> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Migrate From Jobber to FieldPulse > Move your scheduling, dispatch, estimates, invoices, and recurring jobs from Jobber to FieldPulse, with a full terminology map and setup steps. > **Who uses this:** Admins — importing data and recreating settings during a migration require admin access. **Availability:** All regions. Migrating from Jobber to FieldPulse is mostly learning the new names and recreating your setup once. FieldPulse covers the same core workflows you rely on in Jobber — [scheduling and dispatching](https://www.fieldpulse.com/features/scheduling-and-dispatching), [estimates and invoices](https://www.fieldpulse.com/features/estimates-and-invoices), [payments](https://www.fieldpulse.com/features/fieldpulse-payments), and recurring jobs — so this guide maps the terminology and walks you through the move step by step. ## Overview The Jobber to FieldPulse migration has three parts: import your existing data (customers and items), recreate your account setup (settings and workflows), and learn where each day-to-day task lives in FieldPulse. The terms and navigation differ in a few key areas, but the concepts map directly, as the terminology reference below shows in full. Plan on recreating your settings once rather than transferring them, because FieldPulse imports your data from spreadsheet templates rather than through a direct Jobber connection. ## Before you begin * **Export from Jobber.** Export your client list and your Products & Services catalog to Excel, Google Sheets, or CSV, and keep your open jobs, quotes, and recurring jobs accessible for reference during setup. The exact export steps vary by Jobber plan. * **Prep for import.** FieldPulse brings your data in with its own import tools rather than a direct Jobber connection. Review [How to Import Data into FieldPulse](/settings/data/importing-data) and [How to Import Customers](/settings/data/importing-customers) before you start. * **New to FieldPulse?** Start with [Welcome to FieldPulse](/getting-started/welcome/overview) for an orientation to the platform. ## Terminology reference Jobber and FieldPulse use different names for many of the same things. Use this table as your translation key while you set up FieldPulse and while your team learns the new workflow. | **Jobber** | **FieldPulse** | | -------------------------------- | ------------------------------------ | | Client | Customer | | Job | Job, Service, Project, or Work Order | | Visit (appointment within a job) | Site Visit | | One-Off Job | Job | | Recurring Job | Recurring Job | | Quote | Estimate, Quote, Bid, or Proposal | | Optional Line Items (on Quote) | Add-On Options (on Estimate) | | Request | Booking Portal submission | | Assessment | Site Visit (on a Job) | | Invoice | Invoice | | Progress Invoicing | Progress Payments | | Property | Location (on Customer record) | | Products & Services | Item List | | Line Item | Line Item | | Schedule | Schedule | | Route Optimization | Route Optimization | | Team Member / Fieldworker | User / Service Agent | | Timesheets | Timesheets | | GPS Waypoint Tracking | Geostamps | | Jobber Payments | FieldPulse Payments | | Automatic Payments | Recurring Billing with Card on File | | Client Hub | Customer Portal | | Online Booking | Booking Portal | | Job Forms / Checklists | Subtasks or Custom Forms | | Job Costing | Job Costing | | Custom Fields | Custom Fields | ## Import your customers and items Bring your customer base and item catalog into FieldPulse with the import tools before you start creating jobs. 1. **Import your client list.** Follow [How to Import Customers](/settings/data/importing-customers) to download the mass import template, fill it in from your Jobber client export, verify the records, and upload. Jobber Clients become Customers in FieldPulse. 2. **Import your items.** Build your Item List by importing your Jobber Products & Services with the item import template. Follow [How to Import Your Item List](/settings/data/importing-item-list). If you sync FieldPulse with QuickBooks, do not import customers or items — the sync brings both your customers and your items into FieldPulse automatically. ## Recreate your account setup These are the settings you configured in Jobber that need to be set up in FieldPulse before you go live. 1. Enter your company information in **Company Settings > General** (name, logo, contact information). 2. Set a default tax rate in **Company Settings > Estimates & Invoices > General**, or enable automatic tax rates in **Company Settings > Features & Plug-Ins**. 3. Create an estimate template from the **Estimates** tab under Sales — select **Templates > New Estimate**. 4. Toggle **Save as Template** on before you save the estimate. 5. Create an invoice template from the **Invoices** tab under Sales — select **Templates > New Invoice**. 6. Toggle **Save as Template** on before you save the invoice. 7. Recreate your custom status workflow in **Company Settings > Jobs > Custom Status** to match your Jobber setup. Statuses can trigger automatic time tracking and customer notifications. 8. Configure user roles and permissions in **Company Settings > User Accounts** — the Fieldworker role in Jobber maps to Service Agent in FieldPulse. 9. Enable payment processing in **Company Settings > Features & Plug-Ins > FieldPulse Payments** and start your application. 10. Enable the Customer Portal in **Company Settings > Features & Plug-Ins > Customer Portal** — the equivalent of Jobber's Client Hub, where customers can view jobs and pay invoices online. 11. Enable the Booking Portal in **Company Settings > Features & Plug-Ins > Booking Portal** — the equivalent of Jobber's Online Booking, which generates an embeddable booking link for your website. ## Create and dispatch a job Create a job the way you created a job in Jobber, then dispatch it from the Schedule. 1. Go to **Jobs > Create Job** and select an existing customer, or create one from here if they do not exist yet. 2. Fill in the job title, assign a user or team, and set a date and time. Use **Find Availability** to see open time slots across your team before you commit to a time. 3. Save the job. It appears on the Schedule page for the assigned technician. To add a second visit to the same job without creating a new record, open the job and add a **Site Visit** — the equivalent of adding a Visit in Jobber. See [How to Add Site Visits](/jobs/jobs-tasks/site-visits).