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Resources/Switching/From Jobber

Switching guide

How to cancel Jobber and switch to ECHOPS

How to cancel your Jobber subscription without losing anything: what Jobber lets you export, where each file goes in ECHOPS, and the order to do it in.

What you can bring

Jobber data export: what comes with you

Last updated October 16, 2026. What Jobber lets you export comes from Jobber’s own public pages, checked October 16, 2026. Where its public pages don’t describe an export, we say so.

What Jobber exports
Where it goes in ECHOPS
Notes
ClientsCSV or vCard, emailed. Also the Clients report as CSV.
Leads import (CSV). Add an ID column so a re-import updates rows instead of adding duplicates.
Only admin users can export clients. CSV files hold up to 1,500 rows; bigger lists arrive as several files. Client exporting is on select Jobber plans.
Leads and requestsRequests report, and the Clients report filtered to Leads, as CSV (emailed).
Leads import (CSV). Add an ID column so a re-import updates rows instead of adding duplicates.
Answers to request questions export only when the question text matches exactly; renamed questions lose history.
JobsOne-off jobs report as CSV (emailed); a single job as PDF.
Past jobs import (CSV), into the archive. Service work can come in as service tickets, matched by number, phone, email or name.
Reports are on select plans. Add the Line items column with the Columns button if you want line items.
QuotesQuotes report as CSV (emailed); a single quote as PDF.
No quote import. Save the PDFs on the project’s files, and rebuild open quotes in ECHOPS so clients can sign them online.
Line items are an optional column. Only quotes in the selected filters and date range are included.
Invoices and paymentsInvoice report as CSV; Transactions list as an Excel file; a single invoice as PDF.
No invoice import. Keep the files for your records and the PDFs on the project; set up what’s still owed on open jobs as a payment plan in ECHOPS.
The Taxation report can’t be exported. The Transactions list shows successful payments only, and the invoice report shows only the primary client email.
Products and servicesCSV, emailed (lists under 50 items download directly).
Price book import: download, edit, import, and preview every row before it saves.
Lists over 1,500 items arrive as several files of up to 1,500 items each.
Visits (schedule)Visits report as CSV (emailed).
No schedule import. Use the export as your checklist to book upcoming visits in ECHOPS.
This is a report, not a calendar file. It includes visit dates, durations, team members, client, address and line items.
TimesheetsExcel file via Receive Excel Copy.
Time sheets import (CSV). Save Jobber’s Excel file as CSV first.
Hours show as decimals (2.5 = 2 h 30 m).
Files and photosDownload from each client’s Files and media tab.
Files go on projects, in folders.
Downloads work one client at a time. Admins can download by default; others need the Files and media permission.

Step by step

How to cancel Jobber and switch in five steps

  1. Before you cancel: export everything.

    Jobber’s help center says only an admin can cancel, and access lasts until the end of the billing period, or the full term on annual or 1-year plans. After that “you’ll lose access to your account data, including clients, jobs, invoices.” If you permanently close the account (account owners only, after cancelling), the information is “no longer retrievable” and the client hub goes offline.

  2. Export from Jobber.
    • Clients: Clients > More Actions > Export Clients > CSV. Jobber emails the file.
    • Requests: Insights > Reports > Work reports > Requests report > Export to CSV.
    • Leads: the Clients report with the status filter set to Leads (or Leads and Active) > Export to CSV.
    • Jobs: Insights > Reports > Work Reports > One-off jobs report > Export to CSV. Add the Line items column first if you want line items.
    • Quotes: Insights > Reports > Work Reports > Quotes Report > Export to CSV.
    • Invoices: Insights > Reports > Financial Reports > Invoice Report > Export to CSV. Payments: the Transactions list report > Receive Excel Copy.
    • Products and services: Gear icon > Settings > Products & Services > Export to CSV (near the bottom of the page).
    • Visits: Insights > Reports > Work reports > Visits > Export to CSV.
    • Timesheets: Insights > Reports > Work reports > Timesheets > Receive Excel Copy.
    • Files: Clients > pick a client > Files and media > Select All > download icon.
    • Single quotes, jobs and invoices: open it > More Actions > Download PDF. Single requests: More Actions > Print > Save as PDF.

    Jobber’s articles name the export button differently (“Email CSV,” “Export to CSV,” “Export Excel Copy,” “Receive Excel Copy”), so look for any of those.

  3. Import into ECHOPS.
    • Leads: import from CSV. Add an ID column so a re-import updates rows instead of adding duplicates.
    • Past jobs: import from CSV into the archive.
    • Service tickets: import old tickets from CSV, matched by number, phone, email or name.
    • Time sheets: import from CSV.
    • Price book: download it, edit it, import it and preview every row before it saves.
    • Files and photos: upload them to the right project, in folders.
  4. Set up what doesn’t import.
    • Add your team with roles (owner, admin, member, viewer) and require 2-step sign-in for everyone.
    • Set up your online booking page and appointment types, and have each person connect their Google Calendar or Outlook calendar.
    • On Crew and Company, review the built-in automations and their pause switches, and add your own rules.
    • Turn on phone & texts if you want calls and texts on a business number ($79/mo on Solo and Crew, included in Company).
    • Set up email templates and signatures, payment plans, the client portal, and the crew portal (English or Spanish).
  5. Go live.
    • Price book imported and spot-checked.
    • Open jobs entered with their stage and payment plan.
    • Website forms sending new leads to ECHOPS.
    • Calendar connected and booking page set up.
    • Team invited, roles set, 2-step on.
    • A test quote sent to yourself, opened and signed.
    • Clients on open jobs invited to the portal.
    • Old files saved on the right projects.
Run both side by side for a while. Keep finishing jobs already in progress in Jobber, and start new leads and quotes in ECHOPS. When the open jobs are done and your exports are saved, cancel Jobber. Check your billing terms first so you know when access ends.

Want a hand?

White-glove setup is $499 once, and free with Company billed yearly. There’s no setup fee if you do it yourself, and the 14-day free trial needs no credit card.

Start free trialSee onboarding

Compare first: ECHOPS vs Jobber. Or read how switching to ECHOPS works.

FAQ

Questions about leaving Jobber

Can I bring my Jobber clients into ECHOPS?

Yes. Export clients from Jobber as CSV (an admin has to do it), then import them into ECHOPS as leads. Add an ID column so you can re-import later to update rows without creating duplicates.

Does ECHOPS import old quotes and invoices?

No. ECHOPS imports leads, past jobs, service tickets, time sheets and your price book from CSV. Keep Jobber’s quote and invoice exports for your records, save PDFs on the project, and rebuild open quotes in ECHOPS so clients can sign online.

What happens to my Jobber data after I cancel?

Jobber’s help center says access lasts until the end of the billing period, or the full term on annual or 1-year plans, and after that you lose access to your account data. If you permanently close the account, the information is no longer retrievable. Export first.

Can the ECHOPS team help with the move?

Yes. White-glove setup is $499 once, and free with Company billed yearly. See onboarding.

How do I cancel my Jobber subscription?

An admin cancels it in Jobber. With no commitment, the plan ends at the end of the billing period; with a 1-year commitment, you keep paying monthly until the 12 months are up; billed annually, access runs to the end of the term and the payment isn’t refunded (checked October 16, 2026). This isn’t legal advice. Export your data first, then start your ECHOPS trial.

How do I cancel a Jobber free trial?

You usually don’t need to: Jobber’s 14-day trial needs no credit card, and near the end it asks you to enter billing details. If the trial expires first, Jobber says “nothing will be deleted” (checked October 16, 2026). Export what you need before you move on. ECHOPS also has a 14-day trial with no card, and your workspace is ready in minutes. See ECHOPS vs Jobber.

How do I export invoices from Jobber?

Through reports: Jobber’s help center says reports, including invoice and payment reports, export as CSV files sent by email, on select plans. Do it before you cancel, because once access ends you lose your account data (checked October 16, 2026). ECHOPS doesn’t import old invoices, so keep the files for your records and set open balances up as payment plans. See contractor invoicing software.

Sources

  1. Export Client Information
  2. Clients Report
  3. Reports Basics
  4. Requests Report
  5. One-Off Jobs Report
  6. Quotes Report
  7. Invoices Report
  8. Invoice and Payment Reports
  9. Products & Services List
  10. Visits Report
  11. Timesheets
  12. Files and Media Library
  13. Cancel Your Jobber Subscription
  14. How Do I Permanently Close My Account?

Jobber help pages checked October 16, 2026. Menus and limits change; follow Jobber’s current help center if it differs. ECHOPS details are from our pricing and features pages.

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