Roostr · Free
Switching from Jobber: The Migration Checklist
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 Roostr, 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. Roostr 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. Roostr's onboarding team migrates Jobber accounts for free — customer import, price book setup, and team walkthrough included.
Trusted by operators
“I built my entire pricing sheet from this. My average ticket went up 18% in 30 days.”
Owner, Crystal Clear Pressure Washing, Tampa, FL
“The margin-per-crew-hour math finally made it obvious which jobs were quietly losing me money.”
Owner, Sunrise Window Cleaners, Austin, TX
“Printed the checklist, laminated it, gave one to every truck. Callbacks dropped fast.”
Operations, Big Sky Exterior Co., Boise, ID