Switching from Jobber to Opsler: What It Takes
You've outgrown Jobber's tier limits. Here's how to make the switch without losing momentum.
TL;DR
Switching from Jobber to Opsler takes 3-5 days for most teams. Export your customer data as CSV, import it into Opsler, pick your industry preset, add your team, and go live. Opsler helps with the migration at no extra cost. You can run both platforms in parallel so there's zero downtime.
Why Are Businesses Leaving Jobber?
It's usually not because Jobber is bad. It's because you've grown. You started on Core, moved to Connect, and now you're eyeing Grow at $249/mo — and you're still missing features you actually need. No Good/Better/Best estimates. No invoice approval workflow. No free branded website.
At some point, the math just doesn't work. You're paying more for less than what Opsler includes at $149/mo. So let's talk about how to actually make the switch.
The Step-by-Step Migration Playbook
Step 1: Export Your Data from Jobber
Log into Jobber and export your customer list, job history, and invoices as CSV files. Jobber makes this straightforward — go to your customer list, hit export, and download the file. Do the same for your job records and invoice history. The whole export takes about 15 minutes.
Step 2: Import Into Opsler
Opsler accepts CSV imports for customers, service history, and pricing data. Upload your files, map the columns (Opsler auto-detects most fields), and confirm. Your entire customer database shows up in Opsler within minutes. Not hours. Minutes.
Step 3: Pick Your Industry Preset
This is where it gets good. Instead of building everything from scratch like you did in Jobber, pick your trade — HVAC, plumbing, pest control, electrical, whatever you do. Opsler loads your terminology, pre-configures services, and sets up your pricebook structure. An HVAC company sees "Service Calls" and "Maintenance Agreements." A pest control company sees "Treatments" and "Follow-ups."
Step 4: Add Your Team
Invite your technicians and office staff. Each person gets an account with role-based permissions — your techs see the mobile app, your office team sees the dispatch board. The first 5 users are included in your $149/mo plan. Additional users are $29/mo each.
Step 5: Run in Parallel, Then Go Live
We recommend running both Jobber and Opsler side by side for 3-5 days. Schedule new jobs in Opsler while your team finishes existing Jobber jobs. Once everyone's comfortable, cancel Jobber and you're done. Clean break. No drama.
What About the Learning Curve?
If your team can use Jobber, they can use Opsler. The interface is clean and intuitive. But here's the difference — Opsler won't feel like it's hiding features behind a paywall. Everything is right there. Your techs will actually have more tools at their fingertips, not fewer.
Most teams are fully productive within 2-3 days. And the features you couldn't access on Jobber — like 3-tier estimates and invoice approvals — those start generating value immediately.
What Do You Gain by Switching?
Good/Better/Best estimates from day one
Start presenting 3-tier pricing on-site immediately. Businesses that switch from single-price quoting to GBB estimates typically see average tickets jump 30-50%. That pays for the switch in the first week.
Invoice approval workflow catches revenue leaks
Every invoice gets reviewed before it reaches the customer. No more $0 invoices going out. No more wrong discounts. No more missing labor charges. This one feature alone can save thousands per year.
Offline-first tech app that actually works
Your techs can complete full jobs — photos, signatures, work orders — without any cell signal. Basements, rural areas, dead zones. Everything syncs when they're back online.
Free migration support
Opsler's team walks you through the entire migration. Data export, import mapping, team setup — all at no extra cost. You don't pay an implementation fee. You don't pay a setup fee. It's included.
Frequently Asked Questions
No. Jobber lets you export customers, jobs, and invoices as CSV files. You import those directly into Opsler. Customer names, addresses, phone numbers, email addresses, and service history all transfer over. Nothing gets lost in the move.
Most businesses complete the switch in 3-5 days. Day one is export and import. Day two is configuring your industry preset, adding team members, and setting up your pricebook. Days three through five are running both systems in parallel so your team gets comfortable. Some businesses go faster — we've seen same-day switches for smaller teams.
Yes. Opsler's team helps you migrate at no extra cost. We'll walk you through the data export from Jobber, handle the import into Opsler, and make sure everything maps correctly. You won't be left figuring it out alone.
Absolutely. We actually recommend it. Keep Jobber active for a few days while your team gets used to Opsler. Once everyone's comfortable and your data is verified, cancel your Jobber subscription. No gaps in service.
You have two options. Export upcoming jobs and import them into Opsler before the switch date, or manually create them in Opsler during the overlap period. For most businesses, entering upcoming jobs manually takes an hour or two since you're typically only looking at the next week or two of scheduled work.
More About Jobber
Deep-dive comparisons and guides for Jobber vs Opsler.
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Ready to Run Your Business Without the Chaos?
Scheduling, dispatch, estimates, invoicing, customer portal, review management, and a free branded website — all in one plan at $149/month.
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