Switching over

See your switch, day by day

How many customers?
Who moves the data?
Day 1
You
Send your export
Email us a file or give read access to your old tool.
Day 2
Us
We import and check
Customers, recurring jobs and open invoices come across.
Day 4
Together
Review call
A short walkthrough of your data and settings.
Day 5
You
Go live
Crews get their app invite. The old tool can retire.

Timelines are typical, not promised. [Confirm with your onboarding team.]