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Migration guide

How to switch from Follow Up Boss to JobNimbus

A step-by-step playbook for migrating your crm data, team, and workflows from Follow Up Boss ($69/user/mo) to JobNimbus ($200/mo).

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Why teams switch from Follow Up Boss to JobNimbus

Follow Up Boss is strong on best lead distribution rules and speed-to-lead automations, but teams often hit limits on pricey per seat. JobNimbus addresses this — it's best for roofing companies that want flexibility without enterprise pricing.

From

Follow Up Boss

$69/user/mo

To

JobNimbus

$200/mo

7-step migration plan

  1. 1

    Export your data from Follow Up Boss (contacts, jobs, invoices, payments) as CSV files.

  2. 2

    Sign up for JobNimbus — most teams use the free trial to test the migration safely.

  3. 3

    Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.

  4. 4

    Import customers and historical jobs into JobNimbus. Match custom fields carefully.

  5. 5

    Run Follow Up Boss and JobNimbus in parallel for 1–2 weeks so your team can validate data.

  6. 6

    Train your office staff and field crews on the new JobNimbus workflows.

  7. 7

    Cancel Follow Up Boss once you've confirmed all reporting and integrations work.

What you'll gain with JobNimbus

  • Customizable workflows
  • Built-in financing options
  • Strong mobile photo capture

Ready to switch?

Start a free trial of JobNimbus — most teams run it alongside Follow Up Boss for 1–2 weeks before fully cutting over.

Try JobNimbus

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Frequently asked questions

How long does it take to switch from Follow Up Boss to JobNimbus?+

Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.

Can I import my Follow Up Boss data into JobNimbus?+

JobNimbus accepts CSV imports for contacts, jobs, and invoices. Export from Follow Up Boss, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.

Why switch from Follow Up Boss to JobNimbus?+

Common reasons: roofing companies that want flexibility without enterprise pricing. Plus better pricing fit ($200/mo vs $69/user/mo) and feature differences in crm.

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Head-to-head comparisons

Read more reviews: Follow Up Boss · JobNimbus