Migrating from RazorSync to Jobber

Why you might make this switch

Want Jobber's client portal, online booking and automated quote and invoice follow-ups. What our data says about the two tools:

• Jobber is listed as best for: Small and mid-size home service businesses (1-30 people) that want quoting, scheduling, invoicing and payments in one app.
• RazorSync's listed weaknesses: User caps per plan (2, 7, 15) force plan jumps as the team grows; QuickBooks sync is an add-on on Solo; route optimization and inventory need Pro.

Features listed for Jobber but not for RazorSync

Our feature lists are not exhaustive and name features differently between tools, so check each one on the vendor's site.

• client portal
• quotes
• team management
• online booking
• automated followup
• two way texting

Features listed for RazorSync but not for Jobber

• dispatching
• gps tracking
• estimates
• customer history
• quickbooks sync

Cost-of-switch analysis

Three cost components when migrating from RazorSync to Jobber:

• Software-cost change: about $56/month less on Jobber at the starting price ($29/mo against $85/mo), or about $672 a year. These starting prices are not like for like: RazorSync charges per company and Jobber charges per company with some users included, plus a fee per extra user, so compare them at your team size.
• Implementation fees: Check Jobber's pricing note and confirm its setup fee in writing: some vendors include onboarding in the subscription and others charge for it.
• Staff time: setup, data checks and training take time from office staff and techs. We have no measured figure for it; the cost-of-switch calculator adds it from stated assumptions that you can scale to your own hours and wages.

Migration steps, in order

We have no measured durations for these steps; ask Jobber for a written onboarding plan with dates.

1. Set up Jobber

Configure company settings, users and permissions, and your price book if you use one. Get this right before you import anything.

2. Import your data

Export your customer list and active jobs from RazorSync and import them into Jobber. Check a sample of customers and jobs against RazorSync. Check recurring service agreements one by one, and ask Jobber whether its import carries them over.

3. Train the team and run both systems

Train dispatchers and office staff first, then field techs. While both systems run, enter new jobs in Jobber and complete jobs already booked in RazorSync.

4. Cut over

Stop entering new data in RazorSync. Export all historical data before you cancel, then cancel the RazorSync subscription.

5. After the switch

Set up the automations and reports you planned to use in Jobber, and check them against the reasons you switched.

Data export checklist (before cancelling RazorSync)

Export everything from RazorSync before you cancel, and ask RazorSync how long you keep access afterwards. Your checklist:

• Customer records: full export with names, addresses, contact info, custom fields, service notes
• Active job data: open work orders, scheduled appointments, recurring service agreements
• Historical invoices: as many years as your accountant needs for tax and audit records
• Payment records: past payments and outstanding balances
• Photo and document attachments: job site photos, signed agreements, equipment photos
• Price book / service catalog: your service offerings with their prices
• Membership/maintenance plan data: recurring billing setups, plan tiers, member status
• Integration configurations: screenshot or write down your QuickBooks sync, payment setup and Zapier workflows so you can re-create them
• User accounts and permissions: list of staff with their role assignments
• Reports and saved views: note custom dashboards or reports you'll need to rebuild

Integration checklist

From the integrations our data lists for each tool. The lists are not exhaustive, so confirm each one with the vendor.

Listed for both tools (you will still need to connect each one to Jobber and check how it syncs):

• quickbooks online
• stripe

Listed for RazorSync but not for Jobber:

• quickbooks desktop: ask Jobber whether it connects, directly or through Zapier, or plan the workflow without it.

Listed for Jobber but not for RazorSync (worth evaluating during migration):

• xero
• zapier
• google calendar
• mailchimp
• google local services
• gusto

Migration pitfalls to plan for

• Cancelling RazorSync too early. Don't cancel until you've checked the exported data and Jobber is running your daily work. Keep both subscriptions while they overlap.
• Trusting an imported price book unchecked. If you use a price book, check every imported item and price in Jobber, or rebuild it there, before you send quotes from it.
• Forgetting custom workflows. If your office built custom workflows or automations in RazorSync (dispatch rules, email templates, automated billing), list every one and ask Jobber how to rebuild each before cutover.
• Skipping the team. Have the team members least comfortable with software try Jobber before you sign. Train a few willing people first and have them help the rest.
• Switching in your busiest months. Setup, data checks and training take office time you need for customers when demand peaks.
• Not budgeting for the overlap. While both tools run, you keep paying for RazorSync: $85/mo at its starting price, or more on a higher plan.

Things to verify BEFORE you sign the new contract

• Data export from RazorSync. Confirm you can export customers, jobs and invoices in a format Jobber can import.
• QuickBooks integration. If you keep your books in QuickBooks, check that Jobber supports your version (Online or Desktop) and the sync direction you need. Our data lists quickbooks online for Jobber.
• Cancellation terms on RazorSync. Check your contract for a minimum term or annual commitment and the notice period.
• Implementation cost on Jobber. Ask for the setup or onboarding fee in writing.
• Team adoption. Have the team members least comfortable with software try Jobber before you sign.

When to hold off

• You're in your busiest months. Setup and training compete with customer work.
• Your current pain is a single missing feature that the new tool also doesn't solve. Verify the feature gap closes before signing.
• Your team adopted RazorSync recently. Another change soon after can wear on a team; make sure the move is worth it.