How to export your data from Jobber: clients, invoices, reports and what doesn't come out

What data can you export from Jobber?

Jobber gives you three ways to get records out: a client export, CSV exports of reports, and PDF downloads of individual quotes, jobs and invoices. A fourth route, the API, is for developers. We read Jobber's help center, terms of service, privacy policy and developer docs on October 19, 2026. Jobber changes its product often, so check each linked page before you plan a move around it.

The pattern matters more than any single row. Your client list and your report data come out as spreadsheets. Your documents come out as PDFs, one at a time. Your photos and notes have no documented bulk path at all. Plan around that before you set a cancellation date.

How do you export clients from Jobber?

Jobber's help article on exporting client information lays out the steps (Jobber help: Export client information):

1. Log in as an admin user. Jobber says only admins can import and export clients. Team members with the Reports permission can export some client data.
2. Open Clients in the side menu.
3. Select More Actions in the top right corner, then Export Clients.
4. Choose CSV for a spreadsheet or vCard for a phone contacts file. To export only part of the list, pick a tag first. If you pick several tags, Jobber includes only clients who carry all of them.
5. Watch your email. Jobber sends the file there. A CSV holds up to 1,500 rows, so a list of more than 1,499 clients arrives as several files.

Jobber says the export can include tags, property addresses, contact information and custom fields. It also says "Client exporting is available on select plans" and tells you to check your plan under the gear icon, then Account and Billing. Jobber's pricing page, read the same day, does not list which plans include client export, so we can't tell you. Check your own account before you count on it.

If your list comes back in several files, stitch them together in a spreadsheet and count the rows against the client total Jobber shows on screen. A file that is short by a few hundred rows is easy to miss and painful to discover after cancellation.

Can you export invoices from Jobber?

Yes, as report data. Jobber's Invoices report lives under Insights, then Reports, then Financial Reports. Click Export to CSV and choose all columns or only the ones you selected. Jobber sends the file to the email address you log in with (Jobber help: Invoices report). The report is open to admins and to users with certain permissions, including viewing invoices, report access and show pricing. The article doesn't say which plans include it.

That CSV gives you the numbers: invoice numbers, clients, dates, totals and status, depending on the columns you include. It is not a copy of the invoice your customer saw. For that, Jobber's close-account article says files in PDF format, such as quotes, jobs or invoices, "can be downloaded individually" (Jobber help: Permanently close your account). If you have thousands of invoices, that means you'll want to decide which ones you really need as documents. Open invoices, anything in dispute and big commercial jobs are the usual short list.

Run every report you rely on with the widest date range it allows and all columns turned on. Save the CSVs somewhere you control, such as your own cloud drive, with the export date in the file name.

Can you export photos and notes from Jobber?

Not in bulk, as far as Jobber publishes. We searched Jobber's help center on October 19, 2026 and found no article describing a bulk download of job photos, note attachments or internal notes. The client export lists tags, addresses, contact details and custom fields. It doesn't mention notes or photos. Treat bulk photo and note export as not published until Jobber tells you otherwise in writing.

What that means in practice:

• Ask support before you need it. Send Jobber a written question: "Can you provide a full export of job photos, attachments and notes for my account, and in what format?" Keep the reply.
• Save what matters by hand. Before-and-after photos on warranty work, signed paperwork and anything tied to an open dispute are worth downloading one by one if no bulk path exists.
• Check your integrations. If photos sync from a separate photo app, the originals may already live there. Check that app's own export.

Can the Jobber API pull your full history?

A developer can use it to pull far more than the screens allow. Jobber's API is GraphQL over HTTPS, using OAuth 2.0 for access. Jobber lists Account, Assessment, Client, Expense, Invoice, Job, Product Or Service, Property, Quote, Request, Time Sheet Entry, User and Visit among its main objects (Jobber Developer Center). Jobber says custom integrations built for specific accounts need no app review unless they connect to more than five paying Jobber accounts.

The limits are published too. Jobber enforces a query cost limit of 10,000 points per app and account, restoring at 500 points per second, plus a cap of 2,500 requests per 5 minutes. For a small company that is plenty for a one-time pull of every client, job, quote and invoice, as long as the script pages through records instead of asking for everything at once.

Two cautions. First, an API pull is a programming job, not a button, so budget for a developer's time. Second, Jobber's developer docs don't say which subscription plans can connect a custom integration. Ask Jobber before you hire anyone.

What happens to your Jobber data when you cancel or close?

Jobber separates cancelling from closing, and the difference decides whether your data is still reachable. Its help center says a cancelled account "still exists," so you could reactivate it later, with billing resuming when you do. A closed account "is removed entirely," and Jobber adds that "any information that you had in your account will no longer be retrievable," reports will no longer be accessible and Client Hub goes away (Jobber help: Permanently close your account).

The terms of service, last updated September 22, 2026, put the backup job on you: section 5.6 makes keeping backups of your data, at all times, the customer's responsibility. Section 18 says that on termination you may request deletion of certain materials, and Jobber will do it "subject to the retention policy in our Privacy Policy" (Jobber terms of service). The privacy policy gives no fixed period. It says information is kept as long as needed for the purpose it was collected for "or as required by law, which may extend beyond the termination of our relationship with you" (Jobber privacy policy).

Timing matters for billing as well. Section 3.2 renews annual plans automatically, with a 30-day cancellation deadline ahead of each renewal. Our guide on how to cancel Jobber covers those billing terms. The broader question of who holds the rights to your records is covered in who owns your data in field service software.

What about customers' saved cards and autopay?

Card numbers never appear in a Jobber export, and they shouldn't. Card data sits with the payment processor under card security rules. Some processors will move stored cards to another processor on request, but only processor to processor, never as a spreadsheet you can open. Whether that is possible for cards saved through Jobber Payments is a question for Jobber in writing. If the answer is no, plan to collect cards again through the new system's secure link. Our guide to switching CRMs without losing data covers how processor transfers work and how to re-collect cards without losing autopay customers.

What should you export from Jobber before you leave?

Work through this list while your account is fully active, and keep every file:

1. Client export as CSV, full list, every file from the email. Count rows against the on-screen total.
2. The same export as vCard if your crew uses phone contacts.
3. Invoices report as CSV, widest date range, all columns.
4. Every other report you use, as CSV, widest range.
5. PDFs of open invoices, open quotes and any job with a warranty or dispute attached.
6. Screenshots of settings that don't export: tax rates, message templates, automations, recurring job rules and your price list if you can't export it.
7. Photos and notes you can't afford to lose, saved one by one or through any route Jobber support offers.
8. A written answer from Jobber on saved cards.
9. Only then, cancel. Hold off on closing until you have checked every file.

If you are moving to another product, our guide on switching from Jobber covers what the main alternatives can import. If you are weighing a different approach, our Jobber alternative page sets out when Jobber is the right fit and when it isn't.

Our position, stated once: we build custom CRMs on a database registered to the client, and we charge no seat fees. Each build is quoted rather than priced from a list, and results are not promised. That approach suits some companies and not others, and Jobber remains a solid choice for many small crews that want a ready-made product with an app on day one.

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