Export your clients and your price list from the app you use now, as a spreadsheet or CSV, and upload them to JobCRM. The AI reads the export, matches its columns and skips anyone you already have, so you can send your first quote the same day. Exports from the common job apps and from QuickBooks work as they are.
| What comes over | Your clients (name, email, phone, address) and your price list (name, type, price, SKU, category) |
|---|---|
| Files | .xlsx, .csv, .tsv or .txt, up to 10,000 rows at a time |
| Column matching | AI matches your columns to JobCRM’s; you review it, and can untick rows, before anything is saved |
| Duplicates | Clients and items already in your account are skipped |
| When | Right after signup, or any time from your client list and price list |
| Stuck? | Email us the file and we’ll import it for you |
| Payments | Built in, no separate processor: bank transfer 1%, cards 2.9% + 30¢; card fees can be passed to the client |
| Accounting | QuickBooks Online sync (Essential and Advanced) |
| Price | From $99 a month; 14 days free, no card |
Yes. A simple way is to finish open jobs in your old app and start new quotes in JobCRM. The trial is 14 days with no card, so running both costs nothing at first.
No. Your clients and price list come over. Keep an export of past jobs and invoices from your old app for your records.
They get quotes and invoices from your business, approve and sign online, and pay by card or bank transfer from the same link.
You review the column match before anything is saved. If it’s still off, email us the file and we’ll import it for you.