FieldRailSwitch to FieldRail in an afternoon
Bring your customers from Jobber, Housecall Pro or ServiceTitan. Export your list, upload it, and you're working the same day. If it doesn't import cleanly, we'll do it for you.
- Customers in minutes
- We map your columns automatically
- Help within 1 business day
How it works
Export from your current tool
Download your customer list as a CSV file. Steps for each tool are below.
Upload it to FieldRail
In FieldRail go to Settings → Data Import, choose Customers and upload the file. FieldRail matches your columns and shows a preview before anything is saved.
Not quite right? Send it to us
Email the file to support@fieldrail.net and we'll load it into your account within one business day.
Export your customer list
You'll need an admin or office login in your current tool. Menu names can change; if you can't find the option, their help center has the current steps.
From Jobber
- Go to Clients.
- Click More Actions (top right), then Export Clients.
- Choose CSV. Jobber emails you the file.
Exports over 1,500 clients arrive as several files — upload each one.
From Housecall Pro
- Go to Customers.
- Click Actions (top right), then Export.
- Confirm your email. Housecall Pro emails you the file.
Their file is an Excel sheet (.xlsx): open it and choose File → Save As → CSV before uploading.
From ServiceTitan
- Click Search in the top toolbar and choose Customers (no filters).
- Click the expand icon, then Export to Excel (.xlsx).
- Open the file in Excel or Google Sheets.
The download is an Excel file — save it as CSV before uploading.
Columns FieldRail understands
You don't need to rename anything. FieldRail recognises the column names these tools use, joins first and last names, and combines street, city, state and zip into one address. Files can have up to 5,000 rows each.
Try it with your own customer list
Start the 14-day free trial, upload your export, and see your customers in FieldRail before you pay anything.