Migrating from Workiz to Jobber

Why you might make this switch

Moving from on-demand calls toward scheduled and recurring work, and want published prices. 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.
• Workiz's listed weaknesses: No published pricing; built around inbound, same-day calls rather than recurring scheduled work; short 7-day trial; AI features depend on plan or add-ons.

Features listed for Jobber but not for Workiz

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
• automated followup
• two way texting

Features listed for Workiz but not for Jobber

• dispatching
• phone system
• call masking
• marketing automation
• ai phone agent

Cost-of-switch analysis

Three cost components when migrating from Workiz to Jobber:

• Software-cost change: Workiz publishes no price, so compare your current bill with a written quote 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 Workiz and import them into Jobber. Check a sample of customers and jobs against Workiz. 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 Workiz.

4. Cut over

Stop entering new data in Workiz. Export all historical data before you cancel, then cancel the Workiz 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 Workiz)

Export everything from Workiz before you cancel, and ask Workiz 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
• zapier
• google local services
• google calendar

Listed for Workiz but not for Jobber:

• sunbit: ask Jobber whether it connects, directly or through Zapier, or plan the workflow without it.
• angi: ask Jobber whether it connects, directly or through Zapier, or plan the workflow without it.
• thumbtack: ask Jobber whether it connects, directly or through Zapier, or plan the workflow without it.
• yelp: ask Jobber whether it connects, directly or through Zapier, or plan the workflow without it.
• nicejob: ask Jobber whether it connects, directly or through Zapier, or plan the workflow without it.
• signpost: ask Jobber whether it connects, directly or through Zapier, or plan the workflow without it.

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

• xero
• mailchimp
• gusto

Migration pitfalls to plan for

• Cancelling Workiz 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 Workiz (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 Workiz: your current monthly bill.

Things to verify BEFORE you sign the new contract

• Data export from Workiz. 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 Workiz. 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 Workiz recently. Another change soon after can wear on a team; make sure the move is worth it.