Guías de Migración → Jobber

Jobber → HELIX

Dificultad: fácil Tiempo: 1-2 horas

Resumen

Puedes cambiar de Jobber a Helix en 1-2 horas. Exporta tus datos como CSV, impórtalos a Helix, configura tus servicios. Usa ambos en paralelo una semana y cancela Jobber cuando estés seguro. $299 una vez reemplaza tu suscripción de Jobber para siempre.

Paso 1: Exportar de Jobber

1

Export Clients

Settings → Import/Export → Export → Select 'Clients.' Choose all fields and download.

2

Export Properties

Same location → Export 'Properties.' This captures service addresses separate from billing addresses.

3

Export Jobs/Work Orders

Export 'Jobs' with all date ranges. Include all statuses for complete history.

4

Export Invoices

Export 'Invoices' — include paid, unpaid, and void for complete records.

5

Document Your Products/Services

Go to Products and Services section. Export or screenshot your service list with pricing.

Paso 2: Importar a Helix

1

Import Clients to Connect

Helix Connect → Import → Upload Jobber clients CSV. Map columns appropriately.

2

Create Services

Build your core service offerings in Helix Services. Reference Jobber export but consolidate where logical.

3

Configure Schedule

Set up working hours, default durations, and any recurring patterns.

4

Set Up Invoice Template

Customize your Helix invoice with logo, terms, and payment link.

Jobber users often feel like they're 'downgrading' when moving to Helix because Jobber has so many features. But most contractors use 20% of Jobber's features and pay for 100%. Helix focuses on the 20% that actually drives revenue. You'll feel lighter, not limited.

Preguntas Frecuentes

What about Jobber's client hub?

Jobber's client portal is theirs. Helix doesn't have a client portal yet — customers receive invoices via email/text with payment links.

Does Helix have route optimization?

Helix shows jobs on a map view, but doesn't auto-optimize routes. Most contractors find manual routing with map view sufficient. For complex routing, pair with Google Maps or Route4Me.

What about recurring jobs?

Helix handles recurring schedules in the Bookings module. You'll rebuild your recurring job templates, but the setup takes about 15 minutos for most schedules.

Obtener Helix — $299

Cancela Jobber después de tu primera semana con Helix.