Switching from spreadsheets without losing a booking

Moving systems feels risky because the old one, however messy, works. The trick is to move in a fixed order and check the money before anything goes live.

1. Export what you have

Products, prices and customers from your spreadsheet or current system, as CSV. Don’t clean it up first; that is what the import step is for.

2. Map and import it

Each product needs its units, its price per service type (staffed, drop-off, pick-up) and its included hours. Customers come with their saved addresses.

3. Check prices to the cent

Re-price a handful of recent orders in the new system and compare them with what you actually charged. Differences point at a missing rule: travel, overtime, a surface fee.

We can do this step with you and check every price before you go live.

4. Go live on a quiet day

Turn on online quotes and payments when you are ready, ideally midweek. Bring upcoming bookings across first so the calendar is complete from day one.