← Jobber service reports
Format v1 · Jobber Visits report CSV
One export. No reformatting.
In Jobber, open Insights → Reports → Visits, pick the date range (include the coming weeks if you want upcoming visits), and choose Export to CSV with all columns. Jobber emails you the file. Choose it in the tool — it stays in your browser.
Column names are matched case-insensitively, in any order. Other columns are ignored. Client email and Client phone are never read. UTF-8 with or without BOM; quoted commas, quotes and multi-line cells are fine.
Required columns
Date- Visit start date. YYYY-MM-DD, MM/DD/YYYY (US order) or “Oct 5, 2026”; a trailing time is ignored. Empty means unscheduled.
Visit title- Shown as the scope, with Job # and line items.
Client name- Your Jobber client. Used as the property manager when grouping by manager, unless a “Property manager” column exists.
Service street- Property address. Required on every row. With city, state and ZIP it identifies the property.
Visit completed- Yes or No. Incomplete visits on or before the report date show as “Not completed”; later ones are listed as upcoming.
Assigned to- Technician(s). Empty shows “Unassigned”.
Optional columns
Job #- Prefixed to the scope.
Service city, Service state/province, Service ZIP/postal code- Part of the property address.
Line items- Added to the scope. Multi-line values are joined.
One-off job ($)- Visit amount for one-off jobs (Jobber divides the job value by its visits).
Visit based ($)- Visit amount for recurring per-visit jobs. Amounts may include $ and thousands commas.
Property manager- Optional job custom field. If present and filled, reports are grouped by this instead of Client name.
Limits and output
- Maximum 2 MB, 5,000 visits and 200 reports per file.
- One PDF per property (service address) or per property manager. Manager reports group visits by property with subtotals.
- Each PDF: your company name and optional PNG logo, period (first to last visit on or before the report date), visits table with date, status, technician, scope and amount, totals, and upcoming visits.
- Amounts are parsed to integer cents; the currency is a label you choose, never converted. Negative amounts are rejected.
- PDFs use standard fonts: accents are transliterated (é → e) and other non-Latin characters show as “?”. Company name: 1-80 basic Latin characters.
- If your export uses different column names (for example a legacy report), rename the headers to match this page.
- All sample names, addresses, contacts and amounts are fictional.