Switching to Doing Work
Doing Work imports customers, jobs with their visit history, open quotes, unpaid invoices and the price book from CSV files. Payment history doesn't move, so keep your old software until you've checked what came over.
- Switching from Jobber
- Switching from Housecall Pro
- Switching from ServiceTitan
- Switching from Workiz
- Switching from FieldEdge
Coming from something else
Export your lists as CSV files from your old software. Your agent suggests a column mapping from the headers and does a dry run before anything is saved. Built-in presets exist for Jobber and Housecall Pro, and for CompanyCam customers.
What the import brings over
- Customers: name (or first and last name), company, email, one phone number, tags, notes, lead source, billing address and one US service address.
- Jobs with their visit history: past and upcoming visits, with dates, titles and notes.
- Open quotes, with their lines. They come in as drafts and aren't sent.
- Unpaid invoices, as the balance still owed. They come in as drafts and aren't sent. Paid invoices are skipped.
- The price book: items, descriptions and prices.
- Each record is matched to its customer by the old software's id, then email, then phone.
- Up to 5,000 rows and 5 MB per file. Bigger lists go in several files.
- Payment history, equipment and maintenance plans don't import.
How it works: import customers first, then jobs, quotes, invoices and the price book. For each file your agent does a dry run. Nothing is saved. It shows you how each column will be read, what each row would do (create, update or skip) and any row with a problem, like a missing ZIP. Only the owner can run the real import, and only for the same file and mapping you saw. By default it saves nothing if any row fails. Running a file again is safe: rows that already came over are skipped, or updated if you ask, and never doubled.