Switch from Service Fusion

Switching from Service Fusion to JobStack: a step-by-step guide.

You've decided to move off Service Fusion. This guide walks through what to export, how to clean it up, how to import into JobStack, and how to run both in parallel so you don't get stranded.

Why operators leave Service Fusion

What carries over, what changes

Carries over

  • Customer list
  • Job and work order history
  • Open and historical invoices
  • Payment records
  • Service location data
  • Basic equipment records

Needs setup or rethinking

  • GPS and fleet tracking (replace with third-party if needed)
  • Parts inventory management (recreate in JobStack at simpler depth)
  • Custom forms and workflows
  • Trade-specific reporting
  • Driver behavior and route optimization
  • Memberships and recurring service agreements

The migration, step by step

  1. 1

    Export your data

    In Service Fusion, go to Settings → Export Data. Pull CSVs for Customers, Jobs, Invoices, Payments, and any inventory you need to reference.

  2. 2

    Audit and clean

    Look for duplicate customers (common after multi-year accounts), test entries, and inactive records. Don't aim for perfect — 30 minutes is enough.

  3. 3

    Decide what to rebuild

    GPS, inventory, custom forms — make an honest list of what you actually use weekly. Don't rebuild things you don't use.

  4. 4

    Import into JobStack

    Upload CSVs through Settings → Import. The importer handles standard field mapping; review flagged ambiguities inline.

  5. 5

    Set up replacement for GPS (if needed)

    If GPS is essential, set up Samsara, Verizon Connect, or similar before cutover. Otherwise you'll lose a workflow your dispatchers depend on.

  6. 6

    Reconnect payments and QuickBooks

    Standard integrations, each under 2 minutes. Test with a real invoice before sending the first JobStack invoice to a customer.

  7. 7

    Rebuild basic inventory

    JobStack supports inventory tracking at a simpler level. Set up your top SKUs and per-truck stocks.

  8. 8

    Parallel run for one week

    Service Fusion stays accessible; JobStack handles new jobs. Watch for invoicing edge cases.

  9. 9

    Cancel and archive

    Final data export, then cancel. Save exports per your tax retention requirements.

Common gotchas

Realistic timeline

  • Day 1 Export, audit, sign up for JobStack, import customers/jobs/invoices.
  • Day 2 Set up replacement GPS, rebuild basic inventory, reconnect QB.
  • Day 3–7 Parallel run; JobStack for new work, Service Fusion for reference.
  • Day 8+ Cancel Service Fusion, final exports, archive.

Ready to start?

Get migration help, free at launch.

JobStack launches soon. Sign up to get early access plus white-glove migration from Service Fusion — we'll get on a screen-share and do most of the work with you.

Get notified + migration help

Frequently asked questions

How long does the migration take?
Plan on 4–6 hours active work plus a week of parallel running for a 1–3 user team. Larger teams or heavy inventory users add a day or two.
Will I lose my GPS tracking history?
Yes. FleetTracker data stays in Service Fusion. Download anything you need for compliance before cancellation.
Can JobStack handle 8 technicians?
Today, the Small Crew tier caps at 5 users. If you're regularly above 5, Service Fusion's flat-rate unlimited-user model fits better today; JobStack higher tiers are on the roadmap.
What about my Service Fusion inventory data?
Export and re-import the parts you actively use into JobStack. Historical consumption data doesn't migrate cleanly; download it as CSV for reference.
Is migration support available?
Yes — white-glove help is included on paid annual plans at launch. Email hello@jobstackcrm.com.

Guide verified as of May 2026. Service Fusion feature names and export workflows may change; if a step doesn't match what you see, check Service Fusion's current help documentation. Service Fusion is a trademark of its owner.