Trial-stall checks for contractors on Jobber

• Online booking uses three form types: Request forms (submission becomes a Request for follow-up), Assessment booking forms (creates a request and schedules an assessment) and Job booking forms (request converted automatically and a one-off job scheduled).^[6]
• When a client books, admins get an activity feed notification and an email with the scheduled date and time, assigned team members and a booking summary.^[6]
• With "Require assessment booking approval" on, clients see their request is awaiting confirmation instead of a confirmed time; online booking "is available on select plans" and only admins can access the Requests and bookings settings.^[6]

• "Email assessment and visit reminders are turned on by default for every client and contact"; text reminders send only in the United States, United Kingdom and Canada.^[7]
• Timing is edited at Gear Icon > Settings > Emails and Text Messages > Requests (assessments) or Jobs (visits) > Edit, with Status, Send Via, Schedule and At this Time options.^[7]
• Text templates are limited to 160 characters with no emojis or URLs, and "anytime" visits need a specific reminder time or text reminders won't send.^[7]
• Assessment and visit reminders "are available on select plans".^[7]

• Clients can confirm a text reminder by replying Yes or C; clicking Confirm Appointment in Client Hub sets the visit status to confirmed, shown in the activity feed, client profile and visit details.^[7]

• Clients > More Actions > Export Clients gives a CSV or vCard; CSV exports hold up to 1500 rows, so lists over 1499 clients arrive as multiple files attached to the export email.^[2]

• Clients: "Only admin users are able to import and export clients"; import accepts CSV, TSV and PSV under 2.5MB (about 5000 rows) via Clients > More Actions.^[1]
• Client import cannot bring drop-down custom fields or custom lead sources (only Facebook, Google, Instagram, Flyer, Referral, Vehicle Wrap and Other), and if the Street column is empty no property is created.^[1]
• Client export includes tags, property addresses, contact information and custom fields; selecting several tags exports only clients that have every selected tag.^[2]
• Products & Services: Gear icon > Settings > Products & Services; sample columns Name, Description, Unit Price, Taxable, Category, Active; 2.5MB per import; Export to CSV is emailed, or downloads directly under 50 items.^[3]
• Jobs: "The job import is only available to admin users"; CSV only, up to 1,000 jobs per import, past jobs within ten years are marked complete and archived; jobs match existing clients only on exact name or address, otherwise new clients/properties are created.^[4]

• "Only admin users can access App Marketplace"; an app is connected from its card with the green Connect button, then Allow Access after reviewing requested permissions.^[5]
• "Some apps may not show in App Marketplace if you don't meet the criteria to use that integration".^[5]
• If the user who connected an app is deactivated, that user's apps are disconnected and must be set up again by a remaining user.^[5]
• Apps for the marketplace are built through Jobber's Developer Center at developer.getjobber.com.^[5]

1. Non-admin trial champion cannot export or connect

   Client import/export, job import and the App Marketplace are admin-only in Jobber, so an office manager running the trial gets stuck.^[1][4][5]

   Fix: Get the Jobber admin on the setup call or ask them to send the CSV.

2. Client export arrives as many 1500-row files

   CSV client exports are capped at 1500 rows per file and are emailed, and a multi-tag filter keeps only clients with every tag.^[2]

   Fix: Ask for the whole export email and merge all attachments before importing.

3. Imported jobs lose technician assignment

   Jobs whose Assigned To person is not a Jobber user import as unassigned, job custom fields are not imported, and one import takes 1,000 jobs.^[4]

   Fix: Add team members as users first and split job history into 1,000-row files.

4. QuickBooks US sync locks the item list

   With QuickBooks US, the Products & Services list cannot be updated by import; changes must be made in QuickBooks and synced.^[3]

   Fix: Ask if the contractor syncs QuickBooks US before planning a price book import.

5. Integration dies when the connecting admin leaves

   Deactivating the user who connected an app disconnects that user's apps.^[5]

   Fix: Have the account owner, not a temporary admin, connect your app.

Jobber's own documentation, read on 9 November 2026. Products change menus, plans and limits; if your account shows something different, your account wins.

1. Import Clients
2. Export Client Information
3. Products & Services List
4. Import Jobs
5. App Marketplace
6. Online Booking
7. Assessment and Visit Reminders