Migrer depuis Jobber
vers SchedulingKit
Complete guide to migrating from Jobber to SchedulingKit. Switch from Jobber's $25+/mo field service management to an AI-powered scheduling and CRM platform built for small contractors, cleaners, and landscapers.
La migration de Jobber vers SchedulingKit prend environ 1-2 hours. Ce guide pas à pas couvre l’exportation des données, la configuration du compte et la mise en service. Comparez les deux dans notre Jobber comparatif d’alternatives.
Ce qui est transféré
Peut être transféré
- Client contact list (CSV export)
- Service types and pricing
- Team member information
- Business hours and availability
Ne peut pas être transféré
- Job history and completed work orders
- Invoice and payment history
- Quote and estimate records
- GPS tracking data
- Chemical/equipment tracking logs
Étapes de migration
Suivez ces étapes pour terminer votre migration en 1-2 hours
Export Your Jobber Data
Export your client list, service catalog, and team information from Jobber. Go to Settings > Data Export to download your client contacts and job data as CSV.
💡 Conseils :
- •Export clients with full contact details and notes
- •Document your most common job types and pricing
- •Note any recurring job schedules
- •Screenshot your quoting and invoicing templates
Create Your SchedulingKit Account
Sign up for SchedulingKit (free plan available). During onboarding, select your industry — cleaning, landscaping, contracting, etc. — for tailored setup.
💡 Conseils :
- •Use the same business email for continuity
- •Set your service area and business hours right away
Set Up Your Services
Recreate your job types as SchedulingKit event types. Configure durations, pricing, and any intake questions you need from clients.
💡 Conseils :
- •Create event types for each service (e.g., 'Lawn Mowing', 'Deep Clean', 'Plumbing Repair')
- •Add intake forms to collect job details upfront
- •Set appropriate buffer times between jobs for travel
Configure Your Team
Invite your crew members to SchedulingKit and set up their schedules, service assignments, and permissions.
💡 Conseils :
- •Assign specific services to qualified team members
- •Set different availability for different days
Enable AI Scheduling & CRM
Activate SchedulingKit's AI chatbot on your booking page and set up the built-in CRM to manage client relationships, job notes, and follow-ups.
💡 Conseils :
- •Train the AI chatbot to answer common service questions and provide quotes
- •Set up the AI voice agent to handle phone inquiries and book jobs
- •Use CRM tags to categorize clients (residential, commercial, recurring)
Connect Payments & Integrations
Link Stripe, PayPal, or Square for deposits and payment collection. Connect your calendar for availability sync.
Update Client-Facing Links & Cancel Jobber
Replace Jobber booking links on your website, Google Business Profile, and marketing materials. Once verified, cancel your Jobber subscription.
💡 Conseils :
- •Update your website booking and contact forms
- •Change Google Business Profile links
- •Wait until end of billing cycle to cancel Jobber
Comparaison des fonctionnalités
Comment les fonctionnalités de Jobber correspondent à SchedulingKit
| Fonctionnalité | Jobber | SchedulingKit |
|---|---|---|
| Job Scheduling | Work orders + dispatch ($25+/mo) | AI-powered scheduling (from free)Streamlined with AI assistance |
| Client Management | Client hub | Built-in CRMFull CRM with AI insights |
| Online Booking | Client-facing request form | AI booking page + chatbot24/7 automated booking with AI |
| Phone Handling | Not included | AI voice agentAI answers calls and books jobs |
| Quoting | Built-in quoting tool | Via intake forms + CRMCollect job details upfront |
| Invoicing | Built-in invoicing | Stripe/PayPal paymentsUse dedicated invoicing if needed |
| Team Management | Per-user pricing | Team scheduling included |
| Reminders | Email + SMS | Email + SMS + AI follow-ups |
À Quoi S'attendre
Ce Que Vous Gagnerez
- AI chatbot that answers client questions and books jobs 24/7
- AI voice agent that handles phone calls and schedules appointments automatically
- Built-in CRM to manage client relationships without a separate tool
- Significant cost savings (Jobber costs $25-125+/mo, SchedulingKit from free)
- Simpler interface focused on what small teams actually need
- No per-user fees that increase as your team grows
- AI-powered automation that reduces admin work
Points à Considérer
- Built-in invoicing and quoting (use QuickBooks or FreshBooks instead)
- GPS tracking and route optimization
- Chemical and equipment tracking
- Detailed job costing reports
Questions sur la Migration
Can SchedulingKit handle field service scheduling like Jobber?
Yes, for appointment scheduling and client management. SchedulingKit excels at AI-powered booking, client communication, and CRM. For advanced features like route optimization or inventory tracking, you may pair it with specialized tools.
How much will I save switching from Jobber?
Jobber's Core plan starts at $25/mo for one user, and grows to $125+/mo for teams. SchedulingKit offers a free plan for individuals and paid plans from $12/seat/mo with AI chatbot, voice agent, and CRM included.
What about invoicing and payments?
SchedulingKit collects payments and deposits through Stripe, PayPal, or Square. For full invoicing, pair with QuickBooks or FreshBooks — many contractors already use these and prefer dedicated accounting tools anyway.
Does the AI voice agent work for service businesses?
Absolutely. The AI voice agent answers calls, provides service information, gives availability, and books appointments. It's ideal for contractors who can't answer phones while on a job site.
Lectures complémentaires
- G2 : Avis sur les logiciels de planification — Comparez les plateformes de planification avant de changer.
- Logiciels de planification sur Capterra — Avis et comparaisons indépendants.
Prêt à quitter Jobber ?
Rejoignez des milliers de personnes qui ont fait le changement. La migration ne prend que 1-2 hours. Commencez gratuitement.
Plan gratuit à vie • Sans carte bancaire