How to cancel a field service subscription and keep my customer list?
Short answerTo cancel a field service subscription and keep your customer list, export customers, locations, jobs and invoices to files you control before canceling, open the files to confirm they are complete, and store a second copy offline. Your list is the asset that moves with you to the next tool.
The explanation
Customers are what you actually own. The export should include names, phones, emails, service addresses and notes, and ideally job history and open balances. If the export tool only offers a customer list without addresses, ask support for a full data file before you cancel.
Open the file in a spreadsheet and check a handful of customers you know. Are there duplicates, missing phone numbers or merged cells? Fix that now, while the old system can still answer questions.
Store a copy on a drive you control, with a date in the name. Then import into the new tool and compare counts. Only after the new system shows the same customers and open jobs should you cancel the old one. Privacy rules may apply to stored customer data, so keep the file secure.
What to watch for
- An export missing addresses or notes.
- Canceling before comparing counts in the new tool.
- Keeping the file somewhere unsecured.
How Apex does it
In progress
Part of this is built. The rest is not. Status as of 2026-10-07; the badge shows the least-built feature involved.
Apex is designed to export customers to CSV at any time, import customers from CSV or other software and offer done-for-you migration. CSV export and import are in progress, and migration help is also in progress.
- LD16Customer export (CSV) at any time(In progress)
- LD15Customer import from CSV/other software(In progress)
- OB05Done-for-you data migration(In progress)
Apex Flow Scheduler is in early access. See how we label status.
Where this question comes from: owners type it, or a close variant, into search boxes. It was returned by public search suggestions (Google, Bing or DuckDuckGo) when we collected them on 2026-10-06; the exact phrase seen was “how to cancel jobber?”. We do not have search volumes.