1
Customer records
Identify where contacts, addresses, service locations, preferences, notes, and past work are stored today.
Business resources
Make the move from scattered records to a reliable operating system.
Use these starting points to evaluate your current process and prepare your company for a more connected workflow.
Six areas worth reviewing before you change systems.
A clear picture of your current records, responsibilities, and workflow makes setup faster and helps your team adopt the new system successfully.
2
Estimate-to-payment workflow
Document how a request becomes an estimate, scheduled job, completed service, invoice, and payment.
3
Employee responsibilities
Decide who schedules work, communicates with customers, performs jobs, approves changes, and handles billing.
4
Service catalog
Gather your service names, categories, standard pricing, tax treatment, and common job instructions.
5
Billing and payments
Review invoice terms, payment methods, tax settings, outstanding balances, and current processor connections.
6
Records to migrate
Determine which active customers, open jobs, balances, documents, and history need to move into the new system.
READY TO GET ORGANIZED?
Create Your Account →Bring the office and the field together.
Manage customers, estimates, jobs, employees, invoices, and payments from one connected system.