travel
Automations, templates, message history and marketplace app connections don't come over in a CSV. In QuoteIQ, expect to rebuild email and text automations (Pro and up), your review request flow (automated requests need Elite), the client portal settings (Pro), your website contact form (Pro) and any online booking (InstaSchedule, Elite). If accounting runs through QuickBooks Online, connect it from Pro; Desktop isn't supported. Our QuickBooks integration page covers what syncs.
Cutover checklist
| When | Task | Done? |
|---|---|---|
| Before trial | Export every CSV from Jobber; save Jobber reports as PDFs | ☐ |
| Day 1 | Start QuoteIQ trial on the plan you'd buy; set up branding, tax, terms | ☐ |
| Day 1–2 | Smart Import clients and services; spot-check 20 records | ☐ |
| Day 2 | Review email/text opt-ins on imported contacts | ☐ |
| Day 2–3 | Connect payments; test a small invoice to yourself | ☐ |
| Day 3–10 | Quote and schedule all new work in QuoteIQ; finish existing jobs in Jobber | ☐ |
| Day 7 | Connect QuickBooks Online (Pro+); check one synced invoice | ☐ |
| Day 10–12 | Rebuild automations, review requests, booking link, website form | ☐ |
| Day 12 | Decide: keep QuoteIQ (monthly or annual) or cancel before day 14 | ☐ |
| After cutover | Collect last Jobber invoices; move recurring billing; final export; cancel Jobber | ☐ |
Time the Jobber cancellation to the end of its billing period. Keep the exported files somewhere other than either app.
After you've switched
Expect a month of small surprises: a customer who used Jobber's portal, a recurring visit you forgot to recreate, a tech who preferred the old app. QuoteIQ's live support runs 8 a.m. to 8 p.m. Central every day per its pricing help article, and its video tutorials cover most settings. For the first-week setup inside QuoteIQ itself, use our how to use QuoteIQ guide, and if credits are a worry, read IQ Credits explained.
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Switching from Jobber to QuoteIQ: common questions
Can QuoteIQ import my data from Jobber?
Yes. QuoteIQ's AI Smart Import reads CSV exports from Jobber and other CRMs and uses AI to map the columns. It covers contacts, services and price book, estimates and invoices. Past payment history on those contacts is not imported, so keep your Jobber payment reports. Smart Import is on every plan and uses IQ Credits.
What doesn't transfer from Jobber to QuoteIQ?
Per QuoteIQ, payment history on imported contacts doesn't come across. Anything that isn't in a CSV export, such as automations, templates, message history, Jobber's website and app-marketplace connections, has to be rebuilt by hand. Plan to set up email and text automations, review requests and your booking form again in QuoteIQ.
Should I cancel Jobber before starting the QuoteIQ trial?
No. Run them side by side. Import a copy of your data into QuoteIQ, put a handful of new jobs through it, and keep Jobber as the system of record until you're confident. Cancel Jobber only after your open invoices are collected and you've exported its reports, ideally timed to the end of a Jobber billing period.
Is QuoteIQ cheaper than Jobber?
It depends on what you add. Jobber Core starts at $49 a month and QuoteIQ Essentials at $29.99. QuoteIQ's own comparison concedes Jobber is cheaper for some setups, while QuoteIQ wins when you'd otherwise pay for Jobber add-ons like an AI receptionist or measuring. Price your exact feature list on both before switching.
Does QuoteIQ offer help migrating from Jobber?
Yes, for a fee. Done For You costs $299.99 and includes the data import and a one-on-one setup call. Done For You Plus costs $999.99, is built for Pro plans and above, and adds automations, inventory, price book setup, roles, a training session and priority support. Most small shops can self-serve with Smart Import instead.
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