Guide
How to switch from Tradify or ServiceM8
Moving app does not mean starting again. Export your records as CSV files and bring them across together.
Updated
1. Export from your old app
| What | Tradify | ServiceM8 |
|---|---|---|
| Customers | Customers, Options, Export Customers to File | Reports, Client List, saved as CSV |
| Price list | Price List, export as CSV | Settings, Materials, Export Items |
| Jobs | Jobs, Options, Export to File | Reports, Job List, saved as CSV |
| Unpaid invoices | Invoices, show unpaid, Options, Export to File | From your accounting software: invoices awaiting payment, as CSV |
Photos, notes, forms and certificates stay behind, because neither app exports them in bulk. Keep a final PDF of any open job you need them for. Menus change, so if one of these is not where we say, check the old app's own help.
2. Bring them in
- Open the switching guide in Crewzy, under Settings and Import.
- Choose all the files at once. Each one shows what it was recognised as, for example a Tradify customer export, and how many rows it has.
- Import. Customers go in first, then the price list, jobs and unpaid invoices, so each finds what it links to.
3. Check what came in
The guide lists what each file added, updated or skipped, and any file can be undone, working back from the last one. If a column is not picked up, match it by hand on the Import screen.
Each unpaid invoice comes across as the balance still owed, so you can keep chasing it and the customer can pay it online. It is already in your books from the old app, so it is never posted to your accounting software a second time.
Coming from Fergus or another system? The Import screen recognises Fergus exports too, and takes any spreadsheet saved as CSV. See Bring in your data.