CSV import for the core records
Customers, service locations, jobs and pricebook items come across through the importer in Settings.
Switching
Switching from Jobber
Jobber is a well-made product and a good place to start. The friction usually shows up at the same point — when the crew grows past a dozen and the questions you want to ask outgrow what it reports on.
This page is probably for you if
- You are past fifteen employees and the per-user line keeps climbing
- Reporting stops exactly where your questions start
- Flat-rate book time is not a concept the software has
- Memberships and recurring agreements live in a spreadsheet
Side by side
Structural differences only. We have deliberately left prices off this table — the figures circulating for competitor pricing are inconsistent, and we are not going to quote a number we cannot source.
| Dimension | Jobber | ServiceFlow IQ |
|---|---|---|
| Pricing model | Tiered, with a per-additional-user charge | Priced per tier. Unlimited users at every tier |
| Job duration | Entered by hand per job | Sold hours per pricebook item, adjusted by the assigned technician's pace |
| Memberships | Recurring jobs, without membership accounting | Membership tiers with deferred revenue and renewal tracking |
| Dispatch | Calendar and map scheduling | Dispatch board, six views, live GPS, capacity forecasting, AI fit scoring |
| Reporting | A fixed report set | Sixteen built-in reports plus a custom builder with scheduled delivery |
| Sales | Quotes and requests | Canvassing with territories, routes and property data alongside estimates |
Getting your data across
Bring the whole team immediately
Because there is no per-user charge, there is no reason to stage who gets access. Add everyone on day one.
Start with the pricebook
Smart Start generates one with sold hours from your trade, which is usually the piece that did not exist before and takes longest to hand-build.
Where they are still the better answer
Where Jobber is still the better answer: small crews who want the simplest possible tool, and anyone whose work is genuinely quote-and-go without a pricebook. If that is you, switching would add ceremony without adding much.
Bring your numbers and we'll be straight with you
If it is not a fit we will say so on the call rather than after the migration.