SWITCH TO CLEANR.
PLAN THE FIRST WEEK.
Move your cleaning business in a clear order: check what transfers, review customer records, rebuild upcoming work and confirm the crew is ready. Keep access to the records you still need in your old system.
WHAT CAN YOU BRING OVER?
Customer records from Jobber
Cleanr supports a Jobber client CSV import on the web. It maps Name, Address, Phone, Email and Notes. A mapped name and address are required; files can be up to 20 MB. Review the mapping and preview before confirming.
The import creates customer records. It does not transfer jobs, visits, invoices, payments, quotes, attachments, tags or custom fields. Rebuild future appointments after checking the imported customers.
Check for existing records first. An unchanged Jobber row can be skipped when its name and address match an earlier Jobber import. A customer entered manually in Cleanr is not automatically matched to that import.
Spreadsheets and other software
The documented import above is for Jobber exports. If you use another system or a spreadsheet, ask us about your source and the fields you need before planning a bulk transfer. Start with the software name and column names; there is no need to email customer records with your first question.
Keep historical billing and payment records available in the original system or in exports. Treat saved payment methods and automatic collection settings as separate setup work; a customer CSV does not carry them over.
YOUR FIRST WEEK, IN ORDER.
1. Check the fit before moving data
List the work you need to handle: recurring appointments, property notes, crew assignments, quotes and invoices. Compare those needs with Cleanr’s features and pricing. Confirm any must-have workflow before committing to a switch.
2. Set up the business and review customers
Follow the getting-started guides. Decide whether to import supported customer records before creating them by hand. After importing, check names, service addresses, contact details and notes in Customers.
3. Rebuild the next appointments
Create the upcoming work you want to run in Cleanr. Verify each service, date, time, assigned cleaner and recurrence. Compare the next week against your old calendar so a repeat visit is not missed or scheduled twice. Use the first-appointment guide to work through the setup.
4. Check the crew and billing workflow
Invite your staff and confirm that each cleaner can see the right assigned work. Review crew dispatch and invoicing and payments before using them for live jobs. Agree where new invoices and payments will be managed so both systems do not bill the same work.
5. Choose the handover date
Tell the crew which system to use from that date. Review the first week in Cleanr, keep access to any unfinished work and historical records, and confirm your old vendor’s export and cancellation terms before ending that subscription.
QUESTIONS BEFORE YOU SWITCH
Will Cleanr move everything automatically?
No. The Jobber import covers the customer fields listed above. Scheduling, historical transactions and other excluded data need a separate plan. Confirm your exact requirements with the team.
How long does switching take?
It depends on the number of customers, the quality of the export and the upcoming work you need to rebuild. Review a small set of records and appointments before choosing the handover date.
Where can I get setup help?
The help center covers the product steps. Use Contact Cleanr for a question about your move or Help & Support inside Cleanr for an account issue.
MAKE A PLAN FOR YOUR MOVE.
Tell us your current system and the work you need to bring across. We can start with the right questions before you move customer data.