Bring your data with you. Free.

The reason most contractors stay on software they've outgrown isn't the price — it's the thought of losing years of customer history. So get on a call, show us what you've got, and we'll pull across everything we can. No charge, however long it takes.

Talk to us about your data See pricing

Coming from

If it can hand us a file or open an API, we can usually work with it. Yours not listed? Tell us what you're on — the answer is more often yes than no.

Spreadsheets

Excel, Google Sheets, or the one everyone's afraid to touch

AccuLynx

Customers, properties and contact history

JobNimbus

Contacts, jobs and the addresses behind them

Zoho

Leads, deals, contacts and accounts — each its own export

How it works

1

Show us what you've got

Share your screen for fifteen minutes, or send us an export. We're looking at which fields you actually use, how far the history goes, and where the important stuff lives — every install of these systems is customised differently.

2

We tell you what comes across

Some of it maps straight over. Some needs a decision from you. Some genuinely isn't worth moving, and we'll say so rather than quietly dropping it. You get a straight answer before anyone commits to anything.

3

We do the work, you check it

We build the move, load it, and go through the result with you. If something looks wrong we fix it and load it again — you're not left with a half-migrated account to sort out yourself.

What usually comes across

Usually straightforward

  • Customers — names, emails, phone numbers
  • Billing addresses, and the properties built from them
  • Residential and commercial split
  • Open leads and jobs, with the stage they're sitting at
  • As many passes as it takes to get it right

Doable — takes a conversation

  • Completed jobs and the history behind them
  • Photos and documents, filed against the job they belong to
  • Custom fields, mapped onto the nearest thing we have
  • Very large or heavily customised databases

None of this is off the table — it just needs a few decisions from you first. Where a custom field should land, how far back the history is worth going. Tell us what you've got and we'll give you a straight answer.

About your data

Whatever you hand us contains your customers' names, addresses and phone numbers, and we treat it that way. We use it to load your account and nothing else — it isn't shared, sold, or used to train anything. Once the move is done and you've confirmed it looks right, we delete everything you gave us.

If your business needs a data processing agreement in place first, say so on the call and we'll sort it before you send anything. Details are in our privacy policy.

Bring your customers with you

From $199 a month per location, all six trades, 30-day free trial. The move is on us either way.

Talk to us about your data Start free trial