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You can export your Jobber client list from Jobber as either a CSV or vCard file. Your client list can be fully or partially exported based on tags.
Client lists can be exported as a spreadsheet, either as a CSV for vCard file. Exporting your client list can be a useful way to create a list of your clients including information like tags, property addresses, contact information, or custom field which can then be imported into another software or saved for your records.
Clients can only be exported by admin users. To export your client list, navigate to the Clients tab from the side navigation menu. From the Clients page, in the top right corner click More Actions > Export Clients.
Clicking Export Clients will bring up a pop-up:
To export your entire client list, click on either vCard or CSV. Jobber will then email you a copy of the exported client list.
Exporting Only Clients with a Certain Tag
If you want to export only clients with a certain tag, click the tag, then click vCard or CSV to export this list. You will be emailed a copy of the client list.
If you select multiple tags here, only clients with all the tags select on them will be exported.
Exporting your Clients for Marketing Tools
One great way to reach out to your past, present, and future clients is mass emailing. Many marketing softwares will have an option to import a list of client names and contact information. Exporting your client list from Jobber as a .csv and then importing it into the marketing software of your choice is a way that you can bring your Jobber clients into your marketing tool.