How to export clients and quotes from Jobber (CSV)

Export 1: the client list

Open the Clients tab in the left-hand navigation. At the top right of that page, select More Actions, then Export Clients, then choose CSV (vCard is the other option, and it's the wrong one here — it produces contact cards, not a spreadsheet).

Jobber does not hand you a download. It emails the file to the address you sign in with, usually within a few minutes. Two constraints are worth knowing before you start: only admin users can run the export, and each CSV holds up to 1,500 rows. Past that, Jobber splits the data across multiple files attached to the same email, so check for attachment two before you conclude that half your clients are missing.

If you only want part of the list, click a client tag first and run the export from the filtered view — you get just the tagged clients.

Export 2: the quotes report

Jobber says "quote" where the rest of the trade says "estimate," and quotes are where the money data lives. Go to Reports in the left navigation and open the Quotes report. Set the date range as far back as it allows — reactivation work cares about the oldest rows, not the newest.

Before exporting, use the Columns button at the top right to add every field you might want; the default view is narrower than the export can be. Then choose Export to CSV, and Jobber asks whether you want all columns or only the ones currently selected. Pick all columns. This file is also delivered by email rather than downloaded.

Which reports appear in your account depends on your Jobber plan, and Jobber's pricing page is the authority on what your tier includes. If the Quotes report isn't there, the client list export plus a manual quote list is a workable fallback.

The fields you'll see, and what each one is for

• Quote # — the stable identifier; use it to de-duplicate rather than matching on client name
• Client name, email, and phone — a row with neither email nor phone cannot be contacted, no matter how large the quote
• Quote title and line items — useful context for writing a follow-up that references the actual job
• Total — the face value of the opportunity, and the field that decides which rows deserve a phone call
• Status — the single most important column; see the status list below
• Sent date / created date — recency determines how a lead should be approached, and whether it should be approached at all
• Deposit fields — a paid deposit on an unconverted quote is a strong signal, not a dead lead

Reading Jobber's quote statuses

Per Jobber's own documentation, a quote moves through a fixed set of statuses, and knowing what each one means is what turns the export into a target list.

• Draft — created but never sent to the client, and invisible to them. Not a follow-up candidate; it's an internal loose end
• Awaiting Response — sent, and neither approved nor refused. This is the core reactivation segment
• Changes Requested — the client asked for a revision. These are the warmest rows in the file: someone engaged and then the thread stalled
• Approved — the client said yes. If it's approved but never converted, work stopped somewhere between the yes and the schedule
• Converted — turned into a job. This is a final status in Jobber and stays converted even if the job is later deleted, so treat it as won
• Archived — filed away and hidden from the client. Usually a deliberate no, but old archives are worth spot-checking

Resist the urge to tidy the file by hand. Duplicate clients from re-imports, phone numbers in four different formats, and inconsistent capitalization are normal in every real export. Cleaning that up is mechanical work, which is exactly the kind of work that shouldn't consume an evening.

What the file is actually worth

The number worth knowing first is measured, not modeled: the combined total of quotes sitting in Awaiting Response and Changes Requested, filtered to the age range you'd genuinely be willing to contact. That figure is the ceiling on what a reactivation campaign could address — not a forecast of what it will earn.

SignalBack's free CSV audit does that arithmetic on the raw Jobber export. It merges duplicate clients, normalizes contacts, classifies each quote, and ranks the largest candidates, then presents low and high planning scenarios that are clearly labeled as scenarios. No signup, and nothing sends — the audit reads the file and hands the numbers back.