A tradesman in a navy shirt sits on the open tailgate of a pickup in a driveway and writes on a clipboard, a toolbox and a yellow hose in the truck bed behind him.

Switch software

Bring your customer list with you, not just your login.

Name: CONSTRUKTR
Author: CONSTRUKTR

Pick the software you use now for its export steps, then preview the file as customer cards. The preview reads your file in your browser, and this page does not send your file anywhere.

Find your export steps

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No per-user fees

Generated image, not a real person.

Part of the top row of the CONSTRUKTR web dashboard for a sample company: 7.9 days to payment, this month, across 5 paid invoices, a 72.4% profit month and 44% of estimates won (4 of 9 sent in the last 90 days). — Sample company

From Jobber
Years of clients are sitting in Jobber, and you are not about to retype them. Jobber will email you the whole list as a CSV file. A CSV is a plain spreadsheet file.
From Housecall Pro
You want your customers out of Housecall Pro before you decide anything else. Four clicks, then check your email.
From ServiceTitan
Get every customer out of ServiceTitan before you decide anything. ServiceTitan's export is an Excel file (.xlsx), not a CSV, so there is one extra save at the end.
From FieldPulse
One click in FieldPulse, then wait for the email. The CSV comes as an attachment.
From Service Fusion
Service Fusion does not have an Export button for customers. You build a Customer List report and download it as an Excel file, then save that as a CSV.
From ServiceM8
ServiceM8 keeps the client export behind an add-on. Turn it on, open Reports, export the Client List.
From Joist
Your clients and your item list come out of Joist as whole lists. Your estimates and invoices come out too, but only as a summary, one month at a time.
From Workiz
We have not read Workiz's own export steps, so we will not guess its menu names. What we can say is what the file needs to look like when it comes out.
From a spreadsheet or paper
No old software to export from? You only need one tidy list. On paper, type it in once.

Using other software? Get your customers out as a CSV file, then drop it into the preview on the spreadsheet page.

The switch kit

Two things to have before you move: a blank customer list to type into, and a checklist for the whole move.

Download the blank customer list (CSV)

Before you export anything

Pick the slice that moves first: one crew, one kind of job, or new customers only.
Find your old software's steps for exporting customers at construktr.ai/switch, or in its own help pages.
Look for a price list or service list export too. If your old software has none, keep its price sheet open and add services to the new price book as you quote them.
Pull a list of unpaid invoices and open jobs as a report or a PDF, and save it outside the old software.
Write down the date your old software renews or can be cancelled, so cancelling is a decision and not a surprise.

Get the customer file ready

Use one row of column names at the top. The blank template uses: First Name, Last Name, Company, Email, Phone, Street, City, State, Zip, Notes.
Put one customer on each row.
Save the spreadsheet as CSV (in Google Sheets or Excel, use Save As or Download, then choose CSV).
Open the CSV once and look at it: names in the name columns, phone numbers in the phone column, nothing blank that should not be.
Remove customers you will never call again, if you want a smaller list. You can always import more later.

Bring it into CONSTRUKTR

Start the free trial and open the import in the web dashboard. The spreadsheet import comes with Pro and up.
Drop the CSV in and read the preview before anything is saved. Nothing is saved until you confirm.
If something reads wrong, fix the file and drop it in again.
Add the services you quote most to the price book, from your own price list.
Run one real job through it: the customer, the schedule, the estimate, the job and the invoice.

While both systems run

Book every new job in the slice in the new system from the first day.
Let jobs already on the old schedule finish in the old system.
Widen the slice only after a full week with nobody reaching for the old system.

Before you cancel the old software

Export everything one last time: customers, the price list, invoices paid and unpaid, and job history.
Save those files outside the old software, somewhere you can find them for warranty questions later.
Confirm that no job is still open in the old system.
Then cancel on the date you wrote down.

Get the checklist as a PDF

Leave your first name and business email and the PDF downloads at once.

Built for your trade

Find the page for your trade.

Same setup wizard for every trade, and you can skip most steps.

Every other trade

Part of the CONSTRUKTR web dispatch board for the demo company, one day from 8 AM to about 3 PM, with each team member on their own row and each job drawn as a bar. One team member's row has two jobs flagged in red with a warning sign, one starting at 8 AM and one at about 8:30 AM, so they overlap. Four other team members each have one blue job later in the day. At this size the board cuts each job's number off, so the bars carry no text. — Sample company

Free Profit Leak Check

How much is paperwork costing your business?

Six quick questions. Your report shows up on the page right away: the hours and dollars your after-hours office work costs you, worked out only from your own answers.

Pick your trade to start:

Example, not your result

Example answers: 8 hours a week of after-hours office work, at $50 an hour.

After-hours office work: 8 hours a week, from the example answers8 hours a week
Over a year: 8 hours times 52 weeks416 hours a year
What those hours are worth: 416 hours times $50 an hour$20,800 a year

Your own answers give your own numbers.

Start the trial and bring your customers in.

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