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Bring your clients over from Jobber

Platy teamPublished

Switching from Jobber? Platy can now bring over your clients, their properties, invoices and open quotes in one go. You see everything before it is saved, nothing is sent to your clients, and you can undo it for 7 days.

The Bring your clients over from Jobber screen, listing what comes over, what stays behind, and that nothing goes to clientsOpen the picture full size
See what comes over before you start

What changed

  • Settings › Import data walks you through getting your files out of Jobber
  • Every client, lead, property and invoice comes over, plus open quotes and drafts
  • Check every row before anything is saved
  • Nothing is texted or emailed to your clients
  • Undo the whole import for 7 days, or until you send your first invoice
WhereSettings › Import data
Who it's forOwners and new companies
Anything to do?Open Settings › Import data and click Bring over from Jobber.

Common questions

Can I move my clients from Jobber to Platy OS?

Yes. Open Settings › Import data and click Bring over from Jobber. Clients, properties, invoices and open quotes come over in one go.

Will my clients get a message when I import?

No. Nothing is texted or emailed to anyone during an import.

Can I undo an import?

Yes, for 7 days, or until you send your first invoice from Platy.

What stays in Jobber?

Old jobs, visits and timesheets, closed quotes and saved cards. Platy helps you ask clients to save a card again.

Related

On Platy OS

Lawn Care SoftwareWhat it looks like when quoting, the schedule, the crew, invoicing and the books are one piece of software.Landscaping CRMThe customer record is the work, plus texting and a login of their own.What is Platy OS?What Platy OS is, what it does and what it costs.
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