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Switch from Jobber to Treelocity in under an hour.

Connect Jobber directly in Settings or upload your Jobber Clients and Properties CSV files. Every client and service property lands in Treelocity geocoded and ready for tree pins.

Included free in every plan from the first minute of your 14-day trial.

Importing Jobber client and property files into Treelocity.
Map Jobber exports or connect directly by API.Example data

Jobber cutover timeline

From Jobber export to pinned tree properties in 30 minutes

Your live Jobber account stays untouched while you preview and verify every imported client and property in Treelocity.

  1. 015 min

    Authorize Jobber API or export Clients + Properties CSVs

    Connect Jobber in Settings → Integrations, or download your Clients and Properties CSV files from Jobber Reports.

  2. 025 min

    Join multi-property accounts & preview deduplication

    Treelocity links multiple service addresses to each parent client and flags any duplicate phone numbers or emails before saving.

  3. 0310 min

    Commit geocoded properties & match QuickBooks Online

    Commit the import so every service address gets a map pin, then connect QuickBooks Online to match existing customer IDs.

  4. 0410 min

    Drop tree pins on your next walk-through

    No need to backfill every historical tree up front—drop numbered tree pins as you quote and run upcoming visits.

Migration steps

Four steps from Jobber to your first Treelocity estimate

1. Connect Jobber by API or export Clients and Properties CSVs

In Treelocity Settings → Integrations, authorize Jobber to pull records directly, or export your Clients CSV and Properties CSV from Jobber Reports.

2. Drop both files into the Treelocity importer

When using CSVs, drop the Clients file and the Properties file together. Treelocity joins multiple service properties to each client automatically.

3. Review the preview and commit

Check the parsed addresses, phone numbers and duplicate matches in the preview table, then commit the import with one click.

4. Connect QuickBooks Online and invite your crew

Link QuickBooks Online so new invoices match your existing customers, and send invite links to your climbers and groundsmen.

Common questions

Jobber migration questions

Practical answers for tree-care owners evaluating or configuring Treelocity.

What if a client in Jobber has three different service addresses?

All three properties are created under that single client record in Treelocity, each with its own map pin and tree inventory.

Can I test the Jobber import during my 14-day trial?

Yes. Both the direct Jobber connection and CSV importer are unlocked on day one of your trial.

Will importing from Jobber affect my live Jobber account?

No. Importing reads your client and property records into Treelocity without modifying or deleting anything in Jobber.

When should we add tree pins to our imported properties?

You do not need to map every past tree up front—just drop tree pins during your next walk-through or visit on each property.

Get started

Test your Jobber import right now.

Start a 14-day trial and preview your Jobber records before committing.