Moving from another app
What comes across from Tradify, Fergus, ServiceM8 or a spreadsheet, what stays behind, and the free setup call to do it with us.
Moving from Tradify, Fergus, ServiceM8 or a spreadsheet does not mean typing everything in again. You export your records from the old app as CSV files and bring them in under Settings, Import.
Book a free setup call
New businesses can book a free 30-minute setup call. We bring your data across with you, set up your business, price list and crew, and answer your questions. To book, email support@getcrewzy.com with a day and time that suits and the app you are moving from. Have your CSV exports ready if you can.
What comes across
- Customers, and their sites.
- Jobs: open work, and your history too if you want it.
- Your price list.
- Unpaid invoices, as the balance each customer still owes, so you keep chasing it. They are not sent to your books again.
Tradify and ServiceM8 exports are recognised in the switching guide, and go in together in the right order. Fergus exports and spreadsheets go in through the Import screen, where you pick what each file holds and which column is which.
What stays behind
Photos, notes, forms and certificates do not export in bulk from most apps. Keep a final PDF of any open job you need them for.
A good order to do it in
- Export customers, sites, jobs, your price list and unpaid invoices from the old app as CSV files.
- Bring in customers first, then sites, then jobs, so each links to the right customer. The price list can go in at any time; unpaid invoices after customers.
- Check what came in. The last import can be undone if something looks wrong.
- Invite your crew and connect your books.
- Run the old app alongside for the first few weeks of the trial if that helps, and switch it off once your open jobs and invoices are done.
See Switch from Tradify or ServiceM8 and Bring in your data from another system for each step.