Switching from Jobber to LLUMIFIELD in one weekend
If you have a Friday and a Saturday, you can move your service business from Jobber to LLUMIFIELD without missing a single Monday morning appointment. Here is the playbook we use with beta partners.
Friday morning: export everything
- In Jobber, export Clients, Properties, Invoices, and Quotes to CSV.
- Download a copy of any client attachments you actually use day-to-day. Most teams discover they only need maybe 10% of what is stored.
- Take a fresh backup of your accounting tool (or write down the last synced invoice number for safety).
Friday afternoon: stand up LLUMIFIELD
- Request a LLUMIFIELD beta account at llumifield.com. We confirm same-day during beta hours.
- Run the guided onboarding: company profile, branding (logo + colors), business hours, default tax rate.
- Invite the office staff first. Hold off on inviting techs until Sunday so they only see one system on Monday.
Saturday morning: import data
- Use the CSV import (Admin → Import) for Clients, then Projects, then Appointments. Map first name, last name, business name, email, phone, and primary address. Leave properties for round two.
- Open invoices and quotes do not import as documents - and that is fine. Connect QuickBooks Online or Zoho Books first; the sync pulls existing customers and open invoice balances back into LLUMIFIELD, so anything a customer still owes shows up here without rekeying. Recreate only the handful of quotes still awaiting a yes.
- Connect Stripe for new payments. Test a $1 dummy invoice end-to-end: send it, pay it, watch it post back and land in your accounting system once.
Saturday afternoon: rebuild this week's schedule
- List every appointment on Jobber's calendar for the next 7 days.
- Recreate each appointment in LLUMIFIELD with the assigned tech, the address, and the project type.
- Send the "On My Way" reminder previews so you can spot any wrong phone numbers before Monday.
Sunday: invite techs, send the announcement
- Invite technicians to LLUMIFIELD. Have them install the mobile app and sign in once.
- Send a short message to customers: "We are upgrading our scheduling system this weekend. You may see a new sender address on confirmations." Done.
Monday: cancel Jobber on Friday
Run LLUMIFIELD live for a full week before you cancel Jobber. If anything is wrong, you still have the old system to fall back on. We have not seen a beta partner need to roll back; the parallel week is just for confidence.
What about historical data?
LLUMIFIELD does not require you to import old closed jobs. Most teams import the current year and leave Jobber as a read-only archive for tax purposes. If you want to bulk-import several years of history, we can help.