Moving from Jobber.
Connect Jobber once. Otto reads your clients, jobs, quotes, invoices, notes and photos, shows you the plan, moves it all in and builds the automations a shop like yours runs. Nothing in Jobber changes until you say.
Otto is reading Jobber Sample, read onlyWhat comes across.
Row by row.
Everything Otto reads in Jobber, and where it lands here. You see this plan with your own counts before anything moves.
| In Jobber | Where it lands here |
|---|---|
| Clients | Customers, with service and billing addresses, tags, custom fields and lead source. |
| Jobs, one-off and recurring | Jobs on the calendar, with recurring visits kept on their schedule. |
| Quotes | Quotes, open and accepted. Open ones keep their follow-up, with your yes. |
| Invoices and payments | Invoices, paid and unpaid, with every payment matched. Open balances carry over. |
| Notes, photos and files | On the customer they belong to. |
| Price list | Your services and materials, with their prices. |
| Automations and templates | Built by Otto: the ones a shop like yours runs, and any you show him. Each stays off until you switch it on. |
| Your phone number | Does not move to us. You forward its calls to Otto's number, or get a new local number as an extra number. |
| Saved cards | Card numbers never move between payment companies. Those customers enter a card at their next payment. |
Comes acrossBuilt by OttoStays where it is
Keep your own copy
before you cancel.
Otto moves everything through the connection. Jobber's data can't be reached after your term ends, so take your own backup too: six exports, about 30 minutes, as an admin. Each step links to Jobber's help article.
- 1Clients
Export your client list. Jobber emails the file. Large lists come in parts of about 1,500 rows.
Clients, then Export
Jobber's help page (opens in a new tab) - 2One-off jobs
Open the One-off Jobs report and export to CSV.
Reports, then One-off Jobs
Jobber's help page (opens in a new tab) - 3Recurring jobs
Open the Recurring Jobs report and export to CSV. This keeps the visit schedules.
Reports, then Recurring Jobs
Jobber's help page (opens in a new tab) - 4Quotes
Open the Quotes report and export to CSV.
Reports, then Quotes
Jobber's help page (opens in a new tab) - 5Invoices
Open the Invoices report and export to CSV.
Reports, then Invoices
Jobber's help page (opens in a new tab) - 6Payments
Ask for the transactions list. Jobber emails it as an Excel file.
Reports, then Transactions
Jobber's help page (opens in a new tab)
Before you cancel Jobber.
From Jobber's published terms and help center, read Oct 10, 2026. Check your own plan: the commitment type changes what you owe.
- Commitment
- Month to month is offered. On the 1-year commitment billed monthly, cancelling early only stops the renewal: all 12 payments are still owed.Terms of service §3.3.1
- Renewal
- Plans renew on their own. Annual plans need at least 30 days' notice before the renewal date.Terms of service §3.2
- Refunds
- Fees are non-refundable, with no refunds for partial months.Terms of service §3.3
- How to cancel
- An admin goes to Settings, then Account and Billing, then Cancel Subscription. If you subscribed in the mobile app, cancel through Apple or Google.Help center article 115009785248
- After the term
- Your account data can no longer be reached. Jobber asks you to keep your own backups.Terms of service §18 and help center
- Price changes
- Prices can change with 14 days' notice.Terms of service §3.3
What changes in cost.
Jobber's prices as listed on its pricing page, read Oct 10, 2026, next to ours. No commitment prices, per month, before tax.
Jobber, as listed
| Core1 user | $49 |
|---|---|
| Connect1 user | $139 |
| Grow1 user, or $299 for 5 users | $199 |
| PlusStarts at 5 users | $499 |
| Each extra userOn every plan | $29 |
| Add-onsMarketing Suite $99, AI Receptionist $29, Pipeline $49 | From $29 |
AI Scaling, with Otto
- Phones with the AI receptionist, the inbox, quotes, invoices, campaigns, e-sign, tables and Otto
- No per-user fees and no add-ons
- Month to month, cancel online
What Otto does
during the move.
He does the reading, the moving and the building. You check, and a person from our team is with you.
- 01Reads Jobber and shows you the plan
Customers, jobs, quotes, invoices, notes and photos, with your counts and likely duplicates flagged. Nothing moves until you say it looks right.
- 02Moves it all in
Customers with their history, open jobs back on the calendar, unpaid invoices still open. Then he checks every count against Jobber.
- 03Builds your automations
The ones a shop like yours runs, and any you show him as a screenshot or pasted steps. Every one stays off until you look it over and switch it on.
Jobber questions.
If yours is not here, ask through Get started and a person replies.
Can I keep Jobber while I try this?
Yes. Otto only reads Jobber until you say go, and nothing in Jobber changes. Cancel it when the counts match and you are sure.
Will my Jobber automations come across?
Not by copying. We found no way to export the automation steps of Jobber in a form another tool can run, so Otto does not read them out of Jobber. He builds the ones a shop like yours runs, and if you show him one of yours as a screenshot or pasted steps, he builds that too. Each stays off until you look it over and switch it on.
What about customers with a saved card?
Card numbers never move between payment companies. Those customers enter their card again the next time they pay.
What about my photos and notes?
They come across with the client they belong to. Otto counts them in Jobber and here, so you can see nothing was missed.
What about my phone number?
We do not move numbers to AI Scaling. Your number stays where it is and you forward its calls to Otto's number, so customers reach you the whole time. Or get a new local number for Otto as an extra number. If Jobber provides your number, check that before you cancel.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
