How to migrate from Jobber to Vexor (step-by-step, ~4 hours)

Total time: About 4 hours of focused work for a 5-person crew. Larger teams scale roughly linearly with photo volume.

What transfers, what doesn't

Vexor's CSV importer reads the same exports Jobber gives you — customers, jobs, quotes, and invoices all map cleanly. Time entries and payroll history don't bulk-import (those stay in Jobber for historical reference). Photos require a per-job download from Jobber + re-upload into Vexor; we're working on a direct importer but it's not shipped yet. PDF templates have to be rebuilt — Vexor's drag-drop builder takes about 10 minutes per template.

The plan

1. 1. Inventory what's in your Jobber account

   10 min

   Before exporting anything, get a clean picture of what you're moving. Open Jobber → Customers, note the count. Open Jobs, filter by Active and note the count. Same for Quotes (Open) and Invoices (Outstanding). Write these counts down — you'll verify against them after the import. This step takes 10 minutes and saves hours of "did everything actually come over?" anxiety later.

2. 2. Export your data from Jobber

   20 min

   In Jobber: Settings → Data export. Request a CSV export for each entity (Customers, Jobs, Quotes, Invoices). Jobber emails you a download link, usually within 5 minutes. Save all four files locally in a folder named something like "Jobber-export-2026-05" so you can re-reference if needed.

   • Customers CSV (contact info, addresses, custom fields)
   • Jobs CSV (status, dates, customer link, descriptions)
   • Quotes CSV (line items, totals, status)
   • Invoices CSV (line items, totals, payment status)

3. 3. Download job photos from Jobber

   1-3 hours (depends on photo volume)

   This is the most tedious step. Jobber doesn't offer a bulk-photo export, so you'll need to open each job individually, click the Photos tab, and download in bulk per-job. For an active workspace with hundreds of jobs, this can take a few hours — but you can do it over a weekend in the background. If you're only moving forward-looking work (skipping historical photo archives), you can skip this step and reference Jobber for old job photos as needed.

4. 4. Start a Vexor free trial

   5 min

   Go to vexorapp.com → Start free trial. No credit card. Pick the plan that matches your team size: Field ($99) for solo or 1-3 person teams, Field ($99) for 5-15 person crews, Operations ($199) if you need invoicing + profit + client portal. You can change tiers any time, so don't overthink this — start with what looks right.

5. 5. Import customers + jobs via CSV

   20 min

   In Vexor: Settings → Import. Upload the Customers CSV first (Vexor builds the customer records), then Jobs (Vexor links each job to its existing customer). Quotes and invoices import after jobs because they need both customer and job references. Vexor shows a preview before committing the import, so you can spot mapping issues and fix them before the data lands. ~5 minutes per CSV; the system reports row counts so you can verify against your step-1 inventory.

6. 6. Rebuild your top 3 PDF templates

   30-45 min

   In Vexor: Settings → PDF templates. The default templates are clean but generic — most contractors want their logo, brand colors, signature blocks, and standard terms-of-service text. The drag-drop builder lets you copy your existing layout from Jobber within ~10 minutes per template. Do your quote template, invoice template, and JSA template first (in that order — those are what your team uses daily).

7. 7. Add your team members

   15 min

   Settings → Team. Add each office user with their email; they get an invite link. Field crew users use a 4-digit PIN scoped to their device — no email needed. Set roles (Owner, Admin, Office, Field) appropriate to each person. Vexor's role system supports custom permissions on the Operations plan if you need finer control.

8. 8. Run a parallel pilot job

   1 day (background, not blocking)

   Pick a new job (not one mid-cycle in Jobber) and run it entirely through Vexor end-to-end: quote → scheduled → JSA → photos → daily logs → invoice. Don't cut everything over yet. The goal is to surface any "wait, how do I do this in Vexor" questions BEFORE you've put your whole business on it. Most teams find 2-3 small workflow questions and answer them in a day.

9. 9. Switch your scheduling forward

   1 hour

   Once the pilot job is comfortable, switch your scheduling forward — new dispatches go into Vexor, existing in-flight jobs finish in Jobber. This is the actual cutover point. Don't try to backfill old in-flight jobs; finishing them in Jobber is faster than moving partial state across systems.

10. 10. Cancel Jobber from the Settings page

    5 min

    Once Vexor is running smoothly and you've exported everything you need, cancel Jobber. Settings → Billing → Cancel subscription. Month-to-month plans cancel immediately; annual plans keep service until the renewal date. Keep your Jobber export files in case you need to reference old data.

Common gotchas

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30-day free trial. Cancel anytime — no charge if you cancel before day 30. Run parallel with Jobber for as long as you need — Vexor is month-to-month with no early-termination fee.