How do you export data from Jobber or Housecall Pro?
Both Jobber and Housecall Pro support full data export for migration. Each has its own quirks — Jobber exports CSVs through settings with attachments separate, Housecall Pro relies on a support-ticket process for the complete archive. This post covers how to actually get everything out cleanly.
Jobber: the self-serve route
Jobber lets you export the main entities — clients, requests, quotes, jobs, invoices — as CSV directly from settings. Navigate to your account settings, find the data export section, and download each entity. Attachments (photos, signed PDFs) don't come with the CSVs — you'll need to either download them manually from each job record, or use Jobber's API to pull them programmatically. For a contractor with under 100 active jobs, manual download is feasible but tedious. For larger operations, hire a developer for a few hours or use a migration service.
Jobber: the API route
If you have a developer, Jobber's GraphQL API gives access to everything — including attachments, communication history, and custom fields that aren't in the standard CSV export. You'll need a Jobber API key (request from support if not visible in settings) and a basic script to walk each endpoint and dump JSON. This is the cleanest export but requires technical skills. Most contractor-facing migration services have pre-built scripts for this and charge $500-$2,000 for the full pull.
Housecall Pro: the support ticket
Housecall Pro doesn't have a true self-serve full export. You can download some lists (customers, invoices) as CSV from settings, but a complete archive — including job history, attachments, and notes — requires a support request. Open a ticket explaining you're migrating and need a full account export. They typically deliver a ZIP archive within 5-10 business days. If you're under time pressure, escalate the ticket. Be persistent — the more specific you are about what entities you need, the cleaner the export.
What to verify after export from either system
Same checklist regardless of source. Open the CSVs and confirm row counts match what the CRM dashboard reports. Spot-check 5-10 records to confirm fields are populated correctly. Verify attachments are actually in the archive, not just referenced by URL (URLs become dead links after you cancel). Check that pipeline statuses or job statuses translated cleanly — sometimes vendor exports collapse multiple internal statuses into one CSV value. If anything's missing, escalate before canceling your account.
Bottom line
Jobber exports are mostly self-serve; Housecall Pro requires a support ticket for the full archive. Either way, verify the export is complete before canceling your account.