Switch from Jobber

Switching from Jobber, step by step

Jobber is good general field-service software, built for plumbers, landscapers and HVAC as much as for cleaners. If you keep bending it to fit how a cleaning company actually runs, this page is the move: what comes across, what does not, and the three steps.

The move, in three steps

1

Export from Jobber

  1. In Jobber, open Clients, choose More actions → Export clients, and save the CSV. Property addresses and client notes are in it.
  2. For your schedule, open Reports → Visits (or Recurring jobs), export the CSV, and send it to sales@purvago.com. We set up your recurring cleans from it, free, within a business day.
2

Upload to PurVago

In PurVago go to Clients → Import, choose the Jobber preset and upload the customer file. Columns are matched for you; check the preview and confirm. Or email the files to sales@purvago.com and we load everything within a business day, free.

3

Invite the team and go

Invite each cleaner from Team. They install the PurVago app and sign in. Turn on customer reminders and on-the-way texts, and the next visit runs from PurVago.

What carries over, and what stays behind

No surprises. This is the full list.

Comes across

Clients and contacts

Names, company names, emails, phones, billing address and client notes, plus any custom fields you added.

Properties

Service addresses, property notes and access details. Each Jobber property becomes a home under the client in PurVago.

Recurring cleans

Send us your Jobber visits or recurring jobs export and we recreate the plans (day, frequency, duration, price). Or add them yourself from the Schedule page; a plan takes under a minute.

Your team

Invite each cleaner by email or text from Team. They install the PurVago app and sign in.

Your prices

Enter your per-room or per-hour pricing once in Settings and every estimate, including photo estimates, uses it.

Stays in Jobber

Invoice and payment history

Old invoices and payments stay in Jobber. Export them before you close the account; PurVago starts a clean ledger.

Saved customer cards

Cards saved with Jobber Payments cannot be moved. Customers add a card once, in one tap, when they pay their first PurVago invoice.

Quotes, job forms and message history

Past quotes, completed job forms and sent messages do not move. Open quotes are worth re-sending from PurVago, which gives customers a portal link to accept and pay.

Jobber marketplace integrations

Zapier, Mailchimp and similar connections are Jobber-specific. PurVago syncs with QuickBooks Online and Gusto, and has an API for the rest.

Online booking

Replace Jobber's request form on your website with your PurVago quote page, which also takes room photos and video walkthroughs from customers.

Why cleaning companies make the switch

1

Built for cleaning, not every trade

Homes with bedrooms and bathrooms, gate codes and pets, per-home checklists, two-person crews per visit, and a QA scorecard your office fills after a walkthrough. None of it needs a workaround.

2

Estimates from photos and video

Customers snap or record their rooms. PurVago counts the spaces and drafts the estimate with your prices. Jobber quotes are typed by hand.

3

Unlimited users on one price

Jobber prices by plan and by user seat. PurVago Team and Business include unlimited team members, so growing the crew never grows the bill.

The week you switch. A short checklist owners have found useful.
  • Export your invoices from Jobber before the account closes, for your records and your accountant.
  • Keep Jobber open until the last invoice sent from it is paid. Run everything new in PurVago.
  • Tell customers once: "You'll get texts and invoices from PurVago from now on." PurVago's first invoice email invites them to the portal.
  • Swap the booking link on your website and Google Business Profile to your PurVago quote page.
  • Walk the crew through the app on their first morning: Today, the checklist, photos, clock in.

Start the trial, then send us the files

14 days free. A card is required to start, nothing is charged during the trial, and you can cancel before it ends at no cost. Email your exports to sales@purvago.com the same day and your customers and schedule are loaded before you finish setting up.

Jobber is a trademark of its owner. PurVago is not affiliated with Jobber. Export paths are from Jobber's product as of September 2026 and may move; tell us at sales@purvago.com if a step here is out of date.

Questions people ask before switching from Jobber

How long does the move from Jobber take?

Exporting clients takes a minute and uploading them takes another. Recurring cleans are set up by us from your visits export within a business day, or by you from the Schedule page. Most companies are fully running in PurVago within a week, with the trial covering the overlap.

Will my Jobber recurring jobs carry over?

Yes, with a little help. Jobber does not export recurring jobs in a form we can load automatically, so send us the Visits or Recurring jobs report and we recreate them as PurVago recurring plans, free. You can also add them yourself; each takes under a minute.

What does not carry over from Jobber?

Invoice and payment history, cards saved with Jobber Payments, past quotes, job forms, message history and marketplace integrations. Export invoices before closing the account; customers add a card once in the PurVago portal.

What does Jobber have that PurVago does not?

A built-in phone line, route planning across many stops, and a large integration marketplace. Jobber also offers customers financing on a quote, though that is built for trades selling five-figure jobs rather than for cleaning, so it rarely matters here. If one of the first three is essential to how you run, we say so honestly: stay.

Does PurVago charge per user like Jobber?

Once, at a single step. Solo is a single-user plan for owner-operators working alone, at $49 a month for up to 40 jobs. The moment you have a team you move to Team at $129 a month, and from there every cleaner you add is free, employees and contractors alike. Business is $299. So there is one price change when you stop working alone, and none after it.