Bring your customers with you.
We do the mapping.
Export your customers and jobs from Tradify, ServiceM8, Jobber or a spreadsheet, and import them by CSV. We map the columns with you during onboarding, so you start with your history, not a blank screen.
Included with the system. No per-user fee, no contract, web plus iPhone and Android.
Switch without losing a customer.
- CSV import for customers, addresses and job history
- Column mapping done with you, not left to you
- Duplicates checked with you before anything goes live
- Price list set up alongside it, so quoting works on day one
- No contract, so trying it costs nothing but an afternoon
Three steps. None of them are yours.
Export
From your current tool or your spreadsheet.
We map it
On the onboarding call, column by column.
You are live
Every customer searchable, every past job on their record.
You stayed on software you disliked for three years because moving felt like losing everything.
Eleven hundred customers imported on a Tuesday afternoon. The first quote from the new system went out on Wednesday.
Import questions
Customers, addresses and job history by CSV. The price list is set up with you.
Yes. Column mapping is done with you during onboarding.
We check the import with you so one customer stays one record.
No. No minimum term, cancel any time.
See import with your own jobs in it
Book a demo. We walk through this feature and the rest of the system for your trade, and what moving across would involve.