Switch to JPFLD
Bring your customers, jobs and invoices with you.
Export a CSV from the app you use now, drop it into JPFLD, check what comes in, and import. Your history and your revenue numbers are there on day one.
Switching from Jobber?
Export your clients from Clients > More Actions > Export Clients, and your jobs and invoices from Insights > Reports. Jobber emails each CSV to you. Add them all at once.
Switching from Housecall Pro?
Export customers and jobs from the Actions menu on each list. Turn on the money columns on the jobs list first, and JPFLD builds your past invoices from it.
Switching from ServiceTitan?
Export your customer search to CSV, then run your jobs and invoice reports and save them as CSV. You can match any column to the right field before importing.
Keeping it all in a spreadsheet?
Save each sheet as CSV from Excel or Google Sheets. A name is all a customer needs; jobs need a customer and a date; invoices need a customer, a date and a total.
What happens when you import
- Customers already in JPFLD are matched by email, phone, or name and address, so nobody is added twice.
- Past jobs come in as finished jobs on their real dates.
- Paid invoices count toward your revenue on the day they were paid.
- Nothing is sent to your customers: no texts, emails, reminders or review requests for anything imported.
- Import the same file again and only the new rows are added.
JPFLD only reads files you export yourself. It never signs in to your other app. Stuck on an export? Get in touch.
Try JPFLD free
Start your trial, then open Customers and tap Switching from another app.