Switching
Where do your jobs live today?
▦
A spreadsheet
Customers and jobs in rows
⇄
Another app
A scheduling or CRM tool
✎
Paper and memory
Notebooks, texts, a whiteboard
Your move
Upload it as is
Typical setup time: [TIME]
1
Export your sheet as CSV or upload the file directly.
2
Match your columns to ours. We guess most of them.
3
Review the preview and import. Nothing goes live until you say so.
See the import guide →