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Send us your exports
You export your records from your current platform and send us the files, or connect QuickBooks Online and we read customers and items from it directly.
Files received, or QuickBooks connected
Switching to TradesKit
Switching from Jobber to TradesKit
Moving your records is the part of switching that shops dread — and the reason so many stay on software they have outgrown. TradesKit imports your customers, service locations, price book, and open balances; we run the migration with you at no charge; and your Jobber account is left untouched while you decide. This page lists exactly what moves, what cannot move from Jobber, and what happens about the part that cannot.
90 days free, no card · free white-glove migration · then $35 per person / month
$0for the migration — a person runs it with you
24 hoursto undo any import batch
90 daysfree trial, no credit card
- Every imported record is staged for review before it goes live.
- Possible duplicates are flagged for a person to resolve — records are never merged automatically.
- The import never writes to your old account — run both systems side by side and cut over when you are ready.
- Your payments run through your own Stripe account, at your own rate.
How switching works
Three steps, with a person on the other end of each one
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Everything is staged for review
The importer reads the files, matches them against your account, and flags possible duplicates instead of merging them. Your price book waits in a review queue where you approve rows one at a time or all valid rows at once.
Records staged, nothing live yet
03
You approve, and it goes live
Customers, service locations, price book, and open balances land in your account. Every committed batch can be undone for 24 hours, and your old account is untouched — keep it running beside TradesKit until you are ready to cut over.
Working account, undo window open
Everything your next workday needs
Customers and contact details
Imported directly. Possible duplicates are flagged for review, never merged automatically.
Service locations
Every address arrives attached to the right customer.
Price book
Staged in a review queue. Approve rows individually or approve all valid rows at once; anything the validator flags is shown with its reason.
Open balances
Money you are owed arrives as invoices with the balance due, so accounts receivable and payment reminders work from the first day.
QuickBooks Online
If the shop uses QuickBooks, we can read customers and items from it directly instead of working from files.
Before you switch
What cannot move — and what happens instead
Some records stay behind in any migration from any field-service platform. Here is what they are and what TradesKit does about each.
Saved payment cards
Cards stored with your current platform's payment system live in a merchant account that belongs to the platform, not to your shop, and no export of stored card data is offered. That is an industry-wide constraint — no software can move them. TradesKit rebuilds the card file instead: after a migration, imported customers can be asked to save a card through a secure link that rides a message you already send, such as a booking confirmation or an invoice, and no customer is ever asked twice. The new cards are saved to your own Stripe account, which means the card file belongs to your shop from then on.
Complete job history
TradesKit starts your account with your open balances rather than a full copy of closed jobs. The part of history that affects the day ahead — who owes you what — arrives as invoices; the complete records stay in your export files. If your shop needs more than that, say so when we run your migration: it is a conversation with a person, not a ticket.
Equipment records and photos
Neither Jobber nor Housecall Pro provides an export of equipment records or job photos, so no destination platform can import them. It is better to hear that before switching than after.
Exporting from Jobber
- Jobber exports clients in files of up to 1,500 rows each. Export every file — the importer accepts multi-file batches and treats a split client list as normal.
- Export your products and services list as well; it lands in the price-book review queue.
- Jobber's invoice export contains totals without line items. That is why open balances, not line-level history, are what a migration from Jobber can carry — on any platform.
- If the shop also uses QuickBooks Online, we can skip the files entirely and read customers and items from QuickBooks directly.
Questions
Asked before switching
Nothing. There is no premium migration tier and no per-record fee. A person runs the import with you, and it is included from the first day of the trial. On other platforms this level of help is gated behind top-tier plans or sold as paid implementation; here it is part of every migration.
Start the trial, then send us your exports.
The trial is ninety days without a card — long enough to run TradesKit beside your current platform and be sure — and the migration is part of it. When your export files are ready, write to hello@tradeskit.io and a person will schedule the import with you.
90 days free, no card · free white-glove migration · then $35 per person / month
Other starting points
Coming from a different platform, or from spreadsheets? The same importer reads generic CSV files, with a person mapping the columns with you. Write to hello@tradeskit.io.