The walkthrough

Switch from Jobber in one afternoon.

The thing that keeps people paying a crew-sized Jobber bill isn't love — it's the customer list. So we made the list the easy part. SideWRK reads Jobber's own client export directly: drop the CSV in and your customers land clean, reviewed by you before anything saves. Here's the whole move, start to finish.

Your trial covers the whole switch · Nothing to install · No lock-in on this side either

Four steps, no re-typing

1

Export from Jobber

Gear icon → Settings → Data Export. Jobber emails you a CSV of your clients. That file is yours — grab your invoice history export while you're in there, for your records.

2

Drop it into SideWRK

Open Customers → Import and drag the file in (or pick it from your phone). No mapping screens, no column matching — it reads Jobber's export format as-is.

3

Review the preview

Every row shows up editable before it saves, with duplicates flagged. Fix anything, skip anyone, then import. Your customer list is home.

4

Send your first estimate

Add your logo and license number in Shop, write up the next job, and text the estimate. Your customer approves from their phone — same day you switched.

What comes over — exactly

Names, done right

Jobber exports first and last names in separate columns — SideWRK combines them. Commercial clients with only a company name keep it, and when a contact has both, the company rides along in notes so nothing is lost.

Addresses, reassembled

Street, city, state, and zip come out of Jobber as four columns. They land in SideWRK as one clean address — the kind you can tap for directions from the job screen.

Phones and emails

Jobber's "Phone Numbers" cell can hold several numbers separated by semicolons. SideWRK keeps the primary one, so your tap-to-call button calls the right phone.

Tags become notes

Your Jobber tags land in the customer's notes, so "repeat," "gate code," or "net 30" knowledge survives the move.

The honest part: what doesn't come over

Old invoices and scheduled visits don't import — no app can move another app's job history cleanly, and anyone who claims otherwise is guessing with your books. Export your history from Jobber before you cancel and keep the file. SideWRK starts your paper trail fresh from the next job — and from that job forward you'll see something Jobber never showed you: your real profit on every ticket, not just the total.

And if your export comes out weird — half a spreadsheet, a PDF, a photo of a printed list — drop it in anyway. The AI import reads it into the same editable preview. Worst case, you fix a few rows instead of typing a hundred.

The list was the hard part. Not anymore.

Start the trial, move the list, send an estimate tonight.

Start free — no card