THE SWITCH ITSELF
Bring your client list and your price book with you.
Two CSVs out of Jobber, two taps into QuoteIron. Your customers and your prices come across — no retyping a book you already built.
Getting the files out of Jobber. We ran this on a live Jobber account, so these are the real clicks, not a guess. Your price book is Settings → Products & Services → Export CSV — on our small test account that downloaded instantly; Jobber's help center says a list of 50 or more items is emailed to you instead. Your client list is Clients → More Actions → Export Clients, and you have to change the format to CSV, because vCard is what Jobber picks by default. Jobber doesn't hand you the client file directly: it emails it to the account owner, so check your inbox. Each file caps at 1,500 clients; past that Jobber sends more than one.
Getting them into QuoteIron. Open Settings → Import & Export → Import from Another App — the Book and Clients tabs show the same button while they're empty — and choose the file. QuoteIron reads your column names, works out on its own whether it's a client list or a price book, and shows you the first rows before it touches anything. If it guessed a column wrong, you re-point it yourself from a dropdown. Nothing gets added until you tap the import button, and one tap undoes the whole batch if you don't like what landed. Clients come in with name, phone, email, address, and notes. Price-book jobs come in at your prices, held as a fixed price, so later changes to your labor rate or markup can't quietly move numbers you already trust.
The file never leaves your phone. It's read on your device, inside the app. Nothing about it is uploaded — not the file, not your prices, not your customers' names, addresses or numbers. Your client list can't leak from our server, because it never reaches our server. That's the part most of these migrations get wrong.
Jobber is the one we've tested end to end against real exported files — the client list and the price book both. It also reads the CSV exports from Housecall Pro, Square, QuickBooks, FieldPulse, and Joist: those we've built to match each app's published export format rather than proven against a real file, so we'll call that compatible, not battle-tested. And underneath all of it there's a plain fallback — any app that exports a CSV with a row of column names will work, because you can always point our fields at your columns by hand before anything is imported. One caveat if you're also on Housecall Pro: HCP's own help center says Profit Rhino price-book data can't be exported at all, by anyone, so that catalog can't come with you. That's their limit, not ours.
Mind Jobber’s billing terms before you cancel. Per Jobber’s Terms of Service (read October 27, 2026), an annual plan has to be cancelled at least 30 days before its renewal date or it renews for another year, and its fees are non-refundable, including partial months and unused months. A cancellation during an annual term billed monthly ends the plan at term end and the scheduled payments are still owed. Do the exports first, then check your renewal date. The step-by-step is in how to cancel Jobber, and the card-fee side of the move is in card processing fees compared.
What doesn't come over is job, quote and invoice history — that's the least standardized data in this whole category, and we'd rather say so than fake it. Your book and your clients move; jobs start fresh. Pull your Reports history out of Jobber as CSV for your own records before you go, and if you're leaving for good, the full cancel-Jobber steps cover the renewal-date and refund gotchas too.
From there it's the same offline-first setup covered above — your book lives on your device, backs itself up encrypted automatically, and one tap exports a full JSON copy plus an income CSV any time. If you ever need to leave QuoteIron too, you leave with everything — no support ticket required.
Import is built into the QuoteIron app on iPhone and Android. Jobber's export click-paths above were captured first-hand from a live Jobber account, August 2026, and checked against Jobber's help center in September 2026.
