How to use Jobber?
Short answerJobber's help center describes importing clients from a CSV spreadsheet, importing jobs, and setting up routes. [1] A sensible first week is to load a clean client list, enter a few real jobs, test the schedule view, and only then add your crew.
The explanation
Per the help center, clients can be imported from a CSV, with a prompt to confirm that your column headings match supported fields. [1] Clean the spreadsheet before uploading. Merge duplicates, fix phone formats and remove people you no longer serve, because an import is quicker than a cleanup.
The help center also says one-off and recurring jobs can be imported from a CSV to build the calendar. [2] If you have recurring customers, that is worth testing on three or four rows first and checking the dates before loading the rest.
For routing, the help center describes a master route and a daily route, with limits by plan and schedule version. [3] Read that article before assuming it fits your account. Then run a real day: create the jobs, view the schedule, and see what a crew member sees in the field.
What to watch for
- Importing a messy list and cleaning it afterwards.
- Testing only in the office and not with a crew member's phone.
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 includes a guided setup wizard, customer import from CSV and a sample data demo tenant. The wizard is built, while import and the demo tenant are partly built or built as screens only.
- OB01Guided setup wizard (under 10 minutes)(Built, rolling out)
- LD15Customer import from CSV/other software(In progress)
- OB12Sample data / demo tenant(Rolling out)
Apex Flow Scheduler is in early access. See how we label status.
Sources
- Jobber Help Center: Import Clients (read 2026-10-07)
- Jobber Help Center: Import Jobs (read 2026-10-07)
- Jobber Help Center: How to Route (read 2026-10-07)
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. We do not have search volumes.