Import from CSV to Fieldmox. We do the moving.
If your business lives in CSV files, send them over as they are. Every tab, every odd column. We turn them into clients, sites, contracts and a real schedule.
Free import and setup on every plan. No contract, no setup fee.
What we bring across
Everything you'd hate to retype.
- Clients and contacts
- Sites and service addresses
- Price lists
- Recurring contracts and visit schedules
- Upcoming jobs
- Notes and job history
How it works
Three steps. Two are ours.
- 1
Send the files as they are
Don't tidy them, merge them or fix the headers. Messy is fine. That's our job.
- 2
We map it in
We work out which column is which and ask you about anything we can't tell, instead of guessing.
- 3
Check it in Fieldmox
You look it over. Anything that's off, we fix before you go live.
Most teams are live within a week. Not sure what to export? We'll go through it together on the first call.
Switching is on us.
Done for you
Our team does the import. You don't map columns or fix spreadsheets.
No downtime
Run both side by side until you trust it. No cutover weekend.
No switching fee
No setup fee, no contract. Month to month from day one.
A real person
The same person who moves your data answers your questions after you go live.
Moving from something else?
-
Jobber -
Housecall Pro -
ServiceTitan -
PestPac -
FieldRoutes -
GorillaDesk -
Workiz -
ServiceM8 -
QuickBooks -
Excel -
Google Sheets - Paper and whiteboards
- + Anything else, too
Send us your CSV files. We'll take it from there.
A short call with a founder. You'll leave with a switch plan and a go-live date.