Jobber → HELIX

Difficulty: easy Time: 1-2 hours Portability: 8/10

Migration Summary

Switch from Jobber to Helix in about 1-2 hours. Export your data as CSV, import into Helix, set up your services. Run both in parallel for a week, then cancel Jobber. $69/month → $279 once.

What Transfers

Transfers Fully

✓ Clients with complete contact details

✓ Properties/service locations

✓ Job and visit history

✓ Invoice records

✓ Quote history

Transfers Partially

~ Custom fields (manual mapping needed)

~ Notes and comments (plain text)

~ Photos (URLs — download before canceling)

Needs Rebuilding

✗ Route optimization history

✗ Client hub configurations

✗ Automated follow-up sequences

✗ Team GPS tracking data

Step 1: Export from Jobber

Export Clients

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

3 minutes ⚠ Jobber separates 'clients' from 'properties' — grab both exports

Export Properties

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

3 minutes ⚠ Properties link to clients via client ID — keep both files for reference

Export Jobs/Work Orders

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

5 minutes ⚠ Large accounts may want to export by year to avoid timeouts

Export Invoices

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

3 minutes ⚠ Invoice payments may be separate export — grab if needed for accounting

Document Your Products/Services

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

10 minutes ⚠ Jobber product exports may be cleaner than competitors — use directly as reference

Step 2: Import into Helix

Import Clients to Connect

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

10 minutes

Create Services

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

20 minutes

Configure Schedule

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

10 minutes

Set Up Invoice Template

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

10 minutes

First Week Checklist

Import all clients and propertiesBuild 10 core servicesConfigure schedule templateRun 5 jobs through HelixTest Crossroads drag-and-drop workflowSet up at least one Cascade automation

All checked? Cancel your Jobber subscription. Download a final backup first.

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.

Common Questions

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. Cancel Jobber after your first week with Helix.