Switching
Switch without stopping a single job
Switching field service software usually means weeks of headaches. With us, you do two things, and we handle the rest.
Billing starts only after your 14-day free trial.
You keep paying for your current software until you cancel it. Still under contract? Tell us when it’s up, and we’ll time the switch around it.
How the switch works, step by step
01 You Tell us what you use now
Your software, how big your team is, and what you keep in it: customers, jobs, your price book, anything custom. One short call.
02 You Give us access
Usually a login or an export from your old software. We show you where to find it.
You can shut our access off anytime.
03 WorkflowPros We move your data
We pull it out of your old software and load it into WorkflowPros. If your old software company won’t hand something over, we deal with them so you don’t have to.
04 WorkflowPros We check it before you switch over
We load a test copy first and check that nothing’s missing or in the wrong place. You can look it over too.
05 WorkflowPros You’re up and running
We set up everyone’s logins and what each person sees, and train your office and techs online. Your next job runs in WorkflowPros.
06 WorkflowPros We stick around
We answer questions and change the setup when you need it. Support is part of your plan.
What we bring over
Off-the-shelf, custom-built, or homemade, it’s the same deal, and it’s free. On the call, we list everything we move, and it goes into your contract.
- Customers and their addresses
- Job history
- Your price book
- Saved cards, by a separate transfer
Our own shops switched in 2 to 14 days, 7 on average. See each one and how we count.
See how long each shop tookUp and running by Day 15, or you get a credit
We begin within 2 business days of your subscription start date and have you up and running by Day 15. If we run late, you get a credit for every day. But we start moving you over right after the demo.
Month to month, with no fee to leave
Your data and your phone number go with you if you ever leave. Read the full contract anytime, no sign-up needed.
Tell us what you use now.
Andrew will map out your switch.
- He’s the same guy who sets you up, so you don’t explain your shop twice
- Two weeks free, and the clock doesn’t start till you’re set up. No credit card needed
- A real person answers our support line, even at 2 a.m.
With Andrew, who sets up every new shop
Pick a demo time
30 minutes on Google Meet, from your phone
Show times in
Former time
Your demo is with Andrew. He’ll ask how many techs you have and what you’re on now, so he can keep it to 30 minutes.
We’ll call you to book it.