What to know first
Three realities of switching.
Your data comes with you
Customers, price book, and job history migrate. You do not rebuild from scratch.
A real person leads it
Your success manager runs the migration and training. You are not on your own.
It moves at your pace
This is a guided process with clear milestones, not a race against a clock.
The path
Milestones, not a countdown.
Kickoff call
Data prep
Migration
Team training
Go live
Step by step
The six-step playbook.
Export your data from Jobber
Jobber exports client, service, and invoice lists as separate CSV files. Job history does not come out in a clean single format, which is exactly the messy part we handle for you.
Book your Lakehouse onboarding call
You meet your success manager. They learn your business, your customers, and how you work.
We migrate your customers, price book, and job history
Your success manager handles the import so your records land clean and complete.
We set up your business phone number and email
Registered and ready before you need them, so customer messaging works from day one.
We train your team
Owner, office manager, and technician training so everyone is confident in the app.
You go live and shut down your old account
Everything is ready, your team is trained, and your success manager stays your person.
The handoff
What comes with you, and what you leave behind.
Comes with you
- Your customers and contacts
- Your price book, with margins
- Job and invoice history
- Your business phone and email presence
What you leave behind
- Stacked add-on subscriptions
- Self-serve-only support
- Tiers you have to decode
- Doing your own setup
After you go live
Your success manager does not disappear.
Once you are live, your success manager stays your person. They help you tune memberships, dial in your marketing, and answer when you call. This is how we treat you because it is how you treat your customers.
From the field
“Switching from Jobber sounded scary. It was not. They moved everything and trained my team.”
Chris L., Cornerstone Climate
Common questions
Questions from growth-minded owners.
Will I lose my history when I switch from Jobber?
No. Your customers, price book, and job history come with you. Your success manager handles the import.
How long does it take to switch from Jobber?
It is a guided process at your pace with clear milestones. Every business is different, so we do not promise a fixed timeline; we move step by step until your team is ready.
Do I have to do the data export myself?
We walk you through the export and handle the import. You are not left to figure it out.
What does it cost to switch?
Migration and setup are part of getting started with Lakehouse. We build your plan on the demo call.
How is Lakehouse different from Jobber?
One price, everything included, and a real success manager. See the full comparison.
See it on your own jobs.
Book a working session with the Lakehouse team. Bring a real job, a real estimate, and a real question about running your business. We will show you how Lakehouse handles it.