Switching
Switch without starting over
We move your customers, price book, equipment, past jobs and open balances, and check them with you before you go live.
A 30-minute call. We set it up with your real jobs. Month to month, no setup fee.
- Apex Job PronowCustomers loadedEvery row, before anything is written
- Apex Job PronowTotals checkedWhat customers owe matches
From walkthrough to go-live
- 01Walkthrough
30 minutes on your own jobs.
- 02Send your export
From your old software or a spreadsheet.
- 03We load and check
You see every row, and balances match your old system.
- 04We set up your shop
Techs, hours, arrival windows, price book and texting.
- 05Training
Office, techs and bookkeeper, on your own jobs.
- 06Go live
With a short overlap and check-ins after.
What comes with you
- Customers and properties
- Your price book
- Equipment and its age
- Past jobs
- What every customer owes you
What we set up with you
- Service agreements and repeat visits, before you go live.
- Saved cards: one link asks each customer to save theirs again.
- Business texting, registered with you at setup.
A 30-minute call. We set it up with your real jobs. Month to month, no setup fee.
What it costs
- One price a person, a month. We price your shop on the walkthrough.
Where are you coming from?
Before you ask
- Nothing written until you say soYou see every row first.
- Balances checkedYou compare the total owed with your old system before go-live.
- Trained on your jobsOffice and techs practice on your own jobs before go-live.
Questions? Call us.
Questions
How long does it take?
We date the plan with you at the walkthrough, around your busy season.
Do I run both for a while?
A short overlap is smart. We plan it with you.
Will my balances match?
We check the total we bring across against your old system first.
What if something looks wrong?
Nothing is written until you say so.
Who trains my team?
We walk your office and techs through it on your own jobs.
Send your export before the call.
See your own shop loaded.
A 30-minute call. We set it up with your real jobs. Month to month, no setup fee.
Or call us: 201-892-6955