Switch from Jobber to Thorbis
Thorbis lets you switch from Jobber and start just as simply — customers, scheduling, estimates, invoicing, and payments work from day one. The difference is what comes next: you can grow into dispatch, service agreements, inventory, payroll, and reporting on the same platform, so you don't face another migration when you add trucks. Guided migration moves your data with a validation step before cutover.
- Guided migration
- Validation before cutover
- Unlimited users
Signs you're ready to leave Jobber.
- You're adding trucks faster than a lightweight scheduling tool can keep up with.
- You want a real dispatch board instead of coordinating jobs by text and calendar.
- You're ready to sell memberships and service agreements, not just one-off jobs.
- You want one platform that still fits when you reach a few crews and an office team.
What migrates from Jobber.
We never claim every record type moves from every tool. Here's what comes over from this source, and what doesn't move cleanly.
- Customers
- Contacts
- Locations
- Jobs
- Appointments
- Estimates
- Invoices
- Payments
- Outstanding balances
- Price books
- Notes
- Tags
- Files
- Photos
- Team members
- In-app conversation threads don't always export cleanly — we bring over what Jobber makes available and flag the rest.
- Recurring-job rules are reviewed and rebuilt as Thorbis service agreements rather than copied one-for-one.
Three tracks keep the switch controlled.
Migration is not just import, then hope. Data, team approvals, and cutover readiness are handled as separate workstreams before go-live.
Records with review points
Customers, Contacts, Locations, Jobs
Roles and approvals
You're adding trucks faster than a lightweight scheduling tool can keep up with.
Go-live only after validation
In-app conversation threads don't always export cleanly — we bring over what Jobber makes available and flag the rest.
Validated before you go live.
- 1
Export
We pull your data out of your current tool using its export or API, so nothing is retyped by hand.
- 2
Mapping
Each field from your old system is mapped to its home in Thorbis, including your custom fields and tags.
- 3
Staging
The mapped data lands in a staging copy first, separate from your live workspace, so nothing goes live unchecked.
- 4
Validation
You review a validation report — record counts, balances, and unmapped fields — and sign off before anything cuts over.
- 5
Parallel operation
You can keep your old tool open alongside Thorbis while you confirm the data matches what you expect.
- 6
Cutover
When you approve, your workspace goes live with the validated data and your team starts working in Thorbis.
- 7
Reconciliation
We compare key totals — customers, open jobs, and outstanding balances — against your old system to confirm they line up.
- 8
Rollback preparation
Your original export is kept so the import can be corrected and re-run if validation surfaces a problem.
- 9
Post-launch review
After you're live, we walk through any records the importer flagged so nothing is left in limbo.
The important part is the review.
A switch from Jobber should leave your team with a clear list of what was checked, what needs attention, and when the workspace is ready for daily work.
- 1Review imported customer records
- 2Confirm open jobs and balances
- 3Validate price book items
- 4Invite the team after sign-off
A cleaner switch starts before import day.
The migration plan should make ownership, timing, and exceptions obvious before your team starts using Thorbis as the daily system.
Freeze window
Choose the point when edits stop in the old system, so the final import has a clear source of truth.
Owner sign-off
Assign one person to approve records, balances, price book items, and team access before rollout.
Exception list
Keep anything that does not map cleanly in a visible review list instead of hiding it in the import.
Rollback notes
Document what remains in the old account and what should be checked if the team pauses rollout.
You sign off before anything cuts over.
Before cutover, you review a validation report and confirm the data matches your old system. The example below uses sample data to show the shape of that report, it is not a real customer's data.
Common questions.
Will switching from Jobber be a big change for my team?
The day-to-day basics — booking jobs, sending estimates, invoicing, and taking payment — work the same way from day one. You only add new capabilities like dispatch or memberships when you're ready for them.
What happens to my open jobs and unpaid invoices?
Open jobs, invoices, and outstanding balances are part of the guided migration, and you review them in a validation report before cutover so the numbers match what you see in Jobber.
Will I have to migrate again when I grow?
No. Dispatch, service agreements, inventory, payroll, and reporting are all on the same platform, so growing means turning on a module — not switching software.
Other switches.
Guided migration moves your data with a validation step before cutover, so you switch with your data verified, not on a fixed clock.
Reserve early access