Migration
Moving from Jobber to ServiceM8
Jobber exports client lists as CSV (up to 1,499 clients a file) and any report as a CSV emailed to you, per its own help centre, and ServiceM8 imports clients and job history from CSV. Jobber only connects to QuickBooks Online, not Xero, so an Australian business often moves its accounting to Xero at the same time, which is worth planning first.
Last checked 25 Sep 2026 against the sources listed at the end of this page.
Moves cleanly
- Clients, via Jobber's dedicated CSV or vCard export (up to 1,499 per file)
- Xero contacts and items, once you have moved your accounting from QuickBooks Online to Xero and connected ServiceM8 to it
- Report data (job lists, invoice lists, timesheets), via Jobber's Export Excel Copy on any report, delivered as a CSV by email
Moves with work
- Job history, rebuilt as a CSV from Jobber's exported reports, then imported into ServiceM8's job history import as text records
- Quotes and invoices, as individually downloaded PDFs plus report level totals, since Jobber has no bulk quote or invoice export
- Price list and service items, retyped from a Jobber items report into ServiceM8's Materials & Services CSV template
- Tax setup, rebuilt in ServiceM8 or Xero, since Jobber does not sync tax names and rates into QuickBooks and its own tax groups do not export
Does not move
- Any single combined export of jobs, quotes and invoices (Jobber has no bulk export beyond clients and individual reports)
- The QuickBooks Online sync itself (Jobber has no Xero connection at all, per its own help centre)
- Dates, phone numbers and currency in the format you expect, unless you have set Company Settings to Australia before exporting
- Your account and its data once permanently closed (Jobber says removed information is no longer retrievable; export first)
How long it takes
| Business size | Realistic time |
|---|---|
| Sole trader, Xero already in use | FFP estimate: 1 to 2 days of your time |
| 3 to 5 person crew, moving from QuickBooks Online to Xero at the same time | FFP estimate: 2 to 3 weeks, split between the accounting move and the ServiceM8 setup |
| 10+ staff with a full QuickBooks Online to Xero migration | FFP estimate: 4 to 6 weeks, driven by the accounting cut over rather than ServiceM8 itself |
Jobber was not built with Australia as the default market
Jobber's own regional settings let you set date format, 12 or 24 hour time, first day of the week and country, and country choice drives currency automatically, defaulting to USD if your country is not otherwise supported. Jobber's tax settings do support Australia directly: setting your country to Australia and entering a Tax ID number makes invoices say "Tax Invoice" and shows the ID on every quote and invoice, and tax rates can be named and grouped, which covers GST. Before you export anything, check Company Settings so your date format, time format and currency are what you expect an AU export to look like, rather than assuming Jobber already matches ServiceM8's defaults.
Exporting: a client CSV, and reports for everything else
Jobber's dedicated client export produces a CSV or vCard file with tags, property addresses, contact information and custom fields, limited to 1,499 clients per file and available on select plans. There is no equivalent one click export for jobs, quotes or invoices. Instead, Jobber's own account closure article describes exporting any report as a CSV file emailed to you within about 15 minutes, and downloading individual quotes, jobs and invoices as PDFs through More Actions. Plan on a client CSV plus a handful of report exports (job and invoice reports at minimum) rather than one migration file.
QuickBooks Online, not Xero, and what that means for your accounting
Jobber's help centre documents syncing to QuickBooks Online (both the US and Global editions) and does not mention Xero at all. If your business runs Jobber with QuickBooks Online today and wants ServiceM8 with Xero, which is the more common accounting pairing for Australian trades, you are really running two migrations at once: software and accounting. Do the accounting move first, or at least in step, because ServiceM8's own Xero connection imports contacts and items automatically once it is live, which can replace a chunk of your Jobber client export entirely.
Field map: Jobber to ServiceM8
Exports available from Jobber: CSV or vCard: client list, tags, addresses, contacts and custom fields, up to 1,499 clients per file, CSV: any report, via Export Excel Copy, delivered by email within about 15 minutes, PDF: individual quotes, jobs and invoices, one at a time via More Actions, PDF: batch invoice delivery for invoices awaiting or past payment.
| Jobber | ServiceM8 | Notes |
|---|---|---|
| Jobber client first name, last name, company | ServiceM8 client name | Jobber's export headers may not match ServiceM8's template; check the preview before confirming. |
| Jobber street 1, street 2, city, state, zip code, country | ServiceM8 client billing address | Jobber's address fields are separated, which suits ServiceM8's own template columns well. |
| Jobber tags and custom fields | ServiceM8 client tags or notes | Decide which Jobber tags are worth keeping before the import; not all will have a direct ServiceM8 equivalent. |
| Jobber report rows (job, invoice, timesheet) | Job history text record | Searchable history only. Combine several report exports if you need job, quote and invoice detail together. |
| Jobber tax name and rate (for example GST) | ServiceM8 or Xero tax rate | Jobber does not sync tax names into QuickBooks, so rebuild your GST setup directly rather than relying on an export. |
| Jobber invoice number | ServiceM8 or Xero invoice numbering | Start ServiceM8 numbering above your last Jobber invoice to avoid a clash once Xero is connected. |
Gotchas
- Set Company Settings (country, date format, currency) to Australia before you export anything, so your CSVs and PDFs already look right rather than needing a clean up pass.
- Jobber's client export caps at 1,499 clients per file. If you are larger than that, expect more than one export file to merge.
- There is no bulk export for jobs, quotes or invoices. Budget time to pull reports and PDFs rather than expecting one export button.
- Jobber only connects to QuickBooks Online. If you want Xero with ServiceM8, plan that accounting move as its own project, not a side effect of switching field service software.
- Jobber does not sync tax names and rates into QuickBooks. Rebuild your GST setup directly in ServiceM8 or Xero rather than trusting an export to carry it.
- Export everything you need before requesting a permanent account closure. Jobber says closed account data is not retrievable.
- Test your report based job history CSV in ServiceM8's free 14 day trial with a small batch before loading everything.
Sources
- Jobber's client export produces a CSV or vCard file containing tags, property addresses, contact information and custom fields, limited to 1,499 clients per file, and is available only on select plans. Jobber Help Center, checked 25 Sep 2026.
- Before permanently closing a Jobber account, users are told to export reports as a CSV file via Export Excel Copy (delivered by email within about 15 minutes) and to download quotes, jobs and invoices as PDFs, since account data is not retrievable after closure. Jobber Help Center, checked 25 Sep 2026.
- Jobber's regional company settings include country (which determines currency), timezone, date format, 12 or 24 hour time format, and first day of the week. Jobber Help Center, checked 25 Sep 2026.
- Setting a Jobber account's country to Australia and entering a Tax ID number makes invoices display 'Tax Invoice' along with the Tax ID, and Jobber supports naming individual tax rates and combining them into tax groups. Jobber Help Center, checked 25 Sep 2026.
- Jobber does not sync tax names and rates into QuickBooks; only the tax rate values are matched during synchronisation. Jobber Help Center, checked 25 Sep 2026.
- Jobber's QuickBooks Online integration supports both the US and Global versions of QuickBooks Online, and Jobber's help centre documents no equivalent Xero integration. Jobber Help Center, checked 25 Sep 2026.
- ServiceM8 bulk imports clients and materials from a CSV template with a field mapping and preview step, and accounts connected to Xero, QuickBooks Online or MYOB get clients and items imported automatically on connection. ServiceM8 Help Center, checked 25 Sep 2026.
- ServiceM8 can import text records of job history from a CSV export, started from the green notice on the Online Dashboard Home screen, at no charge, and it can be tried during the free 14 day trial. ServiceM8, checked 25 Sep 2026.