Switching to Zebu is easier than you think.
Bring your clients and your history with you. Most teams are working in Zebu the same week they decide to move.
1. Export from your old tool
Download your clients, jobs, invoices, quotes, and price book as spreadsheet files. Your old account stays open the whole time, so nothing is at risk.
2. Upload and preview
Drop the files into Zebu and see exactly what will come across before anything is saved. Spot a problem? Fix it and preview again.
3. Confirm and go
Approve the import and your clients, history, and price book are in place. Invite your team and you are ready for Monday morning.
What comes with you
Your clients
Names, contact details, and the service address where your crew actually goes.
Your job history
Past visits stay attached to the right client, so the full story is one click away.
Your invoices and quotes
Open balances and past paperwork come with you, so nothing falls through the cracks.
Your price book
Your services and prices, ready to drop into new quotes on day one.
Questions about switching
Will I lose any data when I switch?
You keep your old account open while you move, so you can compare the two side by side. Preview what will come across before you commit, and your original files stay untouched on your own computer.
Which tools can I switch from?
Zebu has guided imports for Jobber, including quotes and job history. Clients from any other tool, or from a plain spreadsheet, come across with a simple file upload. Using something else? Tell us and we will tell you honestly how it will go.
How long does it take?
Exporting takes a few minutes. Importing and checking takes an afternoon for most small teams. Pick a quiet week and give your crew a day to get comfortable.
Can someone help me?
Yes. We have moved off other platforms ourselves, and we will walk you through it, from your first export to your first full week in Zebu.
What does Zebu cost after I switch?
Plans start at $39 a month and include up to 5 users. See the pricing page for every plan, and the Jobber comparison for a side by side look.
Thinking about leaving Jobber? Read how to switch from Jobber or see the Zebu vs Jobber comparison.
Ready to make the move?
Start a free 14 day trial and import your clients today, or book a demo and we will walk you through it.
Book a demo