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How to Import Flat-Rate Plumbing Services into Jobber

By Eric Hanson, Owner & Founder, PlumbRate · Updated September 29, 2026

Every PlumbRate price book includes a Jobber CSV Prep tab that lists only customer-facing service names, a description, a category and your final sell price. It never includes labor hours, material costs, your hourly rate or markups. This is a one-time transfer of flat-rate service prices, not live price synchronization, and PlumbRate is not an official Jobber integration. These steps follow Jobber's published help and have not been tested in a live account.

Import type: Direct import after saving a separate CSV

Steps

  1. Finish reviewing Settings and the Price Book tab.
  2. On the Import Instructions tab, choose TRUE or FALSE for the Taxable default based on your local tax rules. Override individual rows on the Jobber tab if some services differ. Until you choose, rows say SET TAXABLE, which does not meet Jobber's TRUE/FALSE requirement.
  3. Make a values-only copy: open the tab in desktop Excel, select all (Ctrl+A or Cmd+A), copy, then in a new blank workbook choose Paste Special, Values. This removes the formulas so the importer reads plain names and numbers.
  4. Save the new workbook with File, Save As, CSV UTF-8. Jobber needs a standalone CSV file, not the workbook.
  5. Keep the six headings exactly: Name, Description, Unit Price, Taxable, Category, Active. Compare your file with the sample file Jobber offers on its import screen.
  6. Import the CSV into Products & Services in Jobber, then spot-check prices.

Caveats

  • If your Jobber account syncs with QuickBooks Online (US), Jobber says items must be updated in QuickBooks and cannot be updated through a Jobber import. Update them in QuickBooks instead.
  • PlumbRate does not decide whether your services are taxable. Ask your accountant if unsure.
  • Every row is set to Category Service and Active TRUE.
  • Names that repeat across categories get the category added in parentheses so rows stay distinct.
  • Custom services from blank Price Book rows are not included. Add them in Jobber by hand.
  • Blank custom rows are never exported, and a row with a blank name or $0 price is left empty and counted on the Import Instructions tab so you can fix it before importing.

Official Jobber sources

Platforms change their import rules. Check the current article before you import.

Related guides

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