Migrate from Jobber to monday CRM

Jobber Clients map to Monday CRM Contact Items on the Contacts board. Each client gets a single Item with all standard contact fields (name, email, phone) as Monday columns. Client property associations require linking to the Property/Account board via Monday's relation column.

Jobber Properties map to Monday Account Items — each property becomes a location-based Item linked to the client. Property address, access notes, and service history migrate as columns on the Account Item. Multiple properties per client require Monday relation columns to connect to the Contact Item.

Jobber Quotes migrate as Monday Deal Items. Quote line items (services, products, quantities, discounts) become repeated row columns or subitems on the Deal Item. Quote status (Draft, Sent, Approved, Declined) maps to a Monday status column with matching values. Each Deal Item preserves the original quote number and valid-until date as separate columns. Approval history is captured via the deal's update feed.

Jobber Jobs map to Monday Task Items on a Work board. Job status (Scheduled, In Progress, Completed, Invoiced) migrates to a Monday status column. Assigned team members map to Monday person columns with email-based user matching. The original scheduled start and end dates become date columns on the Task Item. Property associations link to the Account Item via a Monday relation column.

Jobber Invoices migrate as Monday Invoice Items or as line-item columns on the originating Deal Item. Invoice total, balance due, payment status, and payment date migrate as separate columns. Payment history links to the original Invoice Item. The invoice number becomes a text column, while payment method and notes are preserved as additional fields. Outstanding balances trigger status updates via Monday's automation triggers.

Jobber custom fields on Clients (e.g., referral source, preferred contact method, billing tier) create new columns in Monday's Contacts board. Column type matches the custom field type: text, number, date, or dropdown. Boolean custom fields become Monday checkbox columns. Multi-select options translate to dropdown columns with the same choice values. Each custom field column is assigned to the Contacts board before migration begins.

Jobber custom fields on Jobs (e.g., job type, priority, equipment used) migrate as new columns on the Work board. Checkbox and multi-select custom fields become Monday checkbox or dropdown columns respectively. Date-based custom fields like required-inspection-date become Monday date columns. All job custom field definitions are enumerated during the schema design phase so column names and types are finalized before migration runs.

Each line item in a Jobber Quote (service description, quantity, unit price, discount, total) becomes either a Monday subitem or repeated columns on the Deal Item. Subitems are preferred when line-item count varies per quote. The migration plan classifies quotes by line-item count: quotes with 5 or fewer items use repeated columns, while quotes with 6 or more items use subitems to preserve all line-item detail. Subitem strategy requires Monday Pro or Enterprise due to higher API call volume per record.

Jobber Team Members map to Monday user accounts matched by email address. Unmatched team members are flagged before migration. Active/inactive status is preserved via a boolean column. Team members with inactive Jobber accounts are migrated as inactive Monday users with their original access level noted. User role mapping is preserved as a text column on the user profile.

Jobber's job activity feed (status changes, notes, internal comments) migrates as Monday Updates on the Task Item. Original timestamps are preserved in the update metadata. Each update entry captures the actor (team member), action type, and timestamp from Jobber. Internal comments are flagged with an @internal tag so your Monday team can filter visibility appropriately on the Work board.

Files attached to Jobber clients (e.g., signed agreements, photos) re-upload to Monday File columns on the Contact Item. Original filenames and MIME types are preserved. File uploads respect Monday's storage limits per plan tier. Any file exceeding Monday's size threshold is flagged before migration so your team can archive it separately. The file column on the Contact Item maintains the original attachment date from Jobber.

Jobber automations (quote approval triggers, client notification rules, job status alerts) do not migrate. FlitStack exports automation definitions as a numbered list with trigger/action pairs for your Monday admin to rebuild in Monday's automation builder. The export includes conditions, filters, and action sequences from Jobber's automation logic. Monday's automation builder uses board-level triggers that differ from Jobber's object-state model, so the rebuild requires manual mapping of triggers and actions. Your Monday admin receives the full automation reference guide before go-live.