Jobber doesn't offer an instant migration, and neither do we -- but moving your client list is a five-minute export, upload, and confirm. Here is the exact path, sourced from Jobber's own help center.
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In Jobber, open Clients, then More Actions -> Export Clients. Choose CSV. Jobber emails you the file (or files -- exports split into multiple files past 1,500 rows).
Open Data Vault -> Import in BY5 and upload the CSV Jobber emailed you. Nothing is saved to your client list yet.
BY5 reads the file's actual column headers and proposes a mapping automatically (an AI pass fills in anything it doesn't recognize on sight). Review it, fix anything that looks wrong, and confirm -- nothing writes to your client list until you approve it.
No. It's export from Jobber, upload to BY5, and a mapping you confirm before anything saves -- typically a few minutes for a few thousand clients.
Jobber doesn't publish an export for those today, so this guide only covers your client list. Switching from another tool? Your concierge setup is free. Ask about concierge setup and we'll help by hand.
BY5 proposes a mapping from your file's actual column headers and shows you exactly what it matched before saving anything -- you can fix any row before you confirm.