How do I migrate from Jobber to another CRM?

If you are switching from Jobber to a dedicated CRM or using both tools together, start by exporting your client list from Jobber. Go to your Clients section and export the data as CSV. This gives you a list of all your customers and their contact information.

If you are keeping Jobber for scheduling and adding a CRM for lead management, you do not need to migrate data. Simply set up your CRM for new leads going forward and keep Jobber for managing active jobs.

Long Drive Leads works alongside Jobber perfectly. New leads come into Long Drive Leads via your website form. When a lead converts into a job, you create the job in Jobber. This gives you the best lead management and the best job management without compromising on either.