Can I switch from Tradify or ServiceM8?

Yes. Export your customers, price list, jobs and unpaid invoices as CSV files and bring them in together.

Yes. Export CSV files from your old system and drop them all into the switching guide under Settings, Import, Switching from Tradify or ServiceM8?. It works out what each file holds and brings them in the right order.

Comes across: customers, your price list, jobs, and what customers still owe you on unpaid invoices.
Stays behind: photos, notes, forms and certificates, because neither product exports them in bulk.

Only an owner can import, and each file can be undone. See Switch from Tradify or ServiceM8. Coming from somewhere else? See Bring in your data.

Want a hand? Book a free 30-minute setup call by emailing support@getcrewzy.com, and we'll bring your data across with you. See Moving from another app.

Still stuck? Email support@getcrewzy.com and tell us what you were doing, with the reference from any error message.