Export your customers, jobs, and invoices as CSV from your current tool, import and map them into the new one, then verify — most migrations take under an hour. Run both systems in parallel for a few days, and nothing falls through the cracks during cutover.
The same playbook works whether you're leaving Jobber, Housecall Pro, Workiz, BookingKoala, or ServiceTitan. Export, import, verify, invite, overlap.
Export customers, jobs & invoices as CSV from your current tool.
Import the files into the new tool and map the columns.
Verify a sample of records against your originals.
Invite your team and set up roles.
Run both systems in parallel briefly, then cut over.
Switching tools sounds risky, but the data itself is the easy part. Field-service records — customers, jobs, invoices — are tabular, and nearly every platform can export them to CSV. Keep that original export file as your backup and you have a safety net through the whole move.
From your current tool, pull three exports: customers/clients, jobs or work orders, and invoices (plus a price list if you have one). General pointers by tool:
Exact menu names change as vendors update their apps, so if you can't find an export, their support team can point you to it or generate it for you. Save every file before you touch anything else.
In your new tool, open the import wizard and upload the CSVs. The key step is column mapping — telling the importer that your "Client Name" column is the customer name, "Email" is the email, and so on. A good importer detects most of this automatically. Import customers first, then jobs and invoices, so the records link to the right customer. In Claver, the import wizard maps columns for you and the whole pass typically takes about 20–30 minutes.
Don't assume — spot-check. Open 5–10 imported customers and confirm names, contact details, and addresses came across. Open a few invoices and check amounts and statuses. Make sure job history and notes landed where you expect. Catching a mapping mistake now, on a sample, is far cheaper than discovering it on a live invoice next week.
Add your office staff and field techs, assign roles and permissions, and have everyone log in once to confirm access. If the new tool has a mobile app, have techs install it and open a test job before go-live so day one isn't their first time seeing it.
For a short window (a few days to a couple of weeks, depending on your volume), keep the old tool accessible read-only while you operate in the new one. This gives you a fallback reference if a record looks off, and it lets the team build muscle memory before you fully cut over. Once you're confident, stop entering new work in the old system and cancel it. Keep your CSV exports archived regardless.
Most small-business migrations are an afternoon of focused work, not a project. If you're still choosing where to land, see the best field service software roundup or compare pricing across tools.
Bring your customers, jobs, and invoices over with the CSV import wizard, start flat at $19/mo, and export to CSV anytime — no lock-in, ever.