Switch
Leave Successware. Keep Tuesday.
CSV, documents, or the API. We extract everything we can. You inspect the dry run. Dual-run until you pick the morning.
Migration dry run
Successware stays live
Nothing is live until you say so.
- 01
Bring it in
Start with what you have.
Send the export, documents, or API access. Your current system keeps running.
- CSV
- Docs
- API
- 02
Inspect it
See the load before the switch.
Sample load · 5 trucks
- customers
- 2,418
- properties
- 2,804
- open jobs
- 186
- invoices
- 8,204
- 12possible duplicates
- 4addresses to check
- 1money mismatch: we do not commit
- 03
Keep Tuesday
Run both until the board earns it.
- Current system
- Still live
- Thorbis board
- Shadowing Tuesday
No forced date. No one trains a week to tap Arrive.
How it goes
Four steps. You pick the morning.
Connect or upload. Look at the dry-run. Dual-run until you pick the morning. A person walks the load with you.
Connect or upload
01
- CSVCSV and ExcelThe full sheet. Customers, jobs, invoices, the book. We map the columns. You do not rebuild Tuesday in a template we invented.
- DocsDocumentsPDFs, job packets, the dump they handed you. We read what we can. What we cannot take stays a limit you can see.
- APIThe APIIf they give us one, we pull it. Not two-way live sync. A load, then a delta before the morning.
CSV, documents, or the API. We extract everything we can. Standard migration is in Core. You do not buy a project to leave.
- You
- CSV, documents, or the API if they give us one.
- We
- The extractor does its best. What we cannot take stays a limit you can see.
Waitlist open. One email when your invite is ready, nothing else.
What the owner asks
Don’t lose Tuesday. Don’t pay a project.
The switch is not a software problem. It is whether the shop still runs Monday morning.
01
You do not buy a project to leave
Standard migration is in Core. $99. Unlimited people. The load is not a line item.
02
Tuesday has to be on the board first
CSV, documents, or the API. You look at the dry-run. Dual-run until you pick the morning.
03
The money has to match
Invoice totals and what’s still out reconcile, or we do not commit. We will not invent paid.
04
A person walks the load
Not a 10-minute upload. Not a six-month implementation. If a row is wrong on Monday, you write with the job context.
The load
What we take. What we will not pretend.
Unsupported data stays a limitation you can see. We do not drop it silently and call the load done.
What we load
- Customers, properties, equipment history
- The book: services, materials, what you actually charge
- Open jobs, who they belong to, what’s due
- Estimates, invoices, payments, what’s still out
- Documents and photos we can read
- The people. Maya is a tech. Not a seat to re-buy
- Notes where they exist. Rows keep where they came from
What we will not pretend
- Five years of a suite’s custom modules on day one
- A walkthrough before Tuesday is live
- Pretending QuickBooks has to move before the board does
- A project invoice to leave the software you already paid
- Inventing paid or approved to fit a box
- Two-way live sync we do not have
Where you’re coming from
We extract everything we can.
CSV, documents, or the API if they give us one. Every source publishes what typically comes. What stays a limit stays a limit.
- ST
ServiceTitan
API first. CSV if they will not give us one.
Customers, locations, jobs, appointments, estimates, invoices, payments, equipment, techs.
Custom modules stay a limitation. Not two-way live sync. The full Pricebook needs a file if the API does not give it.
Join the waitlist - JB
Jobber
CSV or API
Customers, properties, jobs, invoices, payments.
Requests and quotes map. We do not invent approved.
Join the waitlist - HC
Housecall Pro
CSV or API
Customers, jobs, invoices, payments.
Seat history does not come. Maya is a tech here.
Join the waitlist - SW
Successware
Export or documents
Customers, work orders, the book.
It still talks like an office. We load Tuesday.
Join the waitlist - CSV
A spreadsheet
CSV or Excel
Customers, properties, open jobs. You map the columns.
If the sheet is the shop, that is enough to start.
Join the waitlist
The bills you’re leaving
Four different bills. Same Tuesday.
Before you move the day
The questions shops actually ask.
Cost of leaving. Whether the money matches. Whether techs have to relearn. Who picks Monday.
Join the waitlistWaitlist open. One email when your invite is ready, nothing else.
Rather talk first? Email the team.
No. Standard migration is in Core. You do not buy a project to leave the software you already paid.
Switch
Get the board. $99 / company.
You pick the morning. A real person responds.
Waitlist open. One email when your invite is ready, nothing else.
Coming from Successware? We’ll extract Tuesday.
Rather talk first? Email the team.