Import from Jobber

Overview

Run your field work in Jobber? Connect it once and Setell pulls in your past jobs, so it can price new quotes from the work you've actually done. It's a one-way import — Setell reads your history; it never writes back or changes anything in Jobber.

Coming from ServiceTitan? The direct ServiceTitan connection has been retired. Export your jobs to CSV from ServiceTitan and use the spreadsheet import instead — same result, one extra click: docs/import/spreadsheet.

Before you start

• A Jobber account you can sign in to.
• The Business or Pro plan — importing your history is part of pricing memory, the same tier that mines your QuickBooks history.
• 2 minutes.

Importing your Jobber history needs the Business or Pro plan. If you're on Free, Import historical jobs prompts you to upgrade first. See docs/account/plans.

Steps

1. Go to Settings → Connections.
2. Find the Jobber card and click Connect to Jobber.
3. Sign in on Jobber's site and approve access. You land back in Setell and the card reads Connected — historical jobs ingested on demand.

What happens next

• After connecting, click Import historical jobs on the Jobber card in Settings → Connections. Setell then brings in your past jobs in the background — you don't have to babysit it.
• Imported jobs become history Setell can search when you draft new quotes.
• It's read-only: nothing in Jobber changes, and nothing goes out to your customers.
• Imports only run when you click Import historical jobs, so nothing pulls in behind your back. If you want the connection removed entirely, contact support.

The import runs in the background — give it a few minutes after you click Import historical jobs. Re-running is safe; jobs you've already imported aren't duplicated.

Troubleshooting

• Card still says "Not connected" after signing in. The sign-in didn't complete the round-trip. Click Connect again and approve all the way through on Jobber's site.
• "Already connected to another account." That Jobber account is linked to a different Setell account. The owning account must disconnect first.
• History isn't showing up yet. Imports run in the background and can take a bit after connecting. If it's been a while, contact support.
• Still stuck → docs/reference/troubleshooting.

FAQ

• Will this change anything in Jobber? No. The import only reads — it never edits or deletes your data there.
• Do I need a paid plan? Yes — importing your Jobber history needs the Business or Pro plan, the same tier that unlocks pricing memory from your past work.
• What about ServiceTitan? The direct connection was retired. Export a CSV from ServiceTitan and use docs/import/spreadsheet — your history lands in the same place either way.
• What if I'd rather just upload a file? Export to CSV from Jobber and use docs/import/spreadsheet.

Related

• docs/import/spreadsheet · docs/import/quickbooks-history · docs/integrations/jobber

Ready to try it on your own quotes?

Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.