How to get your data out of Jobber, Housecall Pro or FieldPulse
Your customer list is the business. Everything else in one of these platforms can be rebuilt; the record of who your customers are, what you did for them and what you charged cannot.
So before you put years of that into a system, it is worth knowing exactly what it will hand back. I went and read what each of the three says about its own exports, and the short version is that the answer is narrower than most people assume, and narrowest in the places that matter most.
Everything below comes from each vendor’s own help documentation, read in August 2026. I am describing what they publish, not characterising any of them. These pages change. Do not take my word for it — go and read theirs, and better still, run the export yourself during a trial and open the file.
Jobber
An admin can export clients, as CSV or vCard. The export includes tags, property addresses, contact information and custom fields, which is a decent amount of what you would want.
Two limits worth knowing. The CSV handles up to 1,500 rows at a time, so if you have more clients than that the export arrives as several files you have to stitch together. And client exporting is only available on some plans, which means the ability to leave with your own list is itself a feature that sits on a pricing tier.
What their client-export page does not cover is jobs, quotes and invoices. Jobber publishes import guides for all three, so the shapes exist, but the documented self-serve export is the client list.
Housecall Pro
An admin can export customers and jobs, both as CSV, both delivered by email rather than downloaded on the spot. Their own guidance says to allow up to an hour and to check your spam folder, which tells you something about how often people go looking for that email.
Not covered in that article: invoices, estimates, notes and photos. The price book has its own separate import and export.
There is a second document worth reading, and it is not Housecall Pro’s. ServiceTitan publishes a migration guide for people leaving Housecall Pro, and it names three reports as the things you pull: customers, jobs, and estimates as optional. It also says that if the exports throw errors you should try running them in one-year batches, and if that fails, go back to the vendor.
Take a second with that. A competitor documenting how to get your data out is more specific about the process than the vendor holding the data, and it is the competitor who mentions that the export can fail on volume.
FieldPulse
FieldPulse documents the widest self-serve export of the three. Its help centre names five categories a user can export — customers, jobs, invoices, payments and timesheets — and says custom field data comes along with it.
One caveat is stated plainly and is worth knowing before you rely on it: job data can only be exported by first running a report through the reporting tools, rather than as a straight export like the others. The page does not specify file formats or how the export is delivered.
Invoices and payments being in there is genuinely better than what the other two document. What I would still check for yourself is job notes, because the export you get is the one the vendor decided to build, and job notes are usually where the actual knowledge lives.
The thing all three have in common
An export is not a copy of your data. It is a copy of the parts the vendor decided to build an export for.
I have sat down and opened one of these files. The row count is the easy part, and the row count was fine. What I went looking for was a customer I knew had two properties on the account, and what came back was one row with one address on it. Nothing in the file said anything was missing. That is the failure mode worth understanding: an export does not arrive with a hole in it. It arrives looking complete.
The gap between those two is where the useful stuff lives: photos of what the tech found behind the drywall, the note that says the shutoff is in the crawlspace and the dog bites, the thread where the customer approved the change order. Almost none of that appears in any of the export documentation above, and almost all of it is the reason you kept the record in the first place.
None of that makes any of these platforms bad. It makes them normal. But it does mean that “can I get my data out” is the wrong question, and “which parts of my data can I get out, in what format, without asking permission” is the right one.
What to do about it
- Run the export during your trial, before you have anything to lose. Open the file. Count the columns. See what is missing while it costs you nothing.
- Export on a schedule once you are live. Quarterly is plenty. A CSV in a folder on your own machine is a bad backup and an enormous improvement on nothing.
- Ask about the parts that are not in the export — photos, notes, attachments — and get the answer in writing before you sign, not after.
- Check whether export sits on a pricing tier. If leaving is a paid feature, factor that into what the software costs.
If you already know you are moving, the export is only the first of three problems. The other two are the month either side of it.
Common questions
Can I export my customer list from Jobber?
Yes. An admin can export clients as CSV or vCard, including tags, property addresses, contact information and custom fields. The CSV is capped at 1,500 rows per file, so a bigger list arrives as several files, and client exporting sits on some plans and not others. Jobber’s own client-export documentation does not cover exporting jobs, quotes or invoices.
Can I export my data from Housecall Pro?
An admin can export customers and jobs as CSV, delivered by email, which can take up to an hour. Housecall Pro’s import/export article does not cover invoices, estimates, notes or photos. The price book has its own separate import and export.
What should I check before signing up for field service software?
Ask what you can export yourself, without a support ticket, and get the answer before you sign rather than on the day you want to leave. Then run the export during your trial and actually open the file.
Where this came from: every claim about a named platform above is taken from that company’s own published documentation, not from a review site. Check it against the current version before you rely on it — these articles get edited. Friendly is mine, and it opens to other shops next year; leave your email if you want to know when.