Moving from Jobber or Housecall Pro, without the sales talk

What moves, what doesn't

	Moves to DayBoard?	The plain truth
Client list	Yes	Export a CSV from Jobber or Housecall Pro and import it here: names, emails, phones, addresses.
Recurring jobs	Re-enter once	No platform in this category imports another platform's recurring patterns — not Jobber, not Housecall Pro, not us. You set each repeating job up once on the new board; most crews have a handful.
Open invoices	No	Unpaid invoices stay where they were issued, everywhere in this category. Finish them in the old tool, or re-issue the few that matter in DayBoard.
Job history & photos	No	Past jobs and their photos do not transfer between platforms. Export what your records need before you cancel anything.
Card payments	Fresh connect	Stripe connections do not move between platforms. Connecting your Stripe inside DayBoard takes a few minutes, once.

The afternoon, step by step

• 1. Export your clients. In Jobber: Clients, then the export option. In Housecall Pro: Customers, then export. Save the CSV file.
• 2. Subscribe and open your board (get access — your code arrives by email the moment you subscribe).
• 3. Import the file in DayBoard under Clients. Check a few names against the old list.
• 4. Add your crew in Settings — names only, up to 5, each gets a color.
• 5. Put this week's jobs on the board, and set up your recurring ones.
• 6. Connect Stripe in Settings so the next invoice carries your pay link.
• 7. Run both tools to the end of the month if open invoices are still out on the old one, then cancel the old subscription.