Customer and job history
Inventory customers, locations, jobs, quotes, invoices, and relevant custom fields. Decide which records belong in the new CRM.
CRM migrations. Keep control of your data.
Your business history should not be the reason you stay with the wrong platform. We help retrieve the records and files you can access, move the agreed data into your next CRM, and preserve a usable archive under your control.
There is more to move than a contact list.
A report may capture rows of data while leaving the history behind them elsewhere. We identify what matters and how it can be retrieved before promising a move.
Notes, photos, and contracts
Check supporting information separately, including uploaded agreements and other documents. Identify what can be downloaded and how it relates to the work.
Connections between records
Preserve source identifiers and map the links between a customer, a job, and its documents so the history remains useful.
A usable independent archive
Keep the retrieved source files, structured records, and an index in storage your business controls, with a documented way to find them.
Leaving Jobber
A job report may not be
your whole job history.
If your spreadsheet has the jobs but you still need the notes, photos, or contracts behind them, the next step is to check those items separately. We build the retrieval and archive around the history your business needs.
Start with the exports.
Jobber’s one-off jobs report can be exported to CSV. We check the selected fields and date ranges, then compare the output with the records you expect to keep.
Jobber’s job report guideCheck the files separately.
Jobber supports manual attachment downloads and a ZIP export for notes with at least five attachments. We inventory the supporting files and check the available retrieval route.
Jobber’s attachment guideReview authorized API access.
Jobber’s API documents jobs, instructions, line items, notes, and attachment relationships. We test which data and file access your account authorizes before building the collection process.
Jobber’s API documentationThe migration plan lists what we can retrieve, where it will live, and what needs another approach. Your team checks the new records and archive before deciding when to close the old account.
Example workflow
From scattered history to records you can use.
An example migration for a service business changing its CRM or job-management platform.
- 1
Inventory a sample
Follow a few customers through their jobs, notes, and files to identify what must travel together.
- 2
Retrieve and preserve
Use permitted exports, APIs, downloads, or agreed automation to collect data and original files.
- 3
Map and test
Load a sample into the target system and check the archive, relationships, and everyday tasks.
- 4
Reconcile and switch
Capture agreed final changes, review exceptions, and verify the result before retiring the old setup.
A missing file or unmapped field is a finding to resolve, not something to hide. We provide an exception list and agree what needs attention before the switch.
Plan the destination and the archive.
Move the working records
Map the information your team needs day to day into the target CRM. Agree how stages, owners, dates, and relationships will translate.
Preserve the supporting history
Store retrieved originals with stable references and an index. Where appropriate, link the new CRM to the archive instead of forcing every file into it.
Make the result checkable
Compare record counts, review key fields and relationships, check downloaded files, and list the items that need a decision or could not be retrieved.
What goes into the build.
The source platform, account permissions, available exports and APIs, data volume, and destination determine the scope. We document accessible data and known gaps before the main migration.
- Source-system and export assessment
- Record, document, and attachment inventory
- Authorized data and file retrieval
- Field mapping, matching, and relationship checks
- Customer-controlled archive and migration reports
- Sample migration, final cutover, and handover
From the first conversation
to a working solution.
- 01
Assess what is available
Review exports, account access, interfaces, sample files, and the history your team needs to keep.
- 02
Build the retrieval and mapping
Create the agreed extraction process and destination mapping, retaining source copies and identifiers.
- 03
Prove it with a sample
Have your team find real customers, read the history, open documents, and use the target workflow.
- 04
Complete a controlled cutover
Plan how to handle new activity during the move, verify the final load, and hand over the archive and operating instructions.
Questions before we start
Can you help us leave Jobber?
We can assess a Jobber migration and build a retrieval plan around your account and the data you need. Jobber offers report exports, attachment downloads, and an authorized API. Those are different routes with different coverage, so we test the actual records and files before defining the scope.
Can you retrieve every record and file?
We do not promise that before assessing the source. Available data depends on the platform, permissions, retention, interfaces, and the condition of the records. We document what can be retrieved, test a representative sample, and make any gaps visible.
What if there is no complete export button?
We can combine available exports with authorized APIs, permitted downloads, or agreed automation. We build and test the collection process against the data you are entitled to access, including the links between records and files. Unsupported or inaccessible items are called out in the scope.
Will the archive still work after we cancel the old platform?
That is a design requirement we check. Retrieved files and structured records live in storage your business controls, with an index and documented access. A link back to the old platform is not a replacement for the underlying file. We verify the archive before you decide to close the source account.
Can we move into HubSpot or Salesforce?
Yes. We map the agreed working records to the destination and test the supported import or API route. History that does not fit the target can be preserved in a separate archive with appropriate references, rather than silently discarded.
How do you handle work that continues during the move?
We agree on a cutover plan. Depending on the systems, that may involve a final export of changes, a short period when edits pause, or a staged move. Your team knows when to use each system and how exceptions will be resolved.
Ready to leave a system that no longer fits?
Tell us where your data lives, where you want it to go, and which records or files you cannot afford to leave behind.
Discuss your CRM migration