Article

How to export Jobber clients, quotes and jobs

By TrustPast

Updated October 22, 2026

A plumbing or HVAC company that has run on Jobber for eight years has every quote it ever sent sitting in one place. The ones that were won, the ones that were lost, and the jobs that followed. Here is what to count before you apply, why you don’t export anything to apply, and, for after an agreement, how Jobber’s own export works and what the files hold.

Version note. Checked against Jobber’s help pages on 22 October 2026. Menus change. If a step differs, Jobber’s help page wins.

Count what you have; you do not export to apply

Polyshares publishes the order of things on its data handling page. “Intake asks for record counts, not files or exports.” And: “Nothing leaves your systems until Polyshares has made an offer and you have accepted it.”

Its Jobber guide says the same thing about this tool: “The intake only needs the size, so you do not have to run an export to fill it in. You also do not need to clean or scrub an export.”

So the first job is a count, not a file. For Jobber, that is four numbers:

how many clients are in the account;
how many quotes have been sent, won and lost, since the company started on Jobber;
how many jobs, one-off and recurring, and how many visits;
how many years the company has used Jobber, and how many people log in.

The export steps further down are for later. They are what you will need if Polyshares makes an offer and you accept it. Until then, the clients, quotes and jobs stay in Jobber, and the crews keep using it tomorrow.

See your estimate

Where Jobber shows how much you have

Jobber’s reports page says where its reports live: on Jobber.com, in the side navigation, “Insights,” then “Reports.” The reports are split into financial reports, work reports and client reports. The work reports include the one-off jobs report, the recurring jobs report, the visits report and the quotes report.

Who can see them: “To access reports, you must be an admin user or have the Reports permission enabled.” And on plans: “Reports are available on select plans.” Jobber says to check your plan under the Gear Icon, then Account and Billing.

Jobber’s one-off jobs report page says how the total shows: “The large number is the total jobs for the period.” Its date ranges run from Today to “All time,” so choose All time for the count. The page says the report “is accessible by admin users or users with these permissions”: view full client and property info, view quotes, view jobs, view invoices, report permissions, and show pricing.

For clients, Polyshares’ guide says to export the client list and count the rows. That is the one count that does produce a file. It stays on your computer. Nothing is sent.

Here is the count to write down, as our own advice:

Clients: the rows in the client export, added across every file.
Quotes: the total in the quotes report, All time.
Jobs: the totals in the one-off and recurring jobs reports, All time.
Years: the date of the oldest job or quote.

Worth two minutes to see your range? Our estimate asks five questions about the company and its records.

Who can export, and what the plan allows

Jobber is specific about who can do what.

Clients. Jobber’s client export page says only admin users can import and export clients. Team members with the Reports permission can export some client data. Client exporting is available on select plans.

Reports. The reports page says reports need an admin user or the Reports permission. For the quotes report, Jobber says it “is available to admin users or users with these permissions”: view all quotes, view all reports, and show pricing.

Row limits. Jobber says the CSV client export handles up to 1,500 rows at a time. If you have more than 1,499 clients, the export email carries several files.

What can’t be exported. Jobber says: “Not all reports can be exported.” It names the Taxation, Waypoints and Job Follow-ups reports as ones that aren’t in .csv format and can’t be exported.

Where the file goes. Jobber emails reports. The quotes report page says the report “will then be sent to the same email address that you use when you log into Jobber.” Run the export from the account whose inbox you control.

The steps, in Jobber’s words

These steps are for after an agreement with Polyshares says what is in scope. Each step names its source.

Step 1: Open the client list

Go to the Clients tab in the side navigation menu. Source: Jobber, export client information.

Step 2: Start the client export

In the top right corner, select More Actions, then Export Clients. Source: Jobber, export client information.

Step 3: Choose the format

In the pop-up, choose CSV or vCard. Leave the tags unselected to include every client; Jobber says that if you pick several tags, only clients with every selected tag are included. Jobber then emails you the list. Source: Jobber, export client information.

Step 4: Open the reports

From the side navigation, select Insights, then Reports. Source: Jobber, reports basics.

Step 5: Run the quotes report

Open the quotes report under the work reports and set the date range the agreement covers. Source: Jobber, quotes report.

Step 6: Export the quotes report

“To receive a spreadsheet version of the quotes report, click Export to CSV,” then select whether to export “with all columns or just the selected ones.” Choose all columns. Source: Jobber, quotes report.

Step 7: Export the one-off jobs report

Open the one-off jobs report under the work reports and set the date range the agreement covers. Click “Export to CSV” and choose to export “with all columns or just the selected ones.” Jobber says: “The report will then be sent to the same email address that you use when you log into Jobber.” Source: Jobber, one-off jobs report.

Step 8: Repeat for the recurring jobs and visits reports

Jobber’s reports page lists the recurring jobs and visits reports among the work reports, and says exported reports arrive as “a .csv file of the report which can be opened in Excel or saved to your computer.” Source: Jobber, reports basics.

What the files contain

The client export, Jobber says, includes tags, property addresses, contact information and custom fields. It comes as CSV for a spreadsheet, or vCard for an address book. For this purpose, CSV is the useful one.

The report exports are CSV files, one per report, emailed to the login address. Each holds the columns you chose. Polyshares’ guide adds that “Sorting you apply in Jobber does not carry into the file.”

What the files do not hold matters too. Photos and attachments live on notes. Polyshares’ guide says notes sit on clients, requests, quotes, jobs, visits and invoices, and that “There is no account wide bulk download of attachments; the zip export works per note.” Jobber does not publish a bulk photo export on the pages we read.

Here is what that means in a trade company, as our own description. The quotes report is the estimate history: every quote, its amount, its status, won or lost. The jobs reports are the work that followed. Read together by year, they show which kinds of jobs a company quoted, which it won, and what the work turned into. The estimates and quotes page goes through why the lost bids count as much as the won ones. The job files page covers what a job record holds beyond the numbers.

Check the export

Five checks, as our own advice:

Add the rows of every client file. Does the total match the count you wrote down?
Open the quotes file. Is the oldest quote from the year the company started on Jobber?
Check that the file has every column. If you chose only the selected columns by mistake, run it again.
Open the jobs files. Do one-off and recurring jobs both appear?
Look for the reports that can’t be exported. If the agreement names one, ask Polyshares how it wants it handled.

The personal data in a Jobber export

A Jobber export is a customer list with a work history attached. That is the part to know before anything moves.

The client file carries what Jobber says it holds: tags, property addresses, contact information and custom fields. In a trade company the custom fields often hold more than anyone remembers. A gate code. A dog’s name. A note that the customer works nights. The quotes and jobs files carry the client name on every row.

Polyshares publishes how this is handled. Its data handling page says: “Names, emails, phone numbers, account numbers, and addresses are removed or replaced by a specialist PII partner before Polyshares or any buyer sees the record. Roles, timestamps, and the work itself are kept.” It also says: “If the partner reviewing the sample spots anything that reads as identifying, the record goes back for another pass before pricing continues.”

So the plumber’s customer becomes a customer. The quote stays a quote, with its line items and its outcome. You don’t scrub the file yourself. Polyshares’ Jobber guide says: “Polyshares does that work, so your team does not have to scrub records first.”

What is never included

Start with what Polyshares publishes. Its home page says the licence is “Defined material for a defined term. It does not cover what you hold on behalf of your own clients.” Its data handling page says names, emails, phone numbers, account numbers and addresses are removed or replaced before Polyshares or any buyer sees the record.

Now our own advice, which is ours and not Polyshares’:

Customer contact fields. Names, phone numbers, emails and addresses were there so the crew could find the house. They were never the thing being bought.
Payment details. Card and bank details belong in the payment processor, not in a licensed record. If a note holds one, flag it.
Gate codes and access notes. Custom fields and notes often carry them. Raise them on the call so they stay out.
Photos that identify a home or a person. A house number, a licence plate, a face. Ask how they’re handled before you count them in.
Anything a client owns under contract. A commercial client’s specs or drawings attached to a job may be theirs.
Health information about anyone. A customer who needed a priority call for a medical reason.
Staff personnel and payroll files. Timesheets and pay rates are not how the work was done.

What is licensed is set out in Polyshares’ offer and the terms you agree, after Polyshares has read an anonymized sample.

What this means for a plumbing company

Here is what a plumbing company usually keeps in Jobber, as our own description and not a list from any buyer. The quotes for water heater swaps, repipes and drain work, each with its line items. The ones the customer turned down, and the cheaper option they took instead. The recurring jobs for commercial drain maintenance. The visit notes from the tech: what was found under the slab, what the camera showed. The client history that shows the same house calling back five years later. The plumbing companies page goes through the rest of a plumber’s record.

What this means for an HVAC, roofing or auto-repair company

An HVAC company on Jobber keeps the maintenance plans as recurring jobs, the repair-or-replace quotes, and the visit notes behind each one; the HVAC companies page has more. A roofer keeps the inspection quotes, the full replacement quotes and the job notes from tear-off day; see the roofing companies page. An auto-repair shop that runs on Jobber keeps the estimates and the repair jobs that followed; the auto-repair shops page covers the shop’s record. If your company runs ServiceTitan instead, the ServiceTitan guide covers the same ground. The books usually sit in QuickBooks; the QuickBooks guide covers that side.

Where we fit

We, TrustPast, explain the process and give you a range with our estimate. It is ours, not an offer. Polyshares pays us a referral fee. You pay us nothing. We never see your Jobber account, your export, or your files. How the de-identification works, in plain words, is on how it’s safe. Why buyers want records like these at all, and what they leave out, is on what data buyers actually want from a trade business.

Before you apply

Four things to settle first, as our own advice:

Count. Clients, quotes, jobs, years. Write the four numbers down.
Don’t export for the application. Polyshares asks for counts.
Find the older system. If the company ran on paper or another tool before Jobber, those years count too. Note how many.
List what stays out. Customer contacts, payment details, access notes, client-owned files.

Then answer the five questions. If the range is worth your time, apply.

TrustPast

Questions and answers

Do we have to export our Jobber data to apply?

No. Polyshares says intake asks for record counts, not files or exports, and that nothing leaves your systems until Polyshares has made an offer and you have accepted it. Count the clients, quotes and jobs. Export only after an agreement says what is in scope.

Who can export from Jobber?

Jobber says only admin users can import and export clients. Reports are open to admin users or users with the Reports permission. The quotes report also asks for permissions to view all quotes, view all reports and show pricing.

Why did our client export arrive as several files?

Jobber’s CSV client export handles up to 1,500 rows at a time. A company with more clients than that gets several files in the export email. Add the rows of every file together for the count.

Can every report be exported?

No. Jobber says not all reports can be exported, and names the Taxation, Waypoints and Job Follow-ups reports as ones that can’t. The quotes and jobs reports are the ones that matter for the record.

Our plan doesn’t show Reports. What now?

Jobber says reports are available on select plans, and client exporting is too. Check your plan under the Gear Icon, then Account and Billing. For the count, you can still note how many years the company has used Jobber and how many quotes and jobs it runs in a typical month.

Do we remove customer names before anything moves?

No. Polyshares says names, emails, phone numbers, account numbers and addresses are removed or replaced by a specialist PII partner before Polyshares or any buyer sees the record. Polyshares’ Jobber guide adds that you do not need to clean or scrub an export.

What does it cost us?

Nothing. Polyshares says there is no fee and no commission. Polyshares pays TrustPast a referral fee; you pay us nothing.