Switch from Jobber to Helix

Complete migration guide. 1-2 hours. easy difficulty.
$69/month → $279 once. Every step documented.

Difficulty: easy Time: 1-2 hours Data Portability: 8

Bottom Line

Switching from Jobber to Helix takes 1-2 hours. Jobber at $69/month costs $2,778 over 3 years. Helix is $279 once — you save $2,499 over that period. Most of your data transfers directly. You can run both in parallel until you are confident. 30-day money-back guarantee means zero risk. 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.

What Transfers from Jobber

Transfers Fully

Needs Manual Work

Nothing — everything transfers

Does Not Transfer

Nothing critical lost

Step 1: Export from Jobber

Before you do anything in Helix, get your data out of Jobber. This is the most important step — once you have your export files, the rest is straightforward.

1

Export Clients

2

Export Properties

3

Export Jobs/Work Orders

4

Export Invoices

5

Document Your Products/Services

Step 2: Import to Helix

With your export files ready, importing into Helix takes about 15 minutes. Helix walks you through the data mapping — you tell it which columns in your CSV match which Helix fields.

1

Import Clients to Connect

2

Create Services

3

Configure Schedule

4

Set Up Invoice Template

Your First Week Checklist

After import, work through this checklist during your first week. Keep Jobber active as a backup until you have checked everything off.

Import all clients and properties
Build 10 core services
Configure schedule template
Run 5 jobs through Helix
Test Crossroads drag-and-drop workflow
Set up at least one Cascade automation

Once everything checks out: cancel your Jobber subscription. Download a final backup for your records first.

The Math on Switching

Jobber at $69/month costs $828 in year one. With 11.4% annual SaaS inflation, year two costs $922 and year three costs $1,028. Over 3 years: $2,778. Over 5 years: $5,198. Helix is $279 once. You save $2,499 over 3 years. The migration takes 1-2 hours. The break-even point is 5 months. After that, every dollar Jobber would have charged you stays in your pocket.

Common Questions About Switching from Jobber

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 minutes for most schedules.

Get Helix — $279 Once

30-day money-back guarantee. Export from Jobber first, then decide.

Guide updated March 2026. Pricing verified.

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