Switch with a plan
Bring your records. Review them before you move.
Moving software should start with a clear picture of your data. We can walk through your exports and agree the scope before you change how your team works.
Jobber · Housecall Pro · ServiceTitan
Import CSV or TSV files, then review your records before confirming.
What the guided importer covers
- Customers, properties and customer custom fields
- Services and jobs
- Estimates and invoices, including supported itemized exports and historical paid totals
- Team invitations with reviewed office and crew roles
Team imports prepare invitations. They do not activate employees or send invitations automatically. An owner reviews roles, and each person accepts their own invitation.
A review at each step
- 01
Start with a sample
Export a small set from your current system. Choose the source and upload its CSV or TSV files during setup or from Settings → Data Import.
- 02
Check the matches
Review suggested columns, dates, statuses and team roles. Unclear values need your decision; access permissions are never copied blindly.
- 03
Preview and import
Validate the records, then confirm. Processing can continue in the background after upload, with pause, resume and retries for unresolved rows.
- 04
Reconcile before switching
Download results and financial-document reconciliation. Check totals and relationships, then distribute team invitations when you are ready.
Agree the boundaries before moving
Export formats vary. Attachments, signatures, passwords, MFA settings, payroll histories and the source system’s complete permission model do not transfer through this workflow. XLSX and ZIP files need conversion first; separate document-header and line files may need reshaping. Historical payments are imported as totals, not a full event history.
We confirm compatibility against your actual files and review exceptions with you. A source preset is a starting point, not a promise that every export or every field will fit unchanged.
Start with one conversation and one export.
Tell us your current system, approximate record count and the work you need to keep running. We will use the walkthrough to identify the next step; you do not need to upload customer data to book it.