Free tool · Works with Jobber exports
Who in your Jobber account should be on a plan?
Clients who book you two or more times in two years, saw you recently and aren't on a recurring job already are the easiest people to offer a maintenance plan. Drop in a Jobber visits export and we'll count them. The file stays in your browser.
- Cost
- Free
- File
- Never uploaded
- Takes
- ~1 min
Your Jobber export
How to get the file from Jobber
- In Jobber, go to Reports and open the Visits report.
- Set the date range to the last 2–3 years.
- Click Export to CSV. Jobber emails you the file.
Menu names can change; check Jobber's help centre if you can't find it.
🔒 The file is read in your browser. It is never uploaded to us.
🔒 Runs in your browser. The numbers you type aren't sent to us.
Common questions
Is my client list uploaded?+
No. The CSV is read by your browser and processed on your device. If you unlock the full list we receive your email and the counts (clients and candidates), not names or details.
Which Jobber export should I use?+
The Visits report (Reports → Visits → Export to CSV) works best because it has one row per visit with the date and client. A client export without visit dates can't show repeat visits.
Is this made by or approved by Jobber?+
No. It's an independent tool that reads a CSV you export. Jobber is a trademark of its owner. We're not affiliated with or endorsed by Jobber.
Why are some clients counted twice?+
Clients are matched by name, so 'Jane Smith' and 'Jane Smith' count separately. Clean up names in Jobber for best results.
Estimates only
Results are a pattern in your own data based on the rules shown. They don't predict who will join. Not affiliated with or endorsed by Jobber.
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