Migrate from Jobber to Freshsales

Jobber Clients map directly to Freshsales Contacts. The client's business name also creates a corresponding Freshsales Account so the Contact has a primary AccountId lookup. If the client is a residential homeowner with no company name, it lands as a Contact without an Account.

Jobber Properties store service-location addresses and key-access info. We map the primary property address to the Freshsales Account's address fields. Additional properties attach to the same Account or become a custom field on the Contact. Property-specific notes (gate codes, access instructions) migrate to a custom text field.

Jobber Quotes map to Freshsales Deals. Quote line items become Freshsales Products linked to the Deal. The quote total and tax calculation replicates as the Deal Amount. If the quote has not converted to a job, it lands as an open Deal with a 'Proposal Sent' stage. Quote validity dates become custom date fields on the Deal.

Jobber Jobs become Freshsales Deals representing the work scope. Job status (Scheduled, In Progress, Completed, Invoiced) maps to Freshsales Deal stages defined by your team. Job-specific notes and instructions migrate as Deal description fields or custom text fields. Completed job history becomes Deal activity records.

Jobber Invoices link to the corresponding Job and Client. We preserve invoice number, date, total, and status as a custom invoice record on the Freshsales Deal or as a custom object if invoice-line-item detail must be retained. Paid invoices become closed Deal activities. Unpaid invoices are preserved for collection follow-up.

Jobber team members (technicians, office staff, salespeople) map to Freshsales Users. Owner assignment on migrated records resolves by email match against Freshsales users. Unmatched owners are flagged before migration so your team can create Freshsales accounts or reassign records to a fallback owner.

Any custom fields on Jobber Clients (beyond name, email, phone) are replicated as Freshsales custom fields on the Contact object. Field type is preserved where possible — text to text, number to number, pick-list to pick-list. Multi-select pick-lists in Jobber map to Freshsales multi-select custom fields.

Jobber job custom fields (work type, permit required, insurance policy number) migrate to custom fields on the Freshsales Deal object. Jobber's property-level custom fields also need custom Deal fields if they vary per job rather than per property. This ensures that any job-specific metadata like special equipment needs or customer preferences is preserved in the Freshsales Deal record for reference during follow-up activities.

Each line item on a Jobber Quote — service description, quantity, unit price, tax — migrates as a Freshsales Product linked to the target Deal. This preserves the pricing breakdown so deal amounts in Freshsales match the original quote exactly.

Jobber job notes, attached photos, and completed form data migrate as Freshsales Notes on the corresponding Deal. Timestamps and the team member who added the note are preserved. Large photo attachments are re-hosted in Freshsales Files linked to the Deal.

Jobber automations (quote sent triggers, payment reminder emails, job scheduling notifications) have no direct Freshsales equivalent. We export a JSON description of each automation's triggers and actions as a rebuild reference. Your Freshsales admin uses this to configure Freshsales Workflows, which operate on different event models.

Jobber recurring jobs and service agreements map to Freshsales Deals with custom fields for recurrence frequency and contract terms. Freshsales does not have a native recurring deal model; the recurrence logic must be managed via custom fields and periodic Deal creation.