Switching Handyman Software Without Losing a Week
Pick a Quiet Week
Don't switch the week before Thanksgiving when everyone wants TVs mounted and guest rooms fixed. Pick a slower week if you can.
The Order That Works
- Export your customers and addresses as a CSV from the old system.
- Import them and check a handful of records.
- Set up your service list and prices.
- Add your techs with personal PINs and your vans.
- Set up text templates and turn on the night-before reminder.
- Put next week's jobs on the new dispatch board.
Run Both for a Few Days
Keep the old system read-only for a couple of weeks for history and open invoices. Send new invoices only from the new one.
Train in the Truck
Techs learn fastest on a real job. Ride along for one morning and walk through Start, the checklist, photos and Complete.
Try It First
HandymanBossPro has a live demo with a fully stocked sample handyman company and a 14-day free trial with no credit card, so you can test the switch on real jobs before committing.
Keep Reading
Next in this series: User Roles: What the Office, Techs and Helpers Can See. Before that came Importing Your Customer List Into Handyman Software. For the full picture, go back to the handyman software overview.
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